TFTC: A Bitcoin Podcast

1. #810: Bitcoin Is in the Discount Zone with James Check

   14 de noviembre de 20261 h 18 minA continuación

   James Check returns to explain Bitcoin's air pocket from $87K and why on-chain data points to seller exhaustion rather than a new leg down. He breaks down the base at the 200-week moving average, why $72K …

   Notas del episodio

   James Check returns to explain Bitcoin's air pocket from $87K and why on-chain data points to seller exhaustion rather than a new leg down. He breaks down the base at the 200-week moving average, why $72K matters, and how short-term holders who bought the local high are capitulating while long-term holders sit tight. James and Marty also cover AI-driven hacks, Bitcoin Core's resilience, stablecoin redemptions, institutional normalization, and why Bitcoin has kept pace with the AI trade since 2023.

   James on X: https://x.com/_checkmatey_

   Checkonchain: https://www.checkonchain.com/

   The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

   STACK SATS hat: https://tftcmerch.io/

   Our newsletter: https://www.tftc.io/bitcoin-brief/

   TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

   Discord: https://discord.gg/yHGkvYxdqT

   Opportunity Cost Extension: https://www.opportunitycost.app/

   Shoutout to our sponsors:

   Block:

   - Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

   - Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.

   - Bitkey: Use code TFTC10 for 10% off the new Bitkey.

   Aven

   https://www.aven.com/bitcoin

   CrowdHealth

   https://www.joincrowdhealth.com/tftc

   Simple Mining

   https://www.simplemining.io/tftc

   Salt of the Earth:

   https://drinksote.com/tftc

   Join the TFTC Movement:

   Main YT Channel

   https://www.youtube.com/c/TFTC21/videos

   Clips YT Channel

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   Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

   Cash App is a financial services platform, not a bank. Banking services provided by Cash App's bank partner(s). Round Ups feature provided by Cash App, a Block Inc. brand. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

   Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

   Capítulos (7)

   1. 0:00Macro volatility and political cycles
   2. 4:20Bitcoin market structure and base forming
   3. 11:42AI impact on global infrastructure
   4. 13:00Bitcoin and the survival of assets
   5. 29:54Stablecoin dynamics and dollarization
   6. 48:47Institutional flows and on-chain metrics
   7. 57:38Thanksgiving dinner and long-term outlook

   Transcripción

2. #809: The USS Trump-Tanic Is Sinking with Mark Mitchell

   11 de noviembre de 20261 h 5 minA continuación

   Pollster Mark Mitchell called the midterm blue wave months early, and he breaks down why the Trump administration still refuses to pivot. Mark explains how independents broke 20 points for Democrats, which …

   Notas del episodio

   Pollster Mark Mitchell called the midterm blue wave months early, and he breaks down why the Trump administration still refuses to pivot. Mark explains how independents broke 20 points for Democrats, which pollsters got it right and wrong, and how Susie Wiles and the consultant class shielded special interests while killing DOGE. We cover Nick Fuentes and the young right, the Iran war fallout, a stealth depression squeezing younger Americans, AI and deflation risk, and why Mark thinks the Republican Party can't be fixed.

   Mark on X: https://x.com/honestpollster

   The Honest Poll: https://www.thehonestpoll.com/

   The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

   STACK SATS hat: https://tftcmerch.io/

   Our newsletter: https://www.tftc.io/bitcoin-brief/

   TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

   Discord: https://discord.gg/yHGkvYxdqT

   Opportunity Cost Extension: https://www.opportunitycost.app/

   Shoutout to our sponsors:

   Block:

   - Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

   - Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.

   - Bitkey: Use code TFTC10 for 10% off the new Bitkey.

   Aven

   https://www.aven.com/bitcoin

   CrowdHealth

   https://www.joincrowdhealth.com/tftc

   Simple Mining

   https://www.simplemining.io/tftc

   Salt of the Earth:

   https://drinksote.com/tftc

   Join the TFTC Movement:

   Main YT Channel

   https://www.youtube.com/c/TFTC21/videos

   Clips YT Channel

   https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

   Website

   https://tftc.io/

   Newsletter

   tftc.io/bitcoin-brief/

   Twitter

   https://twitter.com/tftc21

   Instagram

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   https://primal.net/tftc

   Follow Marty Bent:

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   Podcast

   https://www.tftc.io/tag/podcasts/

   Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

   Capítulos (5)

   1. 0:00State of the Trump administration
   2. 12:15Polling methodology and election analysis
   3. 20:00Republican party future and demographics
   4. 27:35Economic outlook and policy reform
   5. 42:57Political shifts and closing thoughts

   Transcripción

3. Ten31 Timestamp: Everything's Bigger in Texas

   10 de noviembre de 202644 minA continuación

   Everything's bigger in Texas. Marty and John Arnold break down the blue wave midterms, what a Democratic Texas governor could mean for the AI build out, and why Bitcoin may have several ways to win no matter …

   Notas del episodio

   Everything's bigger in Texas. Marty and John Arnold break down the blue wave midterms, what a Democratic Texas governor could mean for the AI build out, and why Bitcoin may have several ways to win no matter how it plays out.

   🔗 https://bitcoinproducts.com

   In this episode:

   • The midterm blowout and Thursday's brutal hedge fund unwind
   • Record put buying and a weak bid for Treasuries
   • Texas, data center ballot measures, and the future of the AI build out
   • Why Democrats may have every incentive to keep the build out going
   • Anthropic and OpenAI valuations come down while the tech keeps accelerating
   • The timing of the Jensen Huang story
   • JD Vance blames the Iran war for the GOP losses
   • China's overproduction, auto tariffs, Poland's gold, and OFAC sanctions
   • Bitcoin below the 50 week and less competition for capital

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   TIMESTAMPS:

   00:00:00 - One of the most consequential weeks yet

   00:01:43 - The blue wave and its effect on markets

   00:04:58 - Hedge fund blowups on Thursday

   00:05:57 - Record put buying

   00:07:04 - Texas flips and data center opposition

   00:09:20 - 41 local ballot measures against data centers

   00:10:13 - Why Democrats may keep the build out going

   00:12:47 - Texas governor's terms for data centers

   00:13:57 - Weak Treasury bid and strong payrolls

   00:16:52 - Cayman hedge funds and Treasury issuance

   00:18:11 - The reaction function if the build out stalls

   00:21:46 - Ugly tape, accelerating tech

   00:25:12 - The timing of the Jensen Huang story

   00:27:38 - JD Vance blames the Iran war

   00:29:44 - Antiwar or anti losing wars

   00:31:48 - China and Oman on the Strait of Hormuz

   00:32:18 - Chinese involution and auto tariffs

   00:35:13 - Poland's gold and OFAC sanctions on Canada

   00:36:17 - Bitcoin below the 50 week moving average

   00:37:37 - Capital competition and the case for Bitcoin

   00:40:14 - Token commoditization and AI job disruption

   00:42:32 - AI speeding up AI progress

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   SUBSCRIBE

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   › Timestamp: https://www.ten31timestamp.com/

   › John Arnold: https://x.com/JohnArnoldTen31

   › Ten31: https://ten31.xyz

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   TFTC #MartyBent #JohnArnold #Bitcoin #AI #Midterms #Markets

   Capítulos (8)

   1. 0:00Introduction to a pivotal week
   2. 0:44Midterm results and market impact
   3. 7:15AI infrastructure and Texas build-out
   4. 14:06Treasury market and growth outlook
   5. 22:15Tech valuation and compute demand
   6. 27:45Geopolitical shifts and Iran war
   7. 32:28Multipolar chaos and supply chains
   8. 36:24Bitcoin and economic future

   Transcripción

4. #808: Why Texas Just Went Blue with E.J. Antoni

   7 de noviembre de 20261 h 29 minA continuación

   E.J. Antoni returns to break down the midterm blue wave and why he says Republicans lost because of the Iran war. Marty and E.J. cover energy prices bleeding into inflation, falling home affordability, a …

   Notas del episodio

   E.J. Antoni returns to break down the midterm blue wave and why he says Republicans lost because of the Iran war. Marty and E.J. cover energy prices bleeding into inflation, falling home affordability, a 35-point youth swing to the left, and the Grover Cleveland parallel. They also dig into tariffs and reindustrialization, Chevron deference and deregulation, Warsh's Fed, bank capital rules, Bessent and the Treasury's role in the repo market, and what a Democrat-controlled Congress means for interest rates.

   E.J. on X: https://x.com/RealEJAntoni

   The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

   STACK SATS hat: https://tftcmerch.io/

   Our newsletter: https://www.tftc.io/bitcoin-brief/

   TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

   Discord: https://discord.gg/yHGkvYxdqT

   Opportunity Cost Extension: https://www.opportunitycost.app/

   Shoutout to our sponsors:

   Block:

   - Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

   - Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.

   - Bitkey: Use code TFTC10 for 10% off the new Bitkey.

   Aven

   https://www.aven.com/bitcoin

   CrowdHealth

   https://www.joincrowdhealth.com/tftc

   Simple Mining

   https://www.simplemining.io/tftc

   Salt of the Earth:

   https://drinksote.com/tftc

   Join the TFTC Movement:

   Main YT Channel

   https://www.youtube.com/c/TFTC21/videos

   Clips YT Channel

   https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

   Website

   https://tftc.io/

   Newsletter

   tftc.io/bitcoin-brief/

   Twitter

   https://twitter.com/tftc21

   Instagram

   https://www.instagram.com/tftc.io/

   Nostr

   https://primal.net/tftc

   Follow Marty Bent:

   Twitter

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   Nostr

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   Newsletter

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   Podcast

   https://www.tftc.io/tag/podcasts/

   Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

   Capítulos (5)

   1. 0:41Political fallout of the blue wave and Iran
   2. 5:19Economic indicators and the K-shaped economy
   3. 22:12Republican party realignment and Grover Cleveland
   4. 32:34Monetary policy and the Federal Reserve
   5. 36:30Future outlook under legislative gridlock

   Transcripción

5. #807: Health Insurance Is in a Death Spiral with Andy Schoonover

   4 de noviembre de 20261 hA continuación

   Crowd Health CEO Andy Schoonover joins Marty Bent to explain why health insurance is stuck in a death spiral and how Bitcoin's incentives map onto healthcare. They cover $60,000 premiums in Alabama, Blue Cross …

   Notas del episodio

   Crowd Health CEO Andy Schoonover joins Marty Bent to explain why health insurance is stuck in a death spiral and how Bitcoin's incentives map onto healthcare. They cover $60,000 premiums in Alabama, Blue Cross Blue Shield's monopoly, Medicare for All risks, Canada's broken system, direct cash pay pricing, hospitals accepting Bitcoin, doctor transparency, and why Bitcoiners should opt out of insurance. Andy also shares how Crowd Health grew to roughly 50,000 members and why low time preference matters for building businesses.

   Andy on X: https://x.com/andyjschoonover

   The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

   STACK SATS hat: https://tftcmerch.io/

   Our newsletter: https://www.tftc.io/bitcoin-brief/

   TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

   Discord: https://discord.gg/yHGkvYxdqT

   Opportunity Cost Extension: https://www.opportunitycost.app/

   Shoutout to our sponsors:

   Block:

   - Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

   - Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.

   - Bitkey: Use code TFTC10 for 10% off the new Bitkey.

   Aven

   https://www.aven.com/bitcoin

   CrowdHealth

   https://www.joincrowdhealth.com/tftc

   Simple Mining

   https://www.simplemining.io/tftc

   Salt of the Earth:

   https://drinksote.com/tftc

   Join the TFTC Movement:

   Main YT Channel

   https://www.youtube.com/c/TFTC21/videos

   Clips YT Channel

   https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

   Website

   https://tftc.io/

   Newsletter

   tftc.io/bitcoin-brief/

   Twitter

   https://twitter.com/tftc21

   Instagram

   https://www.instagram.com/tftc.io/

   Nostr

   https://primal.net/tftc

   Follow Marty Bent:

   Twitter

   https://twitter.com/martybent

   Nostr

   https://primal.net/martybent

   Newsletter

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   Podcast

   https://www.tftc.io/tag/podcasts/

   Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

   Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

   Capítulos

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   Transcripción

6. Ten31 Timestamp: The S-1 Also Rises

   2 de noviembre de 202639 minA continuación

   Uptober came and went. Marty and Baron break down Anthropic's S-1, why hyperscalers are now free cash flow negative, the $6.3 billion Binance hack, and why Bitcoin's simplicity keeps looking like a feature. 🔗 …

   Notas del episodio

   Uptober came and went. Marty and Baron break down Anthropic's S-1, why hyperscalers are now free cash flow negative, the $6.3 billion Binance hack, and why Bitcoin's simplicity keeps looking like a feature.

   🔗 https://bitcoinproducts.com

   In this episode:

   • What Anthropic's S-1 does and doesn't tell us about the bull and bear cases
   • Where the compute goes: training vs. serving customers
   • Junk rating talk and the cost of capital for the AI build out
   • Microsoft job cuts and the search for real AI ROI
   • Red October, Intel's worst day since 1974, and hedge fund de-grossing
   • Big Tech free cash flow turning negative and the debt to GDP reckoning
   • Lula's win in Brazil and what it means for the Donroe Doctrine
   • The Binance hack and why Bitcoin's small attack surface wins

   TIMESTAMPS:

   00:00:00 - Red October that wasn't

   00:00:35 - Anthropic S-1 gradually then suddenly

   00:02:39 - Enterprise customers and revenue retention

   00:05:50 - Amended S-1 and the $895 billion in commitments

   00:07:45 - What is all that training compute for

   00:12:17 - Labs competing with their own customers

   00:16:36 - Anthropic's likely junk credit rating

   00:18:23 - Where's the ROI

   00:19:39 - Microsoft cuts roughly 60,000 jobs

   00:20:58 - Intel's crash and record hedge fund selling

   00:23:30 - Hyperscalers go free cash flow negative

   00:26:56 - Public debt tops 100% of GDP

   00:27:43 - Meta ads vs. Google search

   00:29:27 - Lula wins in Brazil

   00:32:11 - Binance hack and Bitcoin below $77K

   00:35:54 - Bitcoin is worse is better

   00:38:12 - AI models find only two minor Bitcoin Core bugs

   SUBSCRIBE

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   TFTC #MartyBent #Anthropic #Binance #Bitcoin #Markets

   Capítulos

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   Transcripción

7. #806: The Switch That Unlocks Institutional Bitcoin with Baron Koch

   2 de noviembre de 20261 h 10 minA continuación

   Baron Koch, the CFO at Braiins and a former endowment and pension portfolio manager, joins Marty Bent to explain how institutions actually decide to allocate to Bitcoin. They cover career risk and the …

   Notas del episodio

   Baron Koch, the CFO at Braiins and a former endowment and pension portfolio manager, joins Marty Bent to explain how institutions actually decide to allocate to Bitcoin. They cover career risk and the investment committee switch, the Binance hack and centralized custody, Stephen Miran's plan for restructuring the financial system, JP Morgan's capital market assumptions, and why Bitcoin should be treated like a commodity with managed futures risk strategies.

   Baron on X: https://x.com/BaronKoch21

   Braiins: https://braiins.com/

   The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

   STACK SATS hat: https://tftcmerch.io/

   Our newsletter: https://www.tftc.io/bitcoin-brief/

   TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

   Discord: https://discord.gg/yHGkvYxdqT

   Opportunity Cost Extension: https://www.opportunitycost.app/

   Shoutout to our sponsors:

   Block:

   - Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

   - Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.

   - Bitkey: Use code TFTC10 for 10% off the new Bitkey.

   Aven

   https://www.aven.com/bitcoin

   CrowdHealth

   https://www.joincrowdhealth.com/tftc

   Simple Mining

   https://www.simplemining.io/tftc

   Salt of the Earth:

   https://drinksote.com/tftc

   Join the TFTC Movement:

   Main YT Channel

   https://www.youtube.com/c/TFTC21/videos

   Clips YT Channel

   https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

   Website

   https://tftc.io/

   Newsletter

   tftc.io/bitcoin-brief/

   Twitter

   https://twitter.com/tftc21

   Instagram

   https://www.instagram.com/tftc.io/

   Nostr

   https://primal.net/tftc

   Follow Marty Bent:

   Twitter

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   Nostr

   https://primal.net/martybent

   Newsletter

   https://tftc.io/martys-bent/

   Podcast

   https://www.tftc.io/tag/podcasts/

   Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

   Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

   Capítulos

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8. #805: Canada Is Speedrunning America's Future with Mike Werry and Mira Metter

   29 de octubre de 20261 h 38 minA continuación

   Mike Werry and Mira Metter, the filmmakers behind Broken Country, join Marty to break down how Canada went from the strongest middle class in the world to a cautionary tale for America. They cover healthcare …

   Notas del episodio

   Mike Werry and Mira Metter, the filmmakers behind Broken Country, join Marty to break down how Canada went from the strongest middle class in the world to a cautionary tale for America. They cover healthcare wait-list deaths and MAID, mass immigration and record youth unemployment, a housing crisis fueled by bureaucracy, Mark Carney and the Century Initiative, government waste like ArriveCAN, and why the documentary was funded primarily with Bitcoin. A warning for Americans heading to the ballot box about where these policies lead.

   Broken Country Documentary: https://www.brokencountry.com/

   The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

   STACK SATS hat: https://tftcmerch.io/

   Our newsletter: https://www.tftc.io/bitcoin-brief/

   TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

   Discord: https://discord.gg/yHGkvYxdqT

   Opportunity Cost Extension: https://www.opportunitycost.app/

   Shoutout to our sponsors:

   Block:

   • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
   • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
   • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

   Aven

   https://www.aven.com/bitcoin

   CrowdHealth

   https://www.joincrowdhealth.com/tftc

   Simple Mining

   https://www.simplemining.io/tftc

   Salt of the Earth:

   https://drinksote.com/tftc

   Join the TFTC Movement:

   Main YT Channel

   https://www.youtube.com/c/TFTC21/videos

   Clips YT Channel

   https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

   Website

   https://tftc.io/

   Newsletter

   tftc.io/bitcoin-brief/

   Twitter

   https://twitter.com/tftc21

   Instagram

   https://www.instagram.com/tftc.io/

   Nostr

   https://primal.net/tftc

   Follow Marty Bent:

   Twitter

   https://twitter.com/martybent

   Nostr

   https://primal.net/martybent

   Newsletter

   https://tftc.io/martys-bent/

   Podcast

   https://www.tftc.io/tag/podcasts/

   Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

   Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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9. #804: Bitcoin Is Cheap And Nobody Believes It with Matthew Mežinskis

   27 de octubre de 20261 h 42 minA continuación

   Bitcoin is sitting near the 8th percentile of its 17-year power trend while sentiment feels like the summer of 2015. Matty Mežinskis of Porkopolis Economics walks Marty through Bitcoin priced in gold, the top …

   Notas del episodio

   Bitcoin is sitting near the 8th percentile of its 17-year power trend while sentiment feels like the summer of 2015. Matty Mežinskis of Porkopolis Economics walks Marty through Bitcoin priced in gold, the top five base monies, Fed balance sheet expansion echoing the 2019 repo crisis, and why stablecoins are a rounding error next to global broad money. They also cover falling costs for Bitcoin-backed lending, drone warfare, Russia's war on Ukraine, and when Bitcoin could rival central bank money.

   Matthew on X: https://x.com/1basemoney

   Porkopolis: https://www.porkopolis.io/topmoney/

   The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

   STACK SATS hat: https://tftcmerch.io/

   Our newsletter: https://www.tftc.io/bitcoin-brief/

   TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

   Discord: https://discord.gg/yHGkvYxdqT

   Opportunity Cost Extension: https://www.opportunitycost.app/

   Shoutout to our sponsors:

   Block:

   - Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

   - Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.

   - Bitkey: Use code TFTC10 for 10% off the new Bitkey.

   Aven

   https://www.aven.com/bitcoin

   CrowdHealth

   https://www.joincrowdhealth.com/tftc

   Simple Mining

   https://www.simplemining.io/tftc

   Salt of the Earth:

   https://drinksote.com/tftc

   Join the TFTC Movement:

   Main YT Channel

   https://www.youtube.com/c/TFTC21/videos

   Clips YT Channel

   https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

   Website

   https://tftc.io/

   Newsletter

   tftc.io/bitcoin-brief/

   Twitter

   https://twitter.com/tftc21

   Instagram

   https://www.instagram.com/tftc.io/

   Nostr

   https://primal.net/tftc

   Follow Marty Bent:

   Twitter

   https://twitter.com/martybent

   Nostr

   https://primal.net/martybent

   Newsletter

   https://tftc.io/martys-bent/

   Podcast

   https://www.tftc.io/tag/podcasts/

   Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

   Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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10. Ten31 Timestamp: Spirit of '63

    26 de octubre de 202645 minA continuación

    Marty and John Arnold dig into Anthropic's S-1 numbers, Meta's first negative free cash flow quarter in over a decade, and why Treasury Secretary Bessent is invoking Lincoln's National Currency Act of 1863 to …

    Notas del episodio

    Marty and John Arnold dig into Anthropic's S-1 numbers, Meta's first negative free cash flow quarter in over a decade, and why Treasury Secretary Bessent is invoking Lincoln's National Currency Act of 1863 to sell stablecoins.

    🔗 https://bitcoinproducts.com

    In this episode:

    • Anthropic's S-1, revenue per dollar of compute, and Fortune 500 penetration
    • Meta's CapEx surge, negative free cash flow, and $95B equity raise plan
    • Why GPU rental prices keep rising while bears call the bubble
    • Gulf oil and LNG flows back above pre-war levels
    • The Qatar LNG deal, Henry Hub, and a possible Russia Ukraine peace deal
    • Reshoring, China export controls, and a bifurcating world
    • The 1863 National Currency Act, the GENIUS Act, and T-bill backed digital dollars
    • Gold convertibility in 1879 and what it means for gold and the Bitcoin reserve

    TIMESTAMPS:

    00:00:00 - First take on Anthropic's S-1

    00:01:54 - Revenue per dollar of compute

    00:02:36 - Net dollar retention and Fortune 500 penetration

    00:04:05 - The new slides

    00:05:02 - Meta financials and CapEx

    00:06:43 - Meta's equity raise and new share class

    00:07:24 - Muse launch and the stock selloff

    00:08:38 - Operating cash flow versus CapEx

    00:10:17 - Muse user growth versus ChatGPT

    00:12:04 - GPU rental prices keep rising

    00:16:35 - Gulf oil volumes above pre-war levels

    00:18:48 - US LNG deal with Qatar

    00:19:30 - Russia Ukraine peace talks and Nord Stream

    00:21:40 - Bifurcation and the reshoring push

    00:24:20 - Terafab, drug supply chains, and China export controls

    00:26:22 - The 1863 parallel

    00:27:51 - OCC finalizes GENIUS Act rules

    00:29:58 - National bank notes versus stablecoins

    00:32:12 - Sizing the digital dollar opportunity

    00:34:37 - Inflation and the Fed's role

    00:38:20 - The Resumption Act and gold convertibility

    00:40:49 - Gold reserves and the Strategic Bitcoin Reserve

    00:44:28 - MAGA slop or real strategy

    SUBSCRIBE

    › Newsletter (free): https://tftc.io/bitcoin-brief/› YouTube: https://youtube.com/@TFTC?sub_confirmation=1

    FOLLOW US

    › X: https://x.com/tftc21› Nostr: https://primal.net/tftc

    FOLLOW MARTY

    › X: https://x.com/MartyBent

    › Timestamp: https://www.ten31timestamp.com/› John Arnold: https://x.com/JohnArnoldTen31› Ten31: https://ten31.xyz

    TFTC #MartyBent #JohnArnold #Stablecoins #AI #Energy #Bitcoin

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11. Ten31 Timestamp: Partly Cloudy

    19 de octubre de 202628 minA continuación

    Black Monday never showed up. Marty and John Arnold break down why markets shrugged off the weekend scare, and what the data under the surface is saying about AI spending, interest rates, and energy. 🔗 …

    Notas del episodio

    Black Monday never showed up. Marty and John Arnold break down why markets shrugged off the weekend scare, and what the data under the surface is saying about AI spending, interest rates, and energy.

    🔗 https://bitcoinproducts.com

    In this episode:

    • Why Black Monday didn't happen and what markets did instead
    • Anthropic's slowing revenue growth and the distillation fight
    • Neo clouds, credit stress, and the cost of capital for the AI build out
    • Hot inflation prints, the Fed, and bond market volatility
    • Whether Treasury cuts 20 year issuance to deal with higher yields
    • Diesel shortages, Gulf attacks, and Iran's economy
    • China's export surge and what Europe might do about it

    TIMESTAMPS:

    00:00:00 - Black Monday that wasn't

    00:01:20 - Anthropic revenue growth slows ahead of IPO

    00:01:38 - Distillation attacks and the irony of AI IP

    00:05:12 - Neo clouds and credit default swaps under pressure

    00:06:55 - Cost of capital for the AI build out

    00:07:02 - Hot inflation and the Fed

    00:07:57 - Ten year yields near 5% and forward guidance

    00:10:13 - Convexity Maven on bond volatility and the MOVE index

    00:12:57 - Treasury and the 20 year issuance rumor

    00:15:39 - War driving up diesel prices

    00:18:36 - Carney on maximizing diesel shipments to the US

    00:19:27 - Iran GDP collapse and the blockade

    00:21:29 - China's 36% export surge in September

    00:22:14 - Robin Brooks and Michael Pettis on overproduction

    00:24:35 - Jim Himes and bipartisan support for Europe and NATO

    SUBSCRIBE

    › Newsletter (free): https://tftc.io/bitcoin-brief/› YouTube: https://youtube.com/@TFTC?sub_confirmation=1

    FOLLOW US

    › X: https://x.com/tftc21› Nostr: https://primal.net/tftc

    FOLLOW MARTY

    › X: https://x.com/MartyBent

    › Timestamp: https://www.ten31timestamp.com/› John Arnold: https://x.com/JohnArnoldTen31› Ten31: https://ten31.xyz

    TFTC #MartyBent #JohnArnold #Markets #Inflation #AI

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12. #803: The Long End of the Curve Is Breaking with Parker Lewis

    19 de octubre de 20261 h 18 minA continuación

    Parker Lewis of Zaprite, author of Gradually Then Suddenly, joins Marty Bent to explain why Bitcoin sentiment is at its worst while the macro setup looks stronger than ever. They cover the missing adoption …

    Notas del episodio

    Parker Lewis of Zaprite, author of Gradually Then Suddenly, joins Marty Bent to explain why Bitcoin sentiment is at its worst while the macro setup looks stronger than ever. They cover the missing adoption wave, why Bitcoin treasury companies cannibalize demand, the 30-year Treasury at 5.5 percent, credit market stress, Silvergate and Operation Choke Point 2.0, the Coldcard and Ledger incidents, and a live demo of Zaprite Pay.

    Parker on X: https://x.com/parkeralewis

    Zaprite p2p: https://zapritep2p.com/

    Gradually, Then Suddenly: https://nakamotoinstitute.org/library/gradually-then-suddenly/

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    - Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

    - Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.

    - Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

    https://www.simplemining.io/tftc

    Salt of the Earth:

    https://drinksote.com/tftc

    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

    Clips YT Channel

    https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

    Website

    https://tftc.io/

    Newsletter

    tftc.io/bitcoin-brief/

    Twitter

    https://twitter.com/tftc21

    Instagram

    https://www.instagram.com/tftc.io/

    Nostr

    https://primal.net/tftc

    Follow Marty Bent:

    Twitter

    https://twitter.com/martybent

    Nostr

    https://primal.net/martybent

    Newsletter

    https://tftc.io/martys-bent/

    Podcast

    https://www.tftc.io/tag/podcasts/

    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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13. #802: The Banks Are Fleecing You with Mel Mattison

    17 de octubre de 20261 h 25 minA continuación

    Mel Mattison joins Marty to unpack October's market selloff and why it may be the best buying opportunity since the Iran war drawdown. They cover rising Treasury yields, fiscal dominance, and why Kevin Warsh …

    Notas del episodio

    Mel Mattison joins Marty to unpack October's market selloff and why it may be the best buying opportunity since the Iran war drawdown. They cover rising Treasury yields, fiscal dominance, and why Kevin Warsh and the Fed can't hike without bankrupting the government. Mel explains why the AI trade isn't AI, why compute and semiconductors win regardless of which model leads, and how tokenization, stablecoins, and agentic payments threaten the banking float model. Plus Social Security, Medicare, the midterms, and ending the Iran war.

    Mel on X: https://x.com/MelMattison1

    Mel’s Book: https://www.melmattison.com/quoz

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    - Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

    - Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.

    - Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

    https://www.simplemining.io/tftc

    Salt of the Earth:

    https://drinksote.com/tftc

    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

    Clips YT Channel

    https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

    Website

    https://tftc.io/

    Newsletter

    tftc.io/bitcoin-brief/

    Twitter

    https://twitter.com/tftc21

    Instagram

    https://www.instagram.com/tftc.io/

    Nostr

    https://primal.net/tftc

    Follow Marty Bent:

    Twitter

    https://twitter.com/martybent

    Nostr

    https://primal.net/martybent

    Newsletter

    https://tftc.io/martys-bent/

    Podcast

    https://www.tftc.io/tag/podcasts/

    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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14. #801: Proving What's Real In The Age Of AI with Bryan Jacoutot

    14 de octubre de 20261 h 1 minA continuación

    Bryan Jacoutot, commercial litigator at Clark Hill, joins Marty Bent to explain how Bitcoin timestamping through OpenTimestamps and SimpleProof can authenticate digital evidence in the age of generative AI …

    Notas del episodio

    Bryan Jacoutot, commercial litigator at Clark Hill, joins Marty Bent to explain how Bitcoin timestamping through OpenTimestamps and SimpleProof can authenticate digital evidence in the age of generative AI deepfakes. They cover his proposed federal rules of evidence change, a rebuttable presumption of authenticity for hashed files, and how Screven County, Georgia hashes election results and drop box surveillance video into the Bitcoin blockchain. They also discuss FinCEN's retracted rule, the Blockchain Regulatory Certainty Act, the Bank Secrecy Act, and truth decay.

    Bryan on X: https://x.com/BryanJacoutot

    Clark Hill: https://www.clarkhill.com/people/bryan-f-jacoutot/

    Simple Proof: https://www.simpleproof.com/The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
    • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
    • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

    https://www.simplemining.io/tftc

    Salt of the Earth:

    https://drinksote.com/tftc

    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

    Clips YT Channel

    https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

    Website

    https://tftc.io/

    Newsletter

    tftc.io/bitcoin-brief/

    Twitter

    https://twitter.com/tftc21

    Instagram

    https://www.instagram.com/tftc.io/

    Nostr

    https://primal.net/tftc

    Follow Marty Bent:

    Twitter

    https://twitter.com/martybent

    Nostr

    https://primal.net/martybent

    Newsletter

    https://tftc.io/martys-bent/

    Podcast

    https://www.tftc.io/tag/podcasts/

    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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15. Ten31 Timestamp: Liberty, Equality, Insolvency

    12 de octubre de 202634 minA continuación

    France's debt problem, Europe moving against Chinese exports, Iran under pressure, and the AI and quantum FUD hitting Bitcoin. Marty and John Arnold go through the week. 🔗 https://bitcoinproducts.com In this …

    Notas del episodio

    France's debt problem, Europe moving against Chinese exports, Iran under pressure, and the AI and quantum FUD hitting Bitcoin. Marty and John Arnold go through the week.

    🔗 https://bitcoinproducts.com

    In this episode:

    • France's fiscal situation and why short-term debt issuance is spreading
    • Europe pushes back on Chinese exports while the US pulls it closer
    • Iran's economy under sanctions and escalation risk after the Houthi strike
    • The Donroe Doctrine: Greenland, Iceland and Brazil's election
    • Treasury issuance, buybacks and the narrative around US economic data
    • OpenAI revenue numbers, AI math proofs and the quantum FUD aimed at Bitcoin

    TIMESTAMPS:

    00:00:00 - Touching grass after a weekend of hardware wallet and AI news

    00:01:00 - France's debt cycle and the Macron problem

    00:02:30 - Short-term issuance and yields across Europe

    00:04:58 - Europe moves to block Chinese exports

    00:08:17 - Taiwan Strait naval exercises and the US-China meeting

    00:09:48 - Iran's economy and the oil minister's exit

    00:11:34 - Houthi strike on Saudi airport and escalation risk

    00:13:41 - The Donroe Doctrine and the National Security Strategy

    00:14:13 - Iceland, Greenland and Brazil's Bolsonaro surge

    00:17:07 - US economic data and Treasury issuance

    00:20:12 - Bessent's buybacks and the long end of the curve

    00:21:26 - OpenAI's revenue run rate and the Anthropic comparison

    00:23:39 - AI math proofs and the pace of model progress

    00:26:36 - Quantum FUD, Justin Drake and Yehuda Lindell on elliptic curves

    00:30:00 - Why Bitcoin researchers are working on new signature schemes

    00:33:41 - Wrap-up and next week

    SUBSCRIBE

    › Newsletter (free): https://tftc.io/bitcoin-brief/› YouTube: https://youtube.com/@TFTC?sub_confirmation=1

    FOLLOW US

    › X: https://x.com/tftc21› Nostr: https://primal.net/tftc

    FOLLOW MARTY

    › X: https://x.com/MartyBent

    › Timestamp: https://www.ten31timestamp.com/› John Arnold: https://x.com/JohnArnoldTen31› Ten31: https://ten31.xyz

    TFTC #MartyBent #JohnArnold #Bitcoin #QuantumComputing #AI

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16. #800: London Closed The Strait Of Hormuz with Tom Luongo

    10 de octubre de 20261 h 50 minA continuación

    Tom Luongo returns to break down why the Iran conflict was never really about Iran. Tom argues the war is a lever to dismantle the Eurodollar system and the old colonial powers of Europe, from Lloyd's of London …

    Notas del episodio

    Tom Luongo returns to break down why the Iran conflict was never really about Iran. Tom argues the war is a lever to dismantle the Eurodollar system and the old colonial powers of Europe, from Lloyd's of London pulling shipping insurance to the yen carry trade unwinding. We cover Scott Bessent's Treasury buybacks, the bear flattener, France's bond market stress, Mark Carney and Canada, Judy Shelton at Treasury, the midterms, the dollar index breakout, and a provocative reframe of the claim that DARPA created Bitcoin.

    Tom on X: https://x.com/TFL1728

    Tom's Website: https://tomluongo.me/

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    - Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

    - Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.

    - Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

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    Join the TFTC Movement:

    Main YT Channel

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    https://tftc.io/

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    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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17. #799: The Economic Revolution Is Already Here with Susan Kokinda

    7 de octubre de 20261 h 2 minA continuación

    Susan Kokinda of Promethean Action returns to check in on the Trump economic agenda ten months after her last visit. She breaks down manufacturing job growth, tariffs, and reindustrialization heading into the …

    Notas del episodio

    Susan Kokinda of Promethean Action returns to check in on the Trump economic agenda ten months after her last visit. She breaks down manufacturing job growth, tariffs, and reindustrialization heading into the midterms, plus the Iran blockade and Treasury's economic pressure campaign, the US-China relationship, and growing desperation in Europe and Canada. She also covers Judy Shelton's Treasury appointment, sound money and gold standard debates, stablecoin rulemaking, and what national banking looks like in the 21st century.

    Susan on X: https://x.com/sjkokinda

    Susan’s Substack: https://substack.com/@susankokinda1

    Promethean Action: https://www.prometheanaction.com/

    Promethean Updates: https://www.youtube.com/@PrometheanAction

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
    • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
    • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

    https://www.simplemining.io/tftc

    Salt of the Earth:

    https://drinksote.com/tftc

    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

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    https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

    Website

    https://tftc.io/

    Newsletter

    tftc.io/bitcoin-brief/

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    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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18. Ten31 Timestamp: Gilt Trip

    5 de octubre de 202635 minA continuación

    Oil flows through the Middle East are back near pre-war levels, but 10 year yields and the MOVE index are telling a different story. 🔗 https://bitcoinproducts.com In this episode: Why Middle East crude flows …

    Notas del episodio

    Oil flows through the Middle East are back near pre-war levels, but 10 year yields and the MOVE index are telling a different story.

    🔗 https://bitcoinproducts.com

    In this episode:

    • Why Middle East crude flows are back to pre-war levels while diesel and refined products still lag
    • What the US and China statement on Iran and Hormuz tolls signals
    • How the push for a China-free rare earth supply chain is going
    • Why the MOVE index and French bond spreads are blowing out
    • How stablecoins and Treasury bills could change what a dollar is
    • Why Trump's comments on inflation and the debt point toward Bitcoin

    TIMESTAMPS:

    00:00:00 - Back from the Ten31 portfolio retreat

    00:00:47 - Middle East crude flows return to pre-war levels

    00:03:19 - Diesel and refined products still lagging

    00:04:25 - Tanker costs and Hormuz workarounds

    00:07:06 - US and China statement on Iran and Hormuz tolls

    00:10:41 - Rare earths and the China-free supply chain

    00:12:31 - Jamie Dimon calls for industrial policy

    00:13:32 - 10 year yield and the MOVE index breakout

    00:17:23 - Weak Treasury auctions and Judy Shelton

    00:18:08 - France and Germany bond spread blowing out

    00:22:08 - White House and the frontier AI labs

    00:24:10 - Bessent, Shelton, and the Fed chair picks

    00:26:27 - Trump says inflation could pay down the debt

    00:27:20 - Stablecoins and demand for short term Treasuries

    00:29:44 - How stablecoins could redefine the dollar

    00:33:00 - Euro weakness and the Bitcoin to gold ratio

    SUBSCRIBE

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    › Timestamp: https://www.ten31timestamp.com/› John Arnold: https://x.com/JohnArnoldTen31› Ten31: https://ten31.xyz

    TFTC #MartyBent #Bitcoin #Treasuries #Stablecoins

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19. #798: The Roman Playbook for Destroying a Currency with Jeremy Ryan Slate

    5 de octubre de 20261 h 15 minA continuación

    Jeremy Ryan Slate, host of the Athenian Book Club, traces how Roman emperors debased the denarius from 95% silver to nearly nothing to fund legions and donatives. Marty Bent and Jeremy cover the Third Century …

    Notas del episodio

    Jeremy Ryan Slate, host of the Athenian Book Club, traces how Roman emperors debased the denarius from 95% silver to nearly nothing to fund legions and donatives. Marty Bent and Jeremy cover the Third Century Crisis, Diocletian's price controls, Constantine's gold solidus, and why sound money kept the Byzantine Empire stable for centuries. They draw parallels to Federal Reserve money printing, quantitative easing, the Cantillon effect, inflation, and why Bitcoin may offer a modern fix for broken money.

    Jeremy on X: https://x.com/JeremyRyanSlate

    Jeremy’s website: https://jeremyryanslate.com/

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
    • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
    • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

    https://www.simplemining.io/tftc

    Salt of the Earth:

    https://drinksote.com/tftc

    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

    Clips YT Channel

    https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

    Website

    https://tftc.io/

    Newsletter

    tftc.io/bitcoin-brief/

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    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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20. #797: The ColdCard Hack Was Only The Beginning with Erin Redwing

    30 de septiembre de 20261 h 16 minA continuación

    Erin Redwing joins Marty Bent to look back on two brutal months for Bitcoin after the ColdCard entropy vulnerability, AI-driven exploits, and the Hugging Face breach. They discuss why Bitcoin is the canary in …

    Notas del episodio

    Erin Redwing joins Marty Bent to look back on two brutal months for Bitcoin after the ColdCard entropy vulnerability, AI-driven exploits, and the Hugging Face breach. They discuss why Bitcoin is the canary in the coal mine for AI security, the release of Kimi K3, AI safety fearmongering, effective altruism, Peter Thiel's Antichrist warning, the BIP 110 fork, and where Bitcoin goes from here. Erin also shares her astrological outlook for the rest of 2026.

    Erin’s Website: https://www.erinredwing.com/

    Erin on X: https://x.com/realizingerin

    Erin on YouTube: https://www.youtube.com/realizingerin

    Erin on TikTok: https://www.tiktok.com/@realizingerin

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
    • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
    • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

    https://www.simplemining.io/tftc

    Salt of the Earth:

    https://drinksote.com/tftc

    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

    Clips YT Channel

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    Website

    https://tftc.io/

    Newsletter

    tftc.io/bitcoin-brief/

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    https://twitter.com/tftc21

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    Follow Marty Bent:

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    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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21. #796: Own Your Intelligence Stack with Tommy Eastman

    28 de septiembre de 20261 h 11 minA continuación

    Tommy Eastman of Nous Research joins Marty to break down Hermes Agent and why owning your intelligence stack matters. They cover the leap from chatbots to autonomous agentic AI, self-improving memory, and …

    Notas del episodio

    Tommy Eastman of Nous Research joins Marty to break down Hermes Agent and why owning your intelligence stack matters. They cover the leap from chatbots to autonomous agentic AI, self-improving memory, and model-agnostic harnesses that kill vendor lock-in. Tommy explains how open source models now handle most enterprise work at a fraction of frontier lab costs, why feeding company IP to OpenAI and Anthropic is a fiduciary risk, the GPU compute squeeze, trusted execution environments, and why Big AI lobbying against open source is disingenuous.

    Tommy on X: https://x.com/yeahfortommy

    Nous Research: https://x.com/NousResearch

    Hermes Agent: https://hermes-agent.nousresearch.com/

    Code TFTC for $21 off for first 100 users!

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
    • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
    • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

    https://www.simplemining.io/tftc

    Salt of the Earth:

    https://drinksote.com/tftc

    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

    Clips YT Channel

    https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

    Website

    https://tftc.io/

    Newsletter

    tftc.io/bitcoin-brief/

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    https://twitter.com/tftc21

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    https://www.instagram.com/tftc.io/

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    Follow Marty Bent:

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    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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22. #795: Tokenization Unlocks $900 Trillion in Wealth with Jordi Visser

    24 de septiembre de 20261 h 26 minA continuación

    Jordi Visser joins Marty Bent to break down why AI agents are about to collide with Bitcoin, stablecoins, and tokenization. Visser explains why crypto's guardrails are mispriced at zero, why tokenization could …

    Notas del episodio

    Jordi Visser joins Marty Bent to break down why AI agents are about to collide with Bitcoin, stablecoins, and tokenization. Visser explains why crypto's guardrails are mispriced at zero, why tokenization could unlock $900 trillion in trapped assets, and why humans, not compute, are the real bottleneck to AI adoption. The conversation covers Fed policy, corporate debt panic, circular financing, energy constraints, and why Bitcoin remains the ultimate long-term store of value in an agentic economy.

    Jordi on X: https://x.com/jvisserlabs

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    - Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.

    - Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.

    - Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

    https://www.simplemining.io/tftc

    Salt of the Earth:

    https://drinksote.com/tftc

    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

    Clips YT Channel

    https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

    Website

    https://tftc.io/

    Newsletter

    tftc.io/bitcoin-brief/

    Twitter

    https://twitter.com/tftc21

    Instagram

    https://www.instagram.com/tftc.io/

    Nostr

    https://primal.net/tftc

    Follow Marty Bent:

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    https://www.tftc.io/tag/podcasts/

    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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23. Ten31 Timestamp: Revenge of the Nerds

    21 de septiembre de 202638 minA continuación

    Trump tells the AI labs to quit "pacing the frontier" and go full speed ahead against China, while Bitcoin claws back above its 50 week moving average despite a mountain of bearish headlines. 🔗 …

    Notas del episodio

    Trump tells the AI labs to quit "pacing the frontier" and go full speed ahead against China, while Bitcoin claws back above its 50 week moving average despite a mountain of bearish headlines.

    🔗 https://bitcoinproducts.com

    In this episode:

    - Why the sudden AI "slowdown" panic looks like a coordinated op

    - Trump's blunt response to Sam Altman, Elon Musk, and the frontier labs

    - What Latham & Watkins ditching OpenAI and Anthropic signals for enterprise

    - The energy proxy war with China driving diesel to record highs

    - The Fed hikes rates again as the ten year flirts with 5%

    - Why Bitcoin ripping above its 50 week moving average matters

    - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

    TIMESTAMPS:

    00:00:00 - Bitcoin nearing a green year for 2026

    00:01:31 - Sam Altman, Elon Musk, and Anthropic call for an AI pause

    00:06:56 - OpenAI's secondary market sale signals trouble

    00:07:17 - Latham & Watkins drops OpenAI and Anthropic over IP fears

    00:09:55 - Anthropic's automated bio lab raises Skynet questions

    00:12:05 - Trump tells the labs to stop being scared nerds

    00:16:29 - Strait of Hormuz oil flows and the US-China proxy war

    00:19:36 - Diesel prices hit all-time highs

    00:22:10 - Atlanta Fed's 5.1% Q3 GDP estimate

    00:22:53 - Kevin Warsh's Fed hikes rates again

    00:25:20 - Ten year yield flirts with 5%

    00:29:08 - Lindsey Graham's Russia sanctions bill

    00:29:52 - The US-Denmark-Greenland security deal

    00:31:49 - China's rare earth stranglehold on samarium

    00:33:24 - The Clarity Act fails in the Senate

    00:33:54 - The ARMOR bill clears a House committee

    00:35:30 - Bitcoin breaks above its 50 week moving average

    00:36:49 - Sam Lyman on crypto regulation's momentum

    - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

    SUBSCRIBE

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    › John Arnold: https://x.com/JohnArnoldTen31

    › Ten31: https://ten31.xyz

    - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

    TFTC #MartyBent #JohnArnold #Bitcoin #ArtificialIntelligence #EnergyMarkets

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24. #794: Why Inflation Is Designed To Crush You with Gary Brode

    21 de septiembre de 20261 h 18 minA continuación

    Gary Brode joins Marty Bent to break down his month in El Salvador and the new white paper making the case that Bitcoin is officially a currency. They dig into Nayib Bukele's controversial rule, why the Federal …

    Notas del episodio

    Gary Brode joins Marty Bent to break down his month in El Salvador and the new white paper making the case that Bitcoin is officially a currency. They dig into Nayib Bukele's controversial rule, why the Federal Reserve no longer controls long-term interest rates, and why government overspending — not central bank policy — is driving persistent inflation. Brode also explains his shift from OpenAI to Anthropic, his bet on Intel and AMD as AI moves from training to inference, and why uranium and energy assets round out his portfolio alongside Bitcoin, gold, and silver.

    Gary on X: https://x.com/Gary_Brode

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    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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25. #793: China Is Funding The War On Data Centers with Sam Lyman

    19 de septiembre de 202660 minA continuación

    Sam Lyman of the Bitcoin Policy Institute joins Marty Bent to break down the collapse of the CLARITY Act, the stablecoin fight dividing community banks and Wall Street, and new bank charters reshaping crypto …

    Notas del episodio

    Sam Lyman of the Bitcoin Policy Institute joins Marty Bent to break down the collapse of the CLARITY Act, the stablecoin fight dividing community banks and Wall Street, and new bank charters reshaping crypto regulation. Lyman details his investigation into Chinese-funded propaganda campaigns — linked to financier Neville Singham — driving opposition to AI data centers, and unveils "data center dividends," a plan modeled on the Alaska Permanent Fund to pay rural households thousands per year. The conversation also tackles effective altruism, AI doomerism, the Anthropic-OpenAI duopoly, open source AI, and the Strategic Bitcoin Reserve bill ARMA.

    Sam on X: https://x.com/SamLyman33

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
    • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
    • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

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    Salt of the Earth:

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    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

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    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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26. #792: Insurance Companies Are The Next Contagion with Nick Nemeth

    12 de septiembre de 20261 h 19 minA continuación

    Nick Nemeth returns to break down the Mark Walter and Guggenheim insurance scandal, exposing how billions in annuity and life insurance policyholder funds funded the Dodgers, Lakers, and F1 team purchases …

    Notas del episodio

    Nick Nemeth returns to break down the Mark Walter and Guggenheim insurance scandal, exposing how billions in annuity and life insurance policyholder funds funded the Dodgers, Lakers, and F1 team purchases through opaque affiliate paper and shell entities. Marty and Nick dig into systemic risk across the insurance industry, the AI spending bubble, Federal Reserve policy, bond market dynamics, entitlement debt, and Bitcoin's role as a hedge against a fracturing financial system. A deep dive into contagion risk, monetary policy, and where smart money is positioning next.

    Nick on X: https://x.com/NickNemo17

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

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    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
    • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
    • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

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    Simple Mining

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    Join the TFTC Movement:

    Main YT Channel

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    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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27. #791: The Bitcoin Playbook for Commercial Real Estate Owners & Investors with Chris Drzyzga

    9 de septiembre de 20261 h 15 minA continuación

    Chris Drzyzga, commercial real estate broker and investor, returns to break down his new Bitcoin playbook for CRE owners and operators. Marty and Chris dig into building a three-tranche Bitcoin treasury, using …

    Notas del episodio

    Chris Drzyzga, commercial real estate broker and investor, returns to break down his new Bitcoin playbook for CRE owners and operators. Marty and Chris dig into building a three-tranche Bitcoin treasury, using Bitcoin as a fifth return driver alongside NOI growth and cap rates, tax-loss harvesting Bitcoin gains, dual-collateralized loans through Battery Finance, and mining Bitcoin for building heat. They also cover Bitcoin rent payments, security deposits, and how Bitcoin-friendly tenants boost asset value amid ongoing monetary debasement.

    Chris on X: https://x.com/ChrisDrz

    The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
    • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
    • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

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    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

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    Website

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    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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28. #790: MMR Vaccines Are Deadlier Than Measles with Nic Hulscher

    8 de septiembre de 202658 minA continuación

    Nicolas Hulscher returns to unpack Pennsylvania's fabricated measles deaths, a federal RICO lawsuit against the American Academy of Pediatrics, and new CDC WONDER data showing over 150,000 excess cancer deaths …

    Notas del episodio

    Nicolas Hulscher returns to unpack Pennsylvania's fabricated measles deaths, a federal RICO lawsuit against the American Academy of Pediatrics, and new CDC WONDER data showing over 150,000 excess cancer deaths since mRNA vaccine rollout. Hulscher breaks down 35 mechanisms linking mRNA technology to turbo cancer, the decades-long suppression of antiparasitic cancer treatments, and why ivermectin remains safer than Tylenol. The conversation closes on magnesium L-threonate research showing measurable cognitive gains in just six weeks. A hard look at vaccine safety data, medical censorship, and public health accountability.

    Nic on X: https://x.com/NicHulscher

    Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

    STACK SATS hat: https://tftcmerch.io/

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    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
    • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
    • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Simple Mining

    https://www.simplemining.io/tftc

    Salt of the Earth:

    https://drinksote.com/tftc

    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

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    https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

    Website

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    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

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29. Ten31 Timestamp: Growth Mindset

    8 de septiembre de 202635 minA continuación

    A white hat hacker just moved 4,000 bitcoin out of Blockstream's Liquid sidechain, and while that story unfolds, the G20 quietly made "growth" the only word that matters. Marty and John break down why debt …

    Notas del episodio

    A white hat hacker just moved 4,000 bitcoin out of Blockstream's Liquid sidechain, and while that story unfolds, the G20 quietly made "growth" the only word that matters. Marty and John break down why debt, deregulation, and cheap energy are becoming the entire playbook - and why Bitcoin keeps showing up as the trade no matter which way the plan breaks.

    🔗 https://bitcoinproducts.com

    In this episode:

    • Why a white hat hack on Blockstream's Liquid sidechain has crypto on alert
    • How the G20 quietly made "growth" the theme of the entire meeting
    • Inside the Venezuela oil deal and what its 100-year structure really means
    • Why AI data center debt could make or break the growth strategy
    • Bitcoin ETF demand, gold's blowout day, and what it means for BTC's next move

    TIMESTAMPS:

    00:00:00 - Monitoring an active situation on Labor Day

    00:00:19 - White hat hacker moves bitcoin out of Liquid

    00:01:20 - G20 meeting and the growth-obsessed statement

    00:04:42 - Deregulation, private credit, and the growth agenda

    00:08:06 - Venezuela oil deal details and long-term implications

    00:11:24 - Is the economy actually growing

    00:14:41 - Net migration decline and its economic ripple effects

    00:19:12 - AI data center debt issuance versus Treasury bonds

    00:24:20 - Is AGI here? Jensen Huang and OpenAI weigh in

    00:28:51 - Bitcoin ETF inflows and River's allocation report

    00:33:37 - Gold's massive one-day market cap gain versus Bitcoin

    SUBSCRIBE

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    › John Arnold: https://x.com/JohnArnoldTen31

    › Ten31: https://ten31.xyz

    TFTC #MartyBent #JohnArnold #Bitcoin #Venezuela

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30. #789: Stablecoins Are Replacing the Petrodollar with Michael Every

    5 de septiembre de 20261 h 4 minA continuación

    Michael Every breaks down the reverse perestroika thesis reshaping macro and geopolitics in 2026. Marty and Michael cover the Iran war, Russia-Ukraine escalation risk, Venezuela and the Dunroe Doctrine, China's …

    Notas del episodio

    Michael Every breaks down the reverse perestroika thesis reshaping macro and geopolitics in 2026. Marty and Michael cover the Iran war, Russia-Ukraine escalation risk, Venezuela and the Dunroe Doctrine, China's automation-driven job losses, structural inflation from the diesel and refined product shortage, the Fed's shift to short-end T-bill issuance, stablecoins replacing the petrodollar, economic statecraft, AGI implications, and why Europe has lost leverage with both the US and China. A must-listen for anyone tracking Bitcoin, monetary policy, and the shifting global order.

    Michael on X: https://x.com/TheMichaelEvery

    Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

    STACK SATS hat: https://tftcmerch.io/

    Our newsletter: https://www.tftc.io/bitcoin-brief/

    TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

    Discord: https://discord.gg/yHGkvYxdqT

    Opportunity Cost Extension: https://www.opportunitycost.app/

    Shoutout to our sponsors:

    Block:

    • Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast.
    • Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware.
    • Bitkey: Use code TFTC10 for 10% off the new Bitkey.

    Aven

    https://www.aven.com/bitcoin

    CrowdHealth

    https://www.joincrowdhealth.com/tftc

    Salt of the Earth:

    https://drinksote.com/tftc

    Join the TFTC Movement:

    Main YT Channel

    https://www.youtube.com/c/TFTC21/videos

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    https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

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    https://tftc.io/

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    tftc.io/bitcoin-brief/

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    Transcripción

Aquí están los 40 episodios más recientes de 1.071. Los anteriores están en el feed del podcast.