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#807: Health Insurance Is in a Death Spiral with Andy Schoonover
4 november 2026 · 1 uur
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. Lees meer
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:
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Nostr
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Ten31 Timestamp: The S-1 Also Rises
2 november 2026 · 39 min
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. Lees meer
🔗 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
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#806: The Switch That Unlocks Institutional Bitcoin with Baron Koch
2 november 2026 · 1 uur 10 min
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. Lees meer
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:
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Newsletter
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#805: Canada Is Speedrunning America's Future with Mike Werry and Mira Metter
29 oktober 2026 · 1 uur 38 min
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. Lees meer
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
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Nostr
http…
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#804: Bitcoin Is Cheap And Nobody Believes It with Matthew Mežinskis
27 oktober 2026 · 1 uur 42 min
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. Lees meer
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:
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Nostr
https:…
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Ten31 Timestamp: Spirit of '63
26 oktober 2026 · 45 min
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. Lees meer
🔗 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.…
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Ten31 Timestamp: Partly Cloudy
19 oktober 2026 · 28 min
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. Lees meer
🔗 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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#803: The Long End of the Curve Is Breaking with Parker Lewis
19 oktober 2026 · 1 uur 18 min
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. Lees meer
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:
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https://twitter.com/martybent
Nos…
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#802: The Banks Are Fleecing You with Mel Mattison
17 oktober 2026 · 1 uur 25 min
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. Lees meer
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://twitte…
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#801: Proving What's Real In The Age Of AI with Bryan Jacoutot
14 oktober 2026 · 1 uur 1 min
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. Lees meer
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.inst…
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Ten31 Timestamp: Liberty, Equality, Insolvency
12 oktober 2026 · 34 min
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. Lees meer
🔗 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 #John…
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#800: London Closed The Strait Of Hormuz with Tom Luongo
10 oktober 2026 · 1 uur 50 min
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. Lees meer
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
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
ht…
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#799: The Economic Revolution Is Already Here with Susan Kokinda
7 oktober 2026 · 1 uur 2 min
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. Lees meer
Susan on X: https://x.com/sjkokinda
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Ten31 Timestamp: Gilt Trip
5 oktober 2026 · 35 min
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. Lees meer
🔗 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
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#798: The Roman Playbook for Destroying a Currency with Jeremy Ryan Slate
5 oktober 2026 · 1 uur 15 min
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. Lees meer
Jeremy on X: https://x.com/JeremyRyanSlate
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#797: The ColdCard Hack Was Only The Beginning with Erin Redwing
30 september 2026 · 1 uur 16 min
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. Lees meer
Erin’s Website: https://www.erinredwing.com/
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#796: Own Your Intelligence Stack with Tommy Eastman
28 september 2026 · 1 uur 11 min
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. Lees meer
Tommy on X: https://x.com/yeahfortommy
Nous Research: https://x.com/NousResearch
Hermes Agent: https://hermes-agent.nousresearch.com/
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#795: Tokenization Unlocks $900 Trillion in Wealth with Jordi Visser
24 september 2026 · 1 uur 26 min
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. Lees meer
Jordi on X: https://x.com/jvisserlabs
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Ten31 Timestamp: Revenge of the Nerds
21 september 2026 · 38 min
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. Lees meer
🔗 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
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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
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#794: Why Inflation Is Designed To Crush You with Gary Brode
21 september 2026 · 1 uur 18 min
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. Lees meer
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#793: China Is Funding The War On Data Centers with Sam Lyman
19 september 2026 · 1 uur
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. Lees meer
Sam on X: https://x.com/SamLyman33
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#792: Insurance Companies Are The Next Contagion with Nick Nemeth
12 september 2026 · 1 uur 19 min
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. Lees meer
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#791: The Bitcoin Playbook for Commercial Real Estate Owners & Investors with Chris Drzyzga
9 september 2026 · 1 uur 15 min
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. Lees meer
Chris on X: https://x.com/ChrisDrz
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#790: MMR Vaccines Are Deadlier Than Measles with Nic Hulscher
8 september 2026 · 58 min
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. Lees meer
Nic on X: https://x.com/NicHulscher
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Ten31 Timestamp: Growth Mindset
8 september 2026 · 35 min
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. Lees meer
🔗 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
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TFTC #MartyBent #JohnArnold #Bitcoin #Venezuela
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#789: Stablecoins Are Replacing the Petrodollar with Michael Every
5 september 2026 · 1 uur 4 min
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. Lees meer
Michael on X: https://x.com/TheMichaelEvery
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Ten31 Timestamp: Druck and Disorderly
31 augustus 2026 · 36 min
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. Lees meer
🔗 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 of a canal being dredged in Oman to route around Hormuz
How the Venezuela deal more than doubles US access to proven reserves
Why Druckenmiller's op ed makes an argument that missed its exit 20 years ago
Trade unions turning into the loudest defenders of the AI build out
TIMESTAMPS:
00:00:00 - Jackson Hole in the rearview and a dressed down August recap
00:00:37 - Treasury's economic D-Day and Operation Economic Outcast
00:02:20 - Secondary sanctions covering digital assets, gold and shipping
00:02:47 - Whether Chinese banks are above the reach of US sanctions
00:05:03 - Sanctions as a way to light up the map
00:05:58 - Hormuz traffic up 400% and a canal being dredged in Oman
00:09:52 - Gas prices and short memories heading into the midterms
00:12:35 - Why Hormuz is a better card to hold than to play
00:13:42 - Venezuela deal for 65 billion barrels of oil reserves
00:17:17 - Pushing China out of the Western Hemisphere
00:18:13 - Druckenmiller's op ed and the entitlements problem
00:20:12 - Yield management and the World War Two analogy
00:24:16 - Why entitlement reform is never going to happen
00:24:55 - Print the difference or redesign the game board
00:27:43 - Trade unions becoming the AI build out's best allies
00:31:29 - A quantum resistant Bitcoin transaction lands on mainnet
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#788: Rebuilding The High Trust Society with Johann Kurtz
31 augustus 2026 · 1 uur 8 min
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 virtue-driven communities still produce large families. A grounded macro conversation about money, family formation, and building a life worth living. Lees meer
Johann on X: https://x.com/JohannKurtz
Johann on Substack: https://substack.com/@becomingnoble
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#787: Why The Housing Market Is Rigged To Fail with Melody Wright
29 augustus 2026 · 1 uur 17 min
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 Mac exposure, private credit stress, commercial real estate maturity walls, and why Bitcoin remains the hedge against a monetary system built on unchecked credit creation. Lees meer
Melody on X: https://x.com/m3_melody
Melody’s Substack: https://m3melody.substack.com/
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#786: The Offshore Dollar Is Being Dismantled with Matt Dines
26 augustus 2026 · 1 uur 42 min
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 "Operation Economic Outcast" and Iran's oil smuggling scandal to a broader financial war. Plus tokenized securities, the stalled Clarity Act, the ARMA bill, and what Bitcoin's five-sigma candle actually signaled. Lees meer
Matt on X: https://x.com/LeveredUSTs
Build: https://getbuilding.com/
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Ten31 Timestamp: You're Gonna Need a Bigger Buyback
24 augustus 2026 · 30 min
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. Lees meer
🔗 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 marginal buyer of long end treasuries
The US escorting oil out of the Strait of Hormuz under cover of darkness
Why the Canada, Mexico and South Korea headlines are all really about China
Private credit cockroaches surfacing in the Lakers and Dodgers ownership mess
TIMESTAMPS:
00:00:00 - Bitcoin charging toward $80,000
00:01:06 - Bull trap or breakout after months of coiling
00:02:45 - Treasury doubles bond buybacks to $4 billion per operation
00:06:17 - The TGA reportedly on the table to fund buybacks
00:08:42 - A whatever it takes moment with stocks near all time highs
00:11:06 - Who actually buys long end treasuries now
00:12:37 - Underwater bonds and freeing up balance sheet capacity
00:15:34 - Iran, the SPR at 1982 levels and crude stockpiles
00:16:59 - Sneaking oil out of the Strait of Hormuz after dark
00:17:58 - South Korea, Mexico and Canada trade headlines point to China
00:21:46 - Mark Walter, the Lakers sale and private credit's cockroach problem
00:23:28 - How a credit daisy chain could blow up the whole strategy
00:25:45 - World Liberty gets conditional charter approval from the OCC
00:27:38 - Stablecoins and a dollar system that looks pre-1913
00:28:40 - Trump defers on buying significantly more Bitcoin
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#785: You Are Your Own Single Point Of Failure with Alex Bergeron
24 augustus 2026 · 1 uur 51 min
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 for Lightning swaps, Bitcoin-backed lending markets, and why he calls it collaborative finance instead of DeFi. Plus: vibe coding, open source models, and whether AI can write secure Bitcoin software. Lees meer
Alex on X: https://x.com/bergealex4
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#784: The Billionaire Playbook with Chase Koch
19 augustus 2026 · 1 uur 12 min
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 numbers. The conversation covers bottom-up AI adoption, Austrian economics, Federal Reserve overreach, motivation beyond money, and the education entrepreneurs building 5,000 new schools outside a broken K-12 system. Lees meer
Principle Driven Leader Book: https://www.principledrivenleader.com/
Stand Together: https://standtogether.org/
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Ten31 Timestamp: Dog Days
17 augustus 2026 · 33 min
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 math, the $500 billion AI buildout coalition led by Nvidia, and the accelerating US-China decoupling across chips and talent. To close, they look at Paul Tudor Jones adding to his Bitcoin position, Abu Dhabi holding pat, and volatility coiling to all-time lows. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
Hormuz stalemate and Trump's territorial ambitions
Iranian factions and Treasury sanctions pressure
Treasury yields rising but MOVE index staying subdued
SPR drained to 40-year lows
Japan's yield curve and US yen intervention
FEMA repo facility and Fed-Treasury coordination
July deficit at $432 billion and interest expense surging
Niall Ferguson and the interest versus defense threshold
Crypto banking charters and the GENIUS Act timeline
Dollar system transition and new collateral
Nvidia and asset managers' $500B AI buildout
Manufacturing PMI hitting 2022 highs
US-China decoupling on chips and talent
Skilled workforce shortage and wage trends
Paul Tudor Jones increasing Bitcoin allocation
Abu Dhabi sovereign wealth holding pat on Bitcoin
Realized volatility at all-time lows
TIMESTAMPS:
00:00:00 - Dog days and Hormuz Groundhog Day
00:01:27 - Hormuz blocked and Trump's territorial ambitions
00:02:02 - Iranian factions and sanctions
00:03:25 - Bond yields and the MOVE index
00:05:29 - SPR at 40-year lows
00:07:00 - Japan yield curve and yen intervention
00:09:38 - FEMA repo facility
00:11:07 - July deficit at $432 billion
00:12:36 - Interest expense surpassing defense
00:16:47 - Fed-Treasury accord
00:17:41 - Crypto banking charters and GENIUS…
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#783: Trump Is Throwing The Midterms with Mark Mitchell
17 augustus 2026 · 1 uur 22 min
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 economy. With interest expense overtaking defense and Democrats poised for a House sweep, Mitchell argues the establishment is failing on every front—from antitrust grift to unchecked mail-in ballot harvesting. Lees meer
Mark on X: https://x.com/honestpollster
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#782: Fiat Food Is Destroying America with Will Harris
12 augustus 2026 · 58 min
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, arguing decentralized food systems beat centralized big beef. Learn why meeting your rancher matters more than waiting for government fixes, and how consumer choice drives real change in macro food policy. Lees meer
White Oak Pastures on X: https://x.com/whiteoakpasture
White Oak Pastures: https://whiteoakpastures.com/
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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.
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#781: The Truth About Fauci with Jessica Rose
10 augustus 2026 · 1 uur 39 min
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, presidential pardons, and why accountability matters for medical corruption and human liberty. Lees meer
Jessica on X: https://x.com/JesslovesMJK
Jessica on Substack: https://jessicar.substack.com/
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Newsletter…
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#780: Dissecting The Coldcard Hack with Alex Thorn
5 augustus 2026 · 54 min
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. Bitcoin security, private key entropy, and monetary sovereignty hang in the balance as attackers leverage frontier models against antiquated hardware. If you hold Bitcoin in cold storage, this conversation covers exactly what moves to make before your keys become the next target. Lees meer
Alex on X: https://x.com/intangiblecoins
Galaxy: https://linktr.ee/galaxyhq
Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook
STACK SATS hat: https://tftcmerch.io/
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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.
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#779: SPR Releases Fix Nothing with Anas Alhajji
3 augustus 2026 · 1 uur 14 min
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 export bottlenecks to European deindustrialization, this deep dive connects crude volatility to monetary policy, Bitcoin macro, and the national security case for natural gas. Lees meer
Anas on X: https://x.com/anasalhajji
Anas’s Substack
Daily: https://afalhajji.substack.com/
Weekly: https://anasalhajjieoa.substack.com/
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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.
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N…
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#778: Give Your Agent a Bitcoin Wallet with Vinny
1 augustus 2026 · 56 min
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 shift toward decentralized intelligence, regulatory capture fears, and why Bitcoin standards like L402 matter for the future of monetary policy in an automated world. Lees meer
Vinny on X: https://x.com/hot_town
Vinny on YouTube: https://www.youtube.com/@stealtime
Vinny on Nostr: vince@getalby.com - npub1wkghz9fjpdkgwy50epxcaksqevdnrfxsj9z99pn7s2z645atrt7swscqxy
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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.
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777: Coldcard Is Compromised with James O'Beirne
31 juli 2026 · 46 min
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 collapse of trust in single-vendor hardware wallets. Essential listening for Bitcoin self-custody security. Lees meer
James on X: https://x.com/jamesob
Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook
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Our newsletter: https://www.tftc.io/bitcoin-brief/
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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
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Salt of the Earth:
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Join the TFTC Movement:
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https://tftc.io/
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Podcast…
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#776: Yields Must Rise, Fed Must Hike with Michael Howell
30 juli 2026 · 1 uur 4 min
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 hedge, how China’s PBOC liquidity drives gold, and why $40 trillion national debt is just the beginning of a state-led capital war era. Lees meer
CrossBorder Capital on X: https://x.com/crossbordercap
GLIndexes: https://www.glindexes.com/
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
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Salt of the Earth:
https://drinksote.com/tftc
Join the TFTC Movement:
Main YT Channel
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Ten31 Timestamp: Closed Straits and Open Models
27 juli 2026 · 38 min
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 breakdown of the open versus closed AI model debate, why the Hugging Face hack exposes the absurdity of current guardrails, and how the real axis of conflict is US versus China, not open source versus safety. They close with Bitcoin long term holder supply hitting 84 percent, a classic bottoming signal. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
Yemen blockade in the Bab el Mandeb strait
Oil volatility and peace headline whipsaw
Lloyd's of London restricting war coverage
US insurers and the DFC angle
Trump pausing strikes and air defense stocks
Chinese diesel demand destruction
Treasury yields and the MOVE index managed ascent
Open source versus closed source AI debate
Distillation attacks and China sanctions
The real axis is US versus China not open source versus safety
Hugging Face hack and OpenAI sandbox breakout
Guardrails forcing use of Chinese GLM 5.2
Regulatory capture and the kill switch bill
Nvidia Open Secure AI Alliance
RSI and AI as a national strategic priority
Bitcoin long term holders at 84 percent
TIMESTAMPS:
00:01:25 - Yemen blockade in Bab el Mandeb
00:04:16 - Oil whipsawing on peace headlines
00:04:39 - Lloyd's of London war coverage
00:07:03 - City of London and dollar system
00:08:41 - Trump pausing strikes and munitions
00:09:04 - Chinese diesel demand destruction
00:12:30 - Treasury yields and MOVE index
00:15:55 - AI open versus closed source debate
00:16:50 - Sanctions and distillation attacks
00:20:13 - Jack Altman and the real axis
00:25:47 - Nvidia Open Secure AI Alliance
00:28:39 - Hugging Face hack and kill switch bi…
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#775: Private Credit Is The Next Bomb with Dave Collum & Rudy Havenstein
27 juli 2026 · 2 uur 46 min
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, and monetary policy dominate the conversation as they map a Fourth Turning collapse and the end of accountability. Lees meer
Dave on X: https://x.com/DavidBCollum
Rudy on X: https://x.com/RudyHavenstein
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/
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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
Unchained
https://unchained.com/tftc/
Salt of the Earth:
https://drinksote.com/tftc
Join the TFTC Movement:
Main YT Channel
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https://tftc.io/
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#774: Quarterly Monetary Base Update with Matthew Mežinskis
25 juli 2026 · 1 uur 44 min
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 balance sheet trends, and the intersection of Bitcoin’s scalable growth with TradFi’s volatile exponential debt. The discussion covers log periodic cycle analysis, generational buying levels, and what happens when Bitcoin’s power trend collides with fiat’s unsustainable compounding. Lees meer
Matthew on X: https://x.com/1basemoney
Porkopolis: https://www.porkopolis.io/topmoney/
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
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Join the TFTC Movement:
Main YT Channel
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Twitter
https://twit…
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#773: Open Source AI Is Non-Negotiable with Conner Brown
22 juli 2026 · 1 uur 22 min
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 fight to keep DC from regulating innovation out of existence. Lees meer
Conner on X: https://x.com/BitcoinConner
Bitcoin Policy Institute: https://www.btcpolicy.org/
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
Unchained
https://unchained.com/tftc/
Salt of the Earth:
https://drinksote.com/tftc
Join the TFTC Movement:
Main YT Channel
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Clips YT Channel
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-
Ten31 Timestamp: When Donald Met Kimi
20 juli 2026 · 31 min
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 frontier models. They also touch on Jevons Paradox in AI inference, whether sovereigns will end up backstopping training spend, and Bitcoin hovering around 64k with the strategic reserve bill finally hitting committee. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
Shore house banter and Canadian wildfire smoke
Iran escalation and oil back in the 80s
SPR at 43 days lowest since 1983
GCC pipeline rush to bypass the Strait of Hormuz
Houthi blockade threats and Iraq oil deals
US helium exports surging to Asia
Fed governors declaring inflation peaked
The forward guidance contradiction
Kimi K3 surpassing US frontier models
Hugging Face and the nerfed frontier model problem
Jevons Paradox and AI inference demand
Sovereign backstops for training spend
Bitcoin around 64k and Galaxy bottom indicators
Strategic Bitcoin Reserve bill hits committee
TIMESTAMPS:
00:00:00 - Shore house banter and smoke
00:01:27 - Iran back on the table
00:02:57 - SPR at 43 days
00:03:27 - GCC pipeline rush
00:05:02 - Yemen blockade threats
00:05:35 - Iraq PM visits Washington
00:07:35 - US helium winner
00:10:25 - Fed declares inflation peaked
00:14:27 - Kimi K3 and open weight models
00:19:07 - Hugging Face autonomous AI attack
00:22:53 - Jevons Paradox and inference
00:25:55 - Sovereign backstops for training
00:29:02 - Bitcoin around 64k
00:30:36 - Strategic Bitcoin Reserve bill
SUBSCRIBE
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FOLLOW US
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› Nostr: https://primal.net/tftc
FOL…
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#772: Bitcoin Is The Peaceful Revolution with Average Gary
20 juli 2026 · 2 uur 4 min
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 conversation on war, money, and the future of freedom tech. Lees meer
Gary on Nostr: https://primal.net/average
Bitcoin Veterans: https://bitcoinveterans.org/
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
Unchained
https://unchained.com/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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Instagram
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Follow Marty Bent:
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#771: Why AI Demand Won’t Collapse with Mel Mattison
18 juli 2026 · 1 uur 15 min
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 outlast hype, how free‑cash‑flow can erase debt fast, and what assets could dominate the market this decade. Lees meer
Mel on Twitter: https://x.com/MelMattison1
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#770: The Western Canon Belongs To Your Child with Chapter House
15 juli 2026 · 1 uur 21 min
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 teach courage better than sanitized textbooks. They explore Christian classical education, the meaning of true literacy, and why modern schooling produces spreadsheet thinkers instead of whole human beings. Lees meer
Josh on X: https://x.com/jcenters
Hannah on X: https://x.com/hannahcenters
Chapter House: https://chapter.house/
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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.
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