TFTC: A Bitcoin Podcast
TFTC is a podcast hosted by Marty Bent about Bitcoin. Join Marty, Editor in Chief of "the best newsletter in Bitcoin", as he sits down to discuss Bitcoin with interesting people.
Episodes
#801: Proving What's Real In The Age Of AI with Bryan Jacoutot
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 b
Ten31 Timestamp: Liberty, Equality, Insolvency
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 escalati
#800: London Closed The Strait Of Hormuz with Tom Luongo
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 Shelto
#799: The Economic Revolution Is Already Here with Susan Kokinda
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 ap
Ten31 Timestamp: Gilt Trip
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 i
#798: The Roman Playbook for Destroying a Currency with Jeremy Ryan Slate
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, qua
#797: The ColdCard Hack Was Only The Beginning with Erin Redwing
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
#796: Own Your Intelligence Stack with Tommy Eastman
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
#795: Tokenization Unlocks $900 Trillion in Wealth with Jordi Visser
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, ene
Ten31 Timestamp: Revenge of the Nerds
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
#794: Why Inflation Is Designed To Crush You with Gary Brode
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 t
#793: China Is Funding The War On Data Centers with Sam Lyman
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 div
#792: Insurance Companies Are The Next Contagion with Nick Nemeth
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, entit
#791: The Bitcoin Playbook for Commercial Real Estate Owners & Investors with Chris Drzyzga
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 hea
#790: MMR Vaccines Are Deadlier Than Measles with Nic Hulscher
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 re
Ten31 Timestamp: Growth Mindset
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 episod
#789: Stablecoins Are Replacing the Petrodollar with Michael Every
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, economi
Ten31 Timestamp: Druck and Disorderly
The Treasury declared economic D-Day on Iran the same week traffic through the Strait of Hormuz jumped 400% and Trump announced a deal for 65 billion barrels of Venezuelan oil. None of that is a coincidence.
🔗 https://bitcoinproducts.com
In this episode:
What Operation Economic Outcast and secondary sanctions are actually targeting
Why Bessent refused to rule out sanctioning Chinese banks
Reports
#788: Rebuilding The High Trust Society with Johann Kurtz
Johann Kurtz returns to TFTC to explain why young people are broke despite rising real wages and falling unemployment. Kurtz and Marty Bent break down the measurement problem buried inside GDP and inflation data, the two-income trap, collapsing home ownership, and the real cost of living in a low-trust society. They dig into social capital, status games, the fertility collapse, and why tight-knit
#787: Why The Housing Market Is Rigged To Fail with Melody Wright
Melody Wright returns to unpack a housing market collapse accelerating faster than 2008. Foreclosure referrals are spiking 150% month over month, FHA delinquencies are climbing past 12%, and multifamily real estate securitizations are showing signs of fraud, mismarked debt, and vanishing capital. Wright and Marty dig into United Wholesale Mortgage's balance sheet troubles, Fannie Mae and Freddie M
#786: The Offshore Dollar Is Being Dismantled with Matt Dines
Matt Dines returns to break down a week of escalating monetary chaos. Scott Bessent doubles the Treasury buyback limit to $4 billion, Stanley Druckenmiller fires a public warning shot in the Wall Street Journal, and the US-Canada trade relationship collapses into 50% tariffs. Matt maps the mechanics behind treasury auctions, yield curve defense, and the offshore dollar's unwind, then connects "Ope
Ten31 Timestamp: You're Gonna Need a Bigger Buyback
The Treasury just signaled it will do whatever it takes to hold the long end together, and Bitcoin ripped toward $80,000 about 45 minutes after the headline hit.
🔗 https://bitcoinproducts.com
In this episode:
Why doubling buybacks from $2 billion to $4 billion moved markets this much
How the TGA could become the Treasury's next source of firepower
Investment funds replacing the Fed as the margina
#785: You Are Your Own Single Point Of Failure with Alex Bergeron
Alex Bergeron of Ark Labs joins Marty Bent to unpack the Coldcard exploit, the Boltz shutdown, and what AI-driven attacks mean for Bitcoin self-custody. Bergeron argues the maximalist dogma around trustlessness held back innovation, and that collaborative custody, covenants, and vaults are the path forward. The conversation covers Arkade's smart-signer architecture, spending policies, RFQ intents
#784: The Billionaire Playbook with Chase Koch
Chase Koch joins Marty Bent to break down principle-based management, the operating system behind Koch Industries' 86 years and 9,000x growth. Chase explains why he stepped down as president of the fertilizer business after nine months, how comparative advantage and creative destruction shape decisions across 140,000 employees, and why sizing your bets to your knowledge beats chasing quarterly num
Ten31 Timestamp: Dog Days
Marty and John dig into the Groundhog Day situation in the Strait of Hormuz, why neither side looks desperate to deal, and what rising Treasury yields with suppressed volatility mean for the standoff. They get into the SPR draining to 40-year lows, Japan's yield curve cracking and the Fed stepping in with yen support, and why the FEMA repo facility matters. They also break down the latest fiscal m
#783: Trump Is Throwing The Midterms with Mark Mitchell
Former Rasmussen pollster Mark Mitchell breaks down why Trump’s Iran pivot is tanking his populist coalition ahead of the 2026 midterms. The Honest Poll founder exposes rigged polling, GOP donor capture, ballooning deficits, and a housing market on the brink. They dig into Bitcoin as an escape hatch from fiat failure, why Gen Z is flirting with socialism, and how corporate fascism is eating the ec
#782: Fiat Food Is Destroying America with Will Harris
Will Harris of White Oak Pastures joins TFTC to break down why industrial agriculture is failing farmers, consumers, and the environment. He explains how regenerative farming rebuilds soil health, sequesters carbon, and produces nutrient-dense beef without feedlots or monocultures. Harris and Marty draw parallels between Bitcoin’s low-time-preference mindset and generational land stewardship, argu
#781: The Truth About Fauci with Jessica Rose
Jessica Rose unpacks the Proximal Origin cover-up, Fauci’s leaked emails, and the rush to hide lab origins before the mRNA rollout. She breaks down Slack messages revealing scientists privately feared the furin cleavage site, exposes airport biological trafficking, and highlights DNA contamination and SV40 sequences found in COVID vaccines. The conversation dives into media censorship, presidentia
#780: Dissecting The Coldcard Hack with Alex Thorn
Alex Thorn joins Marty to break down the Coldcard vulnerability draining Bitcoin wallets across multiple attack waves. Galaxy Research traces stolen on-chain funds while victims race against time to secure self-custodied BTC. They dissect AI-driven exploit patterns, white hat ethical dilemmas, casino exfiltration attempts, and why multisig collaborative custody is now essential infrastructure. Bit
#779: SPR Releases Fix Nothing with Anas Alhajji
Energy economist Anas Alhajji breaks down the Iran war's impact on global oil markets, Hormuz shipping risks, and diesel shortages driving inflation. He exposes demand destruction, SPR manipulation myths, and why LNG dominates the energy security chessboard. Alhajji reveals how sanctions, trade wars, and AI data centers are reshaping macro policy, commodity prices, and dollar hegemony. From Saudi
#778: Give Your Agent a Bitcoin Wallet with Vinny
Marty sits down with developer Vinny to explore why AI agents, open source models, and permissionless protocols are converging into a new agentic economy. They unpack Buzz as a Nostr-native Slack killer, the risks of closed-source AI monopolies, and how Bitcoin Lightning enables machine-to-machine payments. From self-hosted harnesses to deterministic workflows, the conversation covers the macro sh
777: Coldcard Is Compromised with James O'Beirne
James O'Beirne joins Marty to break down the critical Coldcard RNG vulnerability affecting devices produced after 2021. They discuss how insufficient entropy generation exposes private keys, why MK2, MK3, MK4, and Q users must migrate funds immediately, and how AI models accelerated the discovery. The conversation covers multisig risks, passphrase limitations, dice roll safety, and the broader col
#776: Yields Must Rise, Fed Must Hike with Michael Howell
Michael Howell joins TFTC to break down why the Fed is trapped by rising bond yields and surging nominal GDP, forcing a return to rate hikes despite market expectations. We dissect the AI capex bubble, Treasury’s hidden debt monetization via bill issuance, and why global liquidity trends point to a crypto bottom by late 2026. Howell explains why Bitcoin outperforms gold as a monetary inflation hed
Ten31 Timestamp: Closed Straits and Open Models
Marty and John dig into the Houthis blocking the Bab el Mandeb strait, oil whipsawing on peace headlines, and why Lloyd's of London pulling war coverage matters for US insurers. They get into Trump's air defense stockpile problem, Chinese diesel demand falling off a cliff, and why the MOVE index staying subdued even as yields rise is the chart to watch. The bulk of the show is an extended breakdow
#775: Private Credit Is The Next Bomb with Dave Collum & Rudy Havenstein
Dave Collum and Rudy Havenstein join Marty Bent to dissect the medical industrial complex, SNRI and statin dangers, and the total collapse of trust in institutions. They dive into Trump’s broken promises, the Iran war escalation, Gaza, and the Charlie Kirk shooting narrative. The trio tears apart the AI bubble, SpaceX valuation, private credit risks, and a Fed-driven market top. Bitcoin, macro, an
#774: Quarterly Monetary Base Update with Matthew Mežinskis
Bitcoin analyst Matthew Mezinskis joins the show to defend the power law model against recent criticism, arguing the curve remains intact and Bitcoin is trading near historical lows relative to its trend. He breaks down why exponential models fail to capture Bitcoin’s network growth, compares the power curve to stock-to-flow and Plan B projections, and examines global monetary base expansion, Fed
#773: Open Source AI Is Non-Negotiable with Conner Brown
Conner Brown from the Bitcoin Policy Institute joins to break down AI and Bitcoin policy moving through Washington. We cover Taiwan’s legislative push for Bitcoin reserves, foreign influence campaigns targeting American data centers, and why open source AI matters for crypto adoption. Plus: how AI agents are already choosing Bitcoin, the real story behind company brains and LLM workflows, and the
Ten31 Timestamp: When Donald Met Kimi
Marty's back on the shore house porch just as the Middle East flares up again. Marty and John dig into WTI and Brent back in the 80s, the SPR hitting 43 days, and why GCC countries are racing to bypass the Strait of Hormuz. They also get into the US as a helium winner, the Fed trying to have it both ways on forward guidance and inflation, and why Kimi K3 is exposing the strategic risk of nerfed fr
#772: Bitcoin Is The Peaceful Revolution with Average Gary
Average Gary joins TFTC to unpack why veterans are flocking to Bitcoin, how military skills map to mining and self-custody, and what open-source firmware like Mugina means for decentralizing hash rate. We dig into fifth-generation warfare, building robust energy microgrids, and why the Bitcoin Veterans community is becoming a force multiplier for localism and peaceful revolution. A no-nonsense con
#771: Why AI Demand Won’t Collapse with Mel Mattison
Mel Mattison joins Marty to dissect AI’s impact on memory chips, the hyperscaler debt cycle, and the Fed’s rate outlook under Chairman Warsh. The conversation swings from Korean memory stocks like Micron, Samsung and SK Hynix to macro themes such as fiscal deficits, debasement trades, gold, Bitcoin and the new “Trump accounts” tax vehicle. Listeners get a contrarian view on why AI demand may outla
#770: The Western Canon Belongs To Your Child with Chapter House
Josh and Hannah Centers join Marty to discuss Chapter House, their publishing company reviving classic books for homeschooling families. They break down the failure of public school STEM pipelines, the superiority of physical books over screens, and why the Western canon builds virtue through wonder. The conversation covers Charlotte Mason methods, narration over worksheets, and how flawed heroes
Ten31 Timestamp: You Gotta MOVE
The Iran deal is dead again, ships are getting hit in the Gulf, and the ten year is back above four point five five. Marty and John sort through the latest Middle East escalation, why both sides actually want the conflict to keep going, and what it means for oil, LNG, and bond volatility. They dig into Japan's thirty year yield highs and the delicate balance the BOJ is walking, Mohamed El-Erian vo
#769: Freedom Money In Your Private Chat with Vik Sharɱa & Seth For Privacy
Marty Bent talks with Seth For Privacy and Vik from Cake Wallet about Radar, a new Signal fork that adds self-custodial Bitcoin Lightning payments to private messaging. They cover why Signal was the right base, how Spark enables seamless UX without custody, the growing EU surveillance threat, vibe coding, AI privacy risks, and why freedom tech needs to compete on convenience. A deep dive on buildi
#768: DAC8 Is A Kidnapping Factory with Francis Pouliot
Marty sits down with Francis Pouliot to discuss Bull Bitcoin's legal fight against DAC8 and MiCA in France, the dangers of FATF-driven surveillance regimes, and the Bitcoin privacy tools like PayJoin and Silent Payments that builders are deploying to resist global KYC overreach.
Francis on X: https://x.com/francispouliot\_
Bull Bitcoin: https://www.bullbitcoin.com/
Stop DAC8: https://dac8.com/en/
Ten31 Timestamp: The American Century (?)
The guys kick off the Fourth of July week by arguing that high agency culture is still America's edge, then dive into why AI is officially too big to fail. Marty and John break down FERC forcing grid operators to fast track data center connections, OpenAI floating a five percent stake to the Trump administration, and Marc Andreessen landing on the Pentagon's defense policy board. They also dig int
#767: The First Bitcoin Miner with Alex Waltz
Marty sits down with Alex Waltz to discuss his forensic investigation into Bitcoin's first seventy-two hours, which uncovers that Satoshi Nakamoto likely ran both a clearnet and Tor node to bootstrap the network, reveals Hal Finney as the third node but second person to join, and exposes how the nascent blockchain ground to a halt eight separate times.
Alex on X: https://x.com/raw_avocado
Alex’s W
#766: Gold and Bitcoin Are Your Survival Kit with Porter Stansberry
Marty sits down with Porter Stansbury to discuss the looming 2029 financial crisis, the erosion of federalism, and why gold, Bitcoin and timber may be the only real safe‑havens.
#765: The Bitcoin Home Mining Playbook with Exergy
Marty sits down with Tyler Stevens and Dylan Seib to discuss their playbook for integrating Bitcoin miners into home and commercial heating systems, monetizing excess solar instead of selling it back to the grid, and building open source control systems that turn industrial ASICs into useful home appliances.
Download The Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook
Ty
Ten31 Timestamp: DRAM Rules Everything Around Me
The Iran deal is back on again and off again, but oil is not buying it. Marty and John sift through the weekend headline chaos to focus on what actually matters: WTI near seventy dollars and the dollar index back above one hundred. They break down Treasury Secretary Scott Bessent's speech on economic statecraft, why reshoring critical supply chains is moving from PowerPoint to plant openings, and
#764: Revenge Of The Blue Collars with Peter St. Onge
Marty sits down with economist Peter St. Onge to discuss the AI bubble's remaining runway of real earnings, the coming renaissance for blue collar workers alongside the gutting of generalist cubicle workers, and why Kevin Warsh should fight inflation by unloading the Fed's balance sheet instead of hiking rates.
Peter on X: https://x.com/profstonge
Peter’s Substack: https://www.profstonge.com/
STAC
#763: The Everything Bubble Is Ending with Nick Nemeth
Marty sits down with Nick Nemeth to discuss the rot at the core of private credit and insurance, why layered leverage from sovereign wealth funds to BDCs is pushing the everything bubble toward a systemic unwind, and how Bitcoin’s future depends on rejecting Saylor-style financial engineering in favor of peer-to-peer digital cash.
Nick on X: https://x.com/NickNemo17
Mispriced Assets: https://mispr
#762: July 2026 Is The Portal with Erin Redwing
Marty sits down with Bitcoin astrologer Erin Redwing to discuss the once-in-6,000-year planetary alignment arriving in July 2026, why AI and surveillance are the era's defining battlegrounds, and how Bitcoiners can survive the coming identity crisis by staying humble and stacking sats.
Erin on X: https://x.com/realizingerin
Erin’s website: https://www.erinredwing.com
Erin on TikTok: https://www.ti
Ten31 Timestamp: Bitcoin and the Red Queen
The Iran deal looked like a breakthrough until both sides started spinning it within the hour, but oil kept falling and the dollar stayed bid anyway. Marty and John walk through a week of narrative violations, from WTI dropping into the mid seventies to Fed Chair Warsh's hawkish first FOMC press conference. They dig into why hyperscaler CapEx exploding while free cash flow collapses makes Volcker
#761: Miners Own The Power Gold Rush with Brandon Bailey
Marty sits down with Brandon Bailey to discuss the convergence of Bitcoin mining and AI compute infrastructure, why energized power portfolios are the most undervalued asset in tech, and how the race for data center capacity is creating a generational wealth opportunity.
Brandon on X: https://x.com/bitcoinbeezy
Dimetrics: https://www.dimetrics.ai/thesis
STACK SATS hat: https://tftcmerch.io/
Our ne
#760: The State Is Farming You with NVK
Marty sits down with NVK to discuss why Bitcoin has lost its counterculture edge, how AI is reshaping sovereignty and white-collar work, and the launch of ARCA, a personal data haven built for the agentic age.
NVK on X: https://x.com/nvk
CoinKite: https://coinkite.com/
Arca: https://arcasafes.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (
#759: Open Source Is The Only Defense with Kyle Olney
Marty sits down with Kyle Olney to discuss the government's escalating war on freedom tech, from the BRCA's dangerous developer loopholes and sudden AI export controls to the urgent need for open source software as the last line of defense against surveillance and licensing regimes.
Kyle on X: https://x.com/KyleOlney
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin
Ten31 Timestamp: Ad Astra Per Nasdaq
SpaceX finally went public and made Elon a paper trillionaire, but the bigger story is what it says about America's ability to mobilize industry when it counts. Marty and John draw a line from that milestone to the geopolitical chessboard—whether the new US-Iran deal sticks, how Washington is using energy dominance and dollar leverage, and why Anthropic's Fable 5 got yanked by export controls. The
#758: Strategy Is A Time Bomb with Jamie McAvity
Marty sits down with Jamie McCavity to discuss why the exodus from Bitcoin mining has created the best investment opportunity in five years, how the AI compute boom is forcing a complete rewrite of global energy strategy, and why he believes Michael Saylor’s financial engineering at Strategy has crossed into outright shareholder deception.
Jamie on X: https://x.com/jamesmcavity
Cormint: https://co
#757: The Treasury Is Failing You with Vince Lanci
Marty sits down with Vince Lanci to discuss his new book As Good as Gold, why the global financial system actually runs on collateral rather than currency, and how a quiet, controlled transition is underway from U.S. Treasuries to gold, Bitcoin, and a multipolar collateral framework.
Vince on X: https://x.com/Sorenthek
As Good As Gold: https://vblgoldfix.substack.com/p/as-good-as-gold-the-return-o
#756: Why Anger Is A Buy Signal with Michael Sullivan
Marty sits down with Michael Sullivan to discuss using AI-driven language analysis to map Bitcoin sentiment across cohorts, why 2026 price action mirrors 2015 despair, and how collapsing pleb conviction alongside steady OG optimism signals a generational bottom.
Michael on X: https://x.com/SullyMichaelvan
Michael’s Substack: https://substack.com/@sentimentsully
STACK SATS hat: https://tftcmerch.io
Ten31 Timestamp: In It For The Tech
🔗 https://bitcoinproducts.com
In this episode:
Why AI's recursive self-improvement could lead to exponential growth
How the US government's interest in Bitcoin and AI could drive demand
The potential implications of a strategic Bitcoin reserve
Signs Bitcoin may have bottomed while traditional assets struggle
The intersection of economic security and national security
TIMESTAMPS:
00:00:00 - In
#755: The Bottom Is In with James Check
Marty sits down with James Check to discuss why Strategy's 32 bitcoin sale is a de-risking "sacred cow" moment, why the current "time pain" chop marks the final chapter of the bear market, and why Bitcoin is entering deep value territory while the broader crypto ecosystem faces an extinction-level event.
James on X: https://x.com/_Checkmatey_
_checkonchain: https://www.checkonchain.com/
STACK SATS
#754: 15% Inflation Is Coming Back with Chris Martenson
Marty sits down with Chris Martenson to discuss rigged oil and futures markets, the Strategic Petroleum Reserve heading for tank bottom, the coming wave of inflation, and why hard assets are the only protection against a terminally broken financial system.
Chris on X: https://x.com/CHMartenson
Peak Prosperity: https://peakprosperity.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https:
#753: The Economy Is AI Now with Jordi Visser
Marty sits down with Jordi Visser to discuss why AI’s parabolic growth reflects real exponential demand rather than a bubble, how physical infrastructure bottlenecks are the only real brake on progress, and what the rise of agentic computing means for the death of the 60/40 portfolio, corporate hierarchies, and the fusion of Bitcoin with tokenized finance.
Jordi on X: https://x.com/jvisserlabs
Jor
Ten31 Timestamp: Just Add a Zero
Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into why oil is artificially cheap, why data centers are becoming a political target, and the Bitcoin developments everyone is ignoring.
🔗 https://bitcoinproducts.com
In this episode:
Trump and Bessent's $
#752: Why AI Stocks Are Cheap with John Tinsman
Marty sits down with John Tinsman to discuss the astronomical ROI of AI data centers, why hyperscaler CapEx has made the US economy rate-inelastic, and the brewing agricultural input crisis.
John on X: https://x.com/JohnTinsman
AOT: https://aotetf.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/port
#751: NGOs Are Enabling Addiction with Pablo Antonio & DC Posch
Marty sits down with DC Posch and Pablo Antonio to discuss exposing EBT fraud fueling San Francisco's fentanyl crisis, the perverse incentives of the NGO-industrial complex, and how reviving civic ambition through Greco-futurist beauty could rebuild American cities.
DC on X: https://x.com/dcposch
Pablo on X: https://x.com/PabloAntonio
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://w
#750: Stimmy Checks Are Coming Back with Joe Consorti
Marty sits down with Joe Consorti to discuss the K-shaped economy and why money printing has severed markets from reality, the Fed's trap between soaring interest expense and oil-driven inflation, the looming return of stimulus checks, Bitcoin's rise as neutral geopolitical settlement money in the Hormuz crisis, and the cultural decay downstream from fiat currency.
Joe on X: https://x.com/JoeConso
#749: Lyme Disease and Biowarfare with Kris Newby
Marty sits down with Kris Newby to discuss the hidden history of tick‑borne bioweapon research, the rise of Lyme and Alpha‑Gal allergies, and what it means for public health today.
Kris on X: https://x.com/krisnewby
Kris’s website: https://www.krisnewby.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (Ad-free & Discord): https://www.tftc.io/
#748: The Bond Market Says Tick Tock with Luke Gromen
Marty sits down with Luke Gromen to discuss the unsolvable U.S. sovereign debt trap, why the Fed will be forced to print money to cap yields into a new inflation spike, and how AI-driven labor disruption and the Iran-Hormuz supply shock are accelerating the end of the dollar-centric world order.
Luke on X: https://x.com/LukeGromen
FFTT: https://fftt-llc.com/
STACK SATS hat: https://tftcmerch.io/
O
Ten31 Timestamp: Mr. Warsh, I Don't Feel So Good
While US and Chinese leaders exchanged niceties in Beijing, bond markets were selling off hard. Thirty-year Treasury yields hit their highest level since 2007, inflation prints came in hot, and the Strait of Hormuz started looking like a live test of Bitcoin as money for enemies.
🔗 https://bitcoinproducts.com
In this episode:
US-China summit theater and what was actually accomplished
Global bond y
#747: Stablecoins Won’t Save the Treasury Market with Peruvian Bull
Marty sits down with Roberto Rios AKA Peruvian Bull to discuss Japan’s yen crisis, soaring U.S. debt, AI‑driven inflation, and why Bitcoin may be the only safe haven.
Peruvian Bull on X: https://x.com/peruvian_bull
Peruvian Bull on YouTube: https://www.youtube.com/@peruvian_bull
The Dollar Endgame: https://dollarendgame.substack.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://ww
#746: The Digital Euro Is A Trap with Matt Dines
Marty sits down with Matt Dines to discuss the European Union's plan to monetize private savings through a digital euro, the Warsh-Powell proxy war for the Federal Reserve, and the mounting credit risks inside Bitcoin-backed perpetual preferreds.
Matt on X: https://x.com/LeveredUSTs
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (Ad-free & Disco
#745: The AI Approval Layer Is Fake with Zach Herbert
Marty sits down with Zach Herbert to discuss how Foundation Devices is building a microkernel operating system to bring Bitcoin-grade security principles to the AI era, why current AI permission layers are fake, and the urgent need to reinvent personal computing before autonomous agents overrun legacy operating systems.
Zach on X: https://x.com/zherbert
Foundation Devices: https://foundation.xyz/
Ten31 Timestamp: Going Vertical
China's teapot refiners are bleeding, Intel is going vertical on reshoring headlines, and AI benchmark scores are leaving the charts as Trump meets with Xi this week. Three vertical charts tell the story of US leverage across energy, chips, and capital markets, why the AGI buildout is driving industrial policy, and what it means for a labor market already showing cracks. No matter which scenario p
#744: Your Face Is Not A Password with Gerald Glickman
Marty sits down with Gerald Glickman to discuss the urgent need for Bitcoiners and policymakers to embrace cryptography-based decentralized identity standards that preserve privacy and individual sovereignty before the window closes on a surveillance-based digital ID future.
Gerald on X: https://x.com/GeraldGlickman
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-
#743: Why Boomers Will OutHODL You with Eric Balchunas
Marty sits down with Eric Balchunas to discuss the Strategy investor call, the accelerating institutional takeover of Bitcoin through ETFs, and whether the cypherpunk base is cashing out just as Wall Street and the boomers arrive.
Eric on X: https://x.com/EricBalchunas
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (Ad-free & Discord): https://w
#742: Why Privacy Is Non-Negotiable with Lauren Rodriguez
Marty sits down with Lauren Rodriguez to discuss the persecution of her husband Keonne over Samurai Wallet, the criminalization of open-source code and financial privacy, and the urgent fight to free political prisoners in the war on crypto.
Lauren on X: https://x.com/leamuirleyn
FREE SAMOURAI: https://billandkeonne.org/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bit
Ten31 Timestamp: The House Always Wins
The Trump administration is invoking the Defense Production Act to fast-track energy and grid infrastructure, the UAE just left OPEC after six decades, and the Treasury is opening dollar swap lines to fund a massive industrial push. Meanwhile US farmers are getting squeezed by fertilizer shortages, and Bitcoin is looking harder and harder to bet against as the monetary base expands and Washington
#741: Solving The Wrench Attack with Max Guise
Marty sits down with Max from BitKey to discuss the evolution of Bitcoin self-custody, the launch of the new seedless hardware wallet, and the architectural challenges of making Bitcoin "everyday money."
Max on X: https://x.com/max_guise
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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