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Ten31 Timestamp: You Gotta MOVE
14 juli 2026 · 31 min
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 vouching for Bessent's industrial policy in the New York Times, and why the MOVE index might matter more than the absolute rate level. They also cover Circle's bank charter approval, the OpenUSD consortium bringing Wall Street and Silicon Valley together around the digital dollar, and the growing turf war over who gets to run America's strategic Bitcoin reserve. Lees meer
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In this episode:
Iran deal collapses again and the incentive to keep fighting
Trump wants to be the paid guardian of the Strait of Hormuz
Ten year yields jumping and what the MOVE index is saying
Qatar pauses LNG ramp and European gas spikes
Japan bond yields hit thirty year highs
Mohamed El-Erian vouching for Bessent's doctrine
Circle gets OCC approval despite bank lobbying
OpenUSD and the digital dollar consortium
Treasury versus Commerce over the Bitcoin reserve
America's lead as the Bitcoin superpower
TIMESTAMPS:
00:00:00 - Beach banter and summer grind
00:01:09 - Iran deal dead again
00:01:36 - Iran attacks ships and Trump ends the MOU
00:02:18 - Incentives to keep fighting
00:03:09 - Guardian of the Strait
00:04:05 - Ten year yields jump
00:05:25 - MOVE index and bond volatility
00:09:21 - Qatar LNG disruption
00:11:54 - Japan yields at thirty year highs
00:16:56 - Mohamed El-Erian on Bessent
00:19:32 - Circle gets bank charter approval
00:22:25 - OpenUSD digital dollar consortium
00:26:55 - Treasury versus Commerce over SBR
00:29:35 - America the Bitcoin superpower
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#769: Freedom Money In Your Private Chat with Vik Sharɱa & Seth For Privacy
11 juli 2026 · 1 uur 26 min
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 building privacy preserving tools that normal people actually want to use. Lees meer
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#768: DAC8 Is A Kidnapping Factory with Francis Pouliot
8 juli 2026 · 1 uur 27 min
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. Lees meer
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Ten31 Timestamp: The American Century (?)
6 juli 2026 · 34 min
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 into the memory bottleneck squeezing the chip buildout, why frontier models are not getting commoditized by open source, and what Saudi oil flows back at ninety percent mean for Iran's leverage. To close, they look at Trump's fifty million dollar Bitcoin stash, Strategy selling coin to fund dividends, and whether Washington might already be building a strategic position through the public markets. Lees meer
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In this episode:
Happy Fourth and why high agency culture still matters
FERC orders grid operators to fast track data center interconnection
OpenAI proposes a five percent stake to the administration
Marc Andreessen joins the Pentagon defense policy board
TSMC doubles down in Arizona and the fifty percent fab target
Memory bottleneck, DRAM, and the chip shortage reality
Frontier models versus open source commoditization fears
Saudi oil back to ninety percent and Iran's floating stockpile
China housing collapse and liquidity pumps
Trump discloses fifty million in Bitcoin cold storage
Strategy's digital credit framework and Bitcoin sales
Could Washington be building a strategic reserve via public markets
TIMESTAMPS:
00:00:00 - Happy Fourth and high agency culture
00:02:01 - Grid stability and energy abundance
00:02:40 - FERC orders fast track data center interconnection
00:04:51 - AI officially too big to fail
00:05:50 - OpenAI proposes five percent stake
00:08:31 - Marc Andreessen joins defense policy board
00:10:59 - TSMC doubles Arizona investment
00:14:11 - Memory bottleneck and chip headlines
00:17:12 - Etched and compute brea…
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#767: The First Bitcoin Miner with Alex Waltz
6 juli 2026 · 1 uur 18 min
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. Lees meer
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#766: Gold and Bitcoin Are Your Survival Kit with Porter Stansberry
3 juli 2026 · 54 min
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.
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#765: The Bitcoin Home Mining Playbook with Exergy
1 juli 2026 · 1 uur 23 min
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. Lees meer
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Ten31 Timestamp: DRAM Rules Everything Around Me
29 juni 2026 · 35 min
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 how Iran's oil sanctions waivers are really a dollar dominance play. They also dig into the AI-driven memory shortage that is ending consumer electronics deflation, the administration's crackdown on frontier model releases, and why Apollo's seventeen percent withdrawal requests are a warning shot for private credit. To close, they look at Strategy's preferred share depeg, Bitcoin scraping fifty-eight thousand, and BlackRock's quiet reiteration that every portfolio needs one to two percent allocated to BTC. Lees meer
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In this episode:
Iran deal whiplash and headline fatigue
WTI at seventy dollars and the dollar at one oh one
Bessent on supply chain audits and economic statecraft
Hard tech reshoring from El Segundo to Michigan
Dollar dominance and Iran oil waivers priced in USD
AI driven memory shortage ending electronics deflation
Frontier AI regulation versus open source models
Private credit stress at Apollo and insurers
Strategy preferred shares dropping to seventy two dollars
Bitcoin at fifty eight thousand and BlackRock guidance
TIMESTAMPS:
00:00:00 - Iran deal whiplash
00:01:47 - WTI at seventy dollars
00:02:27 - Bessent on supply chain resilience
00:04:14 - Economic statecraft and coercion
00:06:08 - Hard tech reshoring
00:08:55 - Dollar dominance and DXY one oh one
00:10:59 - Iran oil waivers in USD
00:15:27 - AI memory shortage and electronics inflation
00:20:14 - Frontier AI as national security
00:23:18 - Open source versus frontier economics
00:28:43 - Apollo private credit stress
00:32:21 - Strategy preferred shares d…
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#764: Revenge Of The Blue Collars with Peter St. Onge
29 juni 2026 · 1 uur 11 min
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. Lees meer
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#763: The Everything Bubble Is Ending with Nick Nemeth
27 juni 2026 · 1 uur 56 min
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. Lees meer
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#762: July 2026 Is The Portal with Erin Redwing
24 juni 2026 · 1 uur 47 min
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. Lees meer
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Ten31 Timestamp: Bitcoin and the Red Queen
22 juni 2026 · 31 min
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 2.0 impossible, how housing affordability and debt service are pushing the Fed and Treasury back together, and why frontier AI is now a state secret. They also check in on Bitcoin's quiet grind, with Taiwan's central bank exploring reserves and BlackRock still building products in the background. Lees meer
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In this episode:
Iran MOU signed and immediately disputed
Oil crashing below $75 and the dollar narrative violation
Warsh's first FOMC, hawkish dot plot, and stripped down guidance
Hyperscaler CapEx surging while free cash flow dries up
Housing affordability and why Volcker 2.0 is off the table
Fed Treasury accord and the debt service constraint
AI treated as national security, Fable 5 pulled from allies
Bitcoin range bound while institutions and policymakers build
TIMESTAMPS:
00:00:00 - Nickelback and Father's Day
00:00:43 - Iran MOU signed and disputed
00:01:31 - JD Vance delegation drama
00:02:18 - Oil breaking below $80
00:03:35 - Dollar strength and DXY
00:04:21 - Tactical pause theory for midterms
00:05:21 - Narrative violations everywhere
00:07:37 - US capital markets versus China
00:08:20 - Warsh's hawkish FOMC debut
00:09:33 - Stripping out forward guidance
00:10:31 - Balance sheet task force
00:11:38 - Hyperscaler CapEx versus free cash flow
00:13:35 - Meta Google Microsoft AI disarray
00:16:33 - Housing affordability crunch
00:18:44 - Fed Treasury accord
00:19:40 - Debt service and non discretionary spend
00:22:49 - AI export controls and Fable 5
00:24:28 - Bessent NATO and Cuba reforms
00:26:51 - Bitcoin range…
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#761: Miners Own The Power Gold Rush with Brandon Bailey
22 juni 2026 · 1 uur 24 min
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. Lees meer
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#760: The State Is Farming You with NVK
20 juni 2026 · 1 uur 32 min
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. Lees meer
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#759: Open Source Is The Only Defense with Kyle Olney
17 juni 2026 · 1 uur 13 min
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. Lees meer
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Ten31 Timestamp: Ad Astra Per Nasdaq
15 juni 2026 · 28 min
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. They also dig into Dario Amodei's AI roadmap, the Social Security math speeding toward 2032, and why the bond market may force a pro-liquidity future that makes US Bitcoin dominance impossible to ignore. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
SpaceX going public and the reality of Elon as a paper trillionaire
Why American manufacturing might not be as dead as the consensus thinks
The US-Iran deal and oil breaking below eighty dollars
Leveraging energy, seized assets, and dollar network effects
Anthropic's Fable 5, AI export controls, and Dario's policy roadmap
Social Security shortfalls and why the bond market is the real constraint
Bitcoin climbing back toward sixty six thousand and US dominance stats
The strategic Bitcoin reserve conversation and why it is not going away
TIMESTAMPS:
00:00:00 - 250th anniversary vibes and great men of history
00:00:33 - SpaceX IPO and the paper trillionaire headline
00:01:56 - Falcon 1 wreckage and the story of resilience
00:03:00 - Why you don't want to short American manufacturing
00:05:32 - Colossus, Starlink, and objective reality
00:06:36 - World Cup energy and the American spirit
00:07:50 - Jack Ma vs Elon and wealth confiscation politics
00:09:57 - Bill Knudson on what drives America's future
00:10:38 - US-Iran deal and oil dropping below $80
00:12:54 - Leveraging capital markets, energy, and the dollar
00:15:34 - Bitcoin climbing back toward $66,000
00:16:36 - Anthropic's Fable 5 and AI export controls
00:19:36 - Dario's AI roadmap, UBI, and Social Security shortfalls
00:22:37 - The bond market constr…
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#758: Strategy Is A Time Bomb with Jamie McAvity
15 juni 2026 · 1 uur 7 min
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. Lees meer
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#757: The Treasury Is Failing You with Vince Lanci
13 juni 2026 · 1 uur 7 min
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. Lees meer
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#756: Why Anger Is A Buy Signal with Michael Sullivan
10 juni 2026 · 1 uur 21 min
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. Lees meer
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-
Ten31 Timestamp: In It For The Tech
8 juni 2026 · 26 min
🔗 https://bitcoinproducts.com Lees meer
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 - Introduction to AI development
00:05:00 - US government's interest in Bitcoin and AI
00:10:00 - Potential implications of a strategic Bitcoin reserve
00:15:00 - Bitcoin's price and market conditions
00:20:00 - Economic security and national security
00:25:00 - Conclusion and final thoughts
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› Ten31: https://ten31.xyz
-
#755: The Bottom Is In with James Check
8 juni 2026 · 1 uur 18 min
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. Lees meer
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#754: 15% Inflation Is Coming Back with Chris Martenson
6 juni 2026 · 1 uur 33 min
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. Lees meer
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#753: The Economy Is AI Now with Jordi Visser
3 juni 2026 · 1 uur 20 min
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. Lees meer
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-
Ten31 Timestamp: Just Add a Zero
1 juni 2026 · 35 min
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. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
Trump and Bessent's $250 bill vs the iconic Fed building audit photo
Chevron and Exxon CEOs call BS on suppressed oil prices amid SPR drains
Micron and Dell hit record highs as AI infrastructure proves it's not 1999
Credit card delinquencies and savings rates flash K-shaped warning signs
Why Brad Gerstner is pitching dividends to calm AI data center opposition
Iran's Hormuz Safe and Calyx's Cashew protocol validate Bitcoin's core thesis
TIMESTAMPS:
00:00:00 - Getting the band back together after Memorial Day
00:01:02 - Trump, Powell, and the $250 bill photo
00:02:34 - The K-shaped economy acceleration
00:03:00 - Oil prices, Hormuz, and strategic reserve draws
00:05:41 - Chevron and Exxon call BS on manufactured oil prices
00:07:30 - AI infrastructure: Micron, Dell, and record earnings
00:09:03 - Why this AI boom isn't the dot-com bubble
00:12:22 - xAI Colossus, Anthropic's raise, and OpenAI breakthroughs
00:16:08 - Delinquencies and savings flash K-shaped warnings
00:19:41 - Gerstner's dividend plan vs NYC seizure rhetoric
00:24:24 - AI data centers, energy, and narrative battles
00:26:48 - Bitcoin's Hormuz Safe development
00:28:38 - Cashew protocol, TEEs, and Bitcoin privacy
00:30:45 - Sentiment worst since 2015 and why it matters
00:34:25 - No summer doldrums this year
SUBSCRIBE
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› John Arnold: https…
-
#752: Why AI Stocks Are Cheap with John Tinsman
1 juni 2026 · 57 min
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. Lees meer
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-
#751: NGOs Are Enabling Addiction with Pablo Antonio & DC Posch
30 mei 2026 · 1 uur
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. Lees meer
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-
#750: Stimmy Checks Are Coming Back with Joe Consorti
27 mei 2026 · 1 uur 8 min
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. Lees meer
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#749: Lyme Disease and Biowarfare with Kris Newby
23 mei 2026 · 1 uur 2 min
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. Lees meer
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#748: The Bond Market Says Tick Tock with Luke Gromen
20 mei 2026 · 1 uur 19 min
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. Lees meer
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Ten31 Timestamp: Mr. Warsh, I Don't Feel So Good
18 mei 2026 · 23 min
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. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
US-China summit theater and what was actually accomplished
Global bond yields hitting highs not seen since 2007
Hot CPI and PPI prints versus the AI productivity narrative
Treasury repo "dirty tricks" and lending against its own debt
Strait of Hormuz fallout: motor oil, sulfur, fertilizer, and helium
Iran's IRGC demanding Bitcoin for passage insurance
TIMESTAMPS:
00:00:00 - US-China summit and CEO theater
00:01:06 - Beijing's holding pattern
00:02:11 - Bond markets send the real signal
00:04:18 - Hot inflation prints and Fed fears
00:05:55 - AI productivity or transitory 2.0?
00:07:26 - 1999 Cisco chart echoes
00:09:00 - Hormuz physical supply shocks
00:11:06 - US debt math and sovereign spiral
00:13:09 - Treasury repo market creativity
00:16:26 - Japan hyperinflation warnings
00:17:13 - China refinery cuts: who blinks first
00:18:44 - Iran's Bitcoin-only Hormuz insurance
00:21:21 - Bitcoin as money for enemies
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-
#747: Stablecoins Won’t Save the Treasury Market with Peruvian Bull
18 mei 2026 · 1 uur 37 min
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. Lees meer
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#746: The Digital Euro Is A Trap with Matt Dines
16 mei 2026 · 3 uur 2 min
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. Lees meer
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#745: The AI Approval Layer Is Fake with Zach Herbert
13 mei 2026 · 1 uur 29 min
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. Lees meer
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-
Ten31 Timestamp: Going Vertical
11 mei 2026 · 30 min
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 plays out, the path keeps leading back to the asset with no supply response. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
Why Chinese teapot refiners are getting squeezed by Hormuz
How the Trump-Xi meeting was shaped by Iran war timing
Intel going vertical on Apple reshoring and chip policy
US portfolio inflows and the weaponization of capital markets
AI benchmarks breaking the charts on scaling laws
The split economy: record AI investment and broke consumers
Mass layoffs at Cloudflare, Upwork, and Coinbase
Why every road leads back to Bitcoin's fixed supply
TIMESTAMPS:
00:00:00 - Mother's Day and monitoring the meta war
00:01:06 - Chinese teapot refiner margins collapse
00:02:11 - Three vertical charts framing the week
00:04:18 - SPR drains, input costs, and export asymmetry
00:05:15 - Trump-Xi meeting timing and leverage
00:07:26 - Hormuz closure was anticipated by US strategy
00:09:44 - Intel stock goes vertical on Apple reshoring
00:11:06 - TSMC risk and the Apple-Intel chip deal
00:12:57 - US portfolio inflows and the capital markets card
00:13:58 - Asymmetric leverage: energy, chips, and capital
00:17:13 - The choice between US decline or industrial reboot
00:19:31 - AI benchmarks break the charts on scaling laws
00:23:38 - Data center buildout and the physical economy
00:25:44 - K-shaped economy: record earnings, cracked consumer
00:29:13 - Bitcoin as the only asset with no supply response
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-
#744: Your Face Is Not A Password with Gerald Glickman
11 mei 2026 · 1 uur 9 min
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. Lees meer
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#743: Why Boomers Will OutHODL You with Eric Balchunas
10 mei 2026 · 1 uur 13 min
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. Lees meer
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#742: Why Privacy Is Non-Negotiable with Lauren Rodriguez
6 mei 2026 · 1 uur 9 min
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. Lees meer
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-
Ten31 Timestamp: The House Always Wins
4 mei 2026 · 30 min
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 starts waking up to what it can do. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
Defense Production Act invoked for grid, LNG, and critical infrastructure
Why the US trade rep says cost efficiency is dead and national security is in
UAE leaves OPEC after six decades and what that means for global supply
Dollar swap lines as the new playbook for funding US industrial policy
Fertilizer and helium shortages threatening American farmland
Bitcoin's case amid a structurally expanding monetary base
Energy and compute convergence playing out in the portfolio
TIMESTAMPS:
00:00:00 - Back from Bitcoin 2026 and the Vegas recovery
00:01:38 - Defense Production Act enacted for energy and grid infrastructure
00:03:30 - Jamison Greer on paying the national security premium
00:05:30 - EU strategic partnership and border-adjusted price floors
00:06:12 - US grid decay and China's power generation boom
00:08:26 - How to pay for it all as debt to GDP crosses 100%
00:12:26 - UAE and dollar swap lines for funding industrial policy
00:15:16 - UAE leaves OPEC after six decades
00:20:30 - US energy export dominance and drill baby drill
00:21:28 - Fertilizer and helium shortages hitting American farmers
00:24:20 - Backwardation says oil disruption may be temporary
00:25:00 - Bitcoin's setup against a growing monetary base
00:26:17 - Portfolio update: energy meets compute
00:29:05 - Bitcoin as collateral for infrastructure credit
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-
#741: Solving The Wrench Attack with Max Guise
29 april 2026 · 42 min
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." Lees meer
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-
#740: Hard Asset Lending For The 99% with Sadi Khan
27 april 2026 · 58 min
Marty sits down with Sadi Khan to discuss AVEN's launch of a Bitcoin-backed credit card offering 10-year fixed-rate credit lines as low as 7.99% APR, the company’s mission to grind down consumer cost of capital through asset-backed lending, and how technology, regulatory clarity, and hiring for intelligence are reshaping modern finance. Lees meer
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#739: Quarterly Monetary Base Update with Matthew Mežinskis
25 april 2026 · 1 uur 54 min
Marty sits down with Matthew Mežinskis to discuss Bitcoin's power law price dynamics, the accelerating "treadmill" of traditional markets, escalating geopolitical chaos including Russia's digital authoritarianism and America's shifting foreign policy, and the mathematical tension between Bitcoin's decelerating growth and Wall Street's attempt to subsume it into exponential fiat systems. Lees meer
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#738: The Dollar Empire Is Just Beginning with Capital Flows
22 april 2026 · 1 uur 23 min
Marty sits down with Jeremiah from Capital Flows to discuss how duration and credit risk price all assets, the implications of the dollar's reserve status on global trade, the current liquidity-driven equity melt-up, and emerging opportunities in decentralized finance and space technology. Lees meer
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-
Ten31 Timestamp: The Empire Strikes Back
20 april 2026 · 31 min
Term 2.0 is trending imperial as the US flexes financial and military muscle across the globe, from the Strait of Hormuz to the Panama Canal. While ceasefire headlines whipsaw market sentiment, Bitcoin is quietly decoupling from tech stocks and showing resilience against a backdrop of great power competition with China. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
Empire vs Republic: Are we entering the decline of the republic or the rise of the empire?
Middle East ceasefire chaos and why oil prices aren't reflecting the full strategic picture
US-China leverage game: Who blinks first on gas prices and supply chain disruption
Rare earth industrial policy: The Sierra Verde acquisition and Indonesia partnership
Bitcoin diverging from software stocks after months of tight correlation
Strategy's STRK preferred stock and the risks building in DeFi derivatives
Institutional pressure for quantum resistance by 2029 echoing the 2016 block size wars
TIMESTAMPS:
00:00:00 - Empire Strikes Back: Term 2.0 going imperial
00:01:06 - Oil prices and ceasefire volatility
00:02:11 - Bitcoin decoupling from software stocks
00:04:18 - Market positioning and the taco trade
00:07:26 - US vs China leverage thresholds
00:11:06 - Mark Carney and Canada relations
00:12:57 - Rare earths and Sierra Verde deal
00:13:58 - De-dollarization narrative reality check
00:17:13 - Indonesia and Brazil geopolitical moves
00:19:31 - Panama Canal strategic importance
00:20:47 - Strategy STRK preferred stock mechanics
00:22:17 - DeFi hacks and derivative risks
00:25:15 - Quantum computing institutional panel
00:27:20 - NIST criticism and 2016 parallels
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› Ten31…
-
#737: Preparing For Post Quantum Era with Pubkey
20 april 2026 · 57 min
Marty sits down with Thomas Pacchia, Christian Langalis, and Ryan Gentry to discuss institutional fears regarding quantum computing, the degradation of professional and college sports, the Joe McCann crypto saga, and the longhouse theory of political organization. Lees meer
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#736: Bitcoin Treasury for Business with Scott Marmoll
18 april 2026 · 1 uur 3 min
Marty sits down with Scott from Capital B Advisory to discuss their new Bitcoin Treasury and Exit Playbook, exploring how private business owners can accumulate Bitcoin on corporate balance sheets, navigate exit strategies, and leverage AI to optimize operations. Lees meer
Scott on LinkedIn: https://www.linkedin.com/in/scott-m-1720012b7
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Ten31 Timestamp: You Say Ceasefire, and I Say Escalation
13 april 2026 · 33 min
Markets are whipsawing between ceasefire hopes and escalation fears as the Strait of Hormuz becomes a geopolitical flashpoint, while Bitcoin shows surprising resilience amid the chaos. We dig into the energy leverage game between the US and China, the suspicious timing of the Mythos AI panic, and why Bitcoin makes more sense than stablecoins for toll payments in a war zone. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
Why empty VLCCs are racing to the Gulf of America while Hormuz closes
China's sulfuric acid export ban targeting global food supplies
Bitcoin holding $71k as traditional markets panic over Middle East escalation
The Mythos AI narrative as potential cover for a private credit crisis
Why stablecoins fail as neutral money for adversarial trade
Bitcoin's emerging role in international oil settlement and Hormuz tolls
TIMESTAMPS:
00:00:00 - Masters weekend and Middle East chaos
00:01:06 - Strait of Hormuz blockade and ceasefire games
00:02:58 - US energy leverage and VLCC redirection
00:06:18 - China retaliates with sulfuric acid export curbs
00:09:27 - Bitcoin's strength amid geopolitical turmoil
00:13:04 - Anthropic Mythos and the emergency bank meeting
00:19:35 - Private credit stress and insurance exposure
00:22:47 - Bitcoin tolls in the Strait of Hormuz
00:29:02 - Stablecoins vs Bitcoin for international trade
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#735: The Pollution of Bitcoin Core with Dr. Jack Kruse
11 april 2026 · 1 uur 34 min
Marty sits down with Jack Kruse to discuss the convergence of political power and financial corruption threatening Bitcoin, the existential danger of base‑chain pollution that most plebs overlook, and the shocking ties between early developer Adam Back and Jeffrey Epstein. Lees meer
https://www.nature.com/articles/s41567-025-02930-9
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#734: The Generational Wealth Heist with Nick Nemeth
8 april 2026 · 1 uur 17 min
Marty sits down with Nick Nemeth to discuss how private equity firms have rendered 29 of the top 30 US life insurers technically insolvent through accounting fraud, offshore reinsurance shell games, and risky private credit investments that threaten to trigger a crisis larger than 2008. Lees meer
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Ten31 Timestamp: Schrödinger's Regime Change
6 april 2026 · 27 min
Schrödinger's Regime Change is upon us. With the Trump administration sending contradictory signals on Iran and global markets whipsawing on every headline, Marty Bent and John Arnold cut through the noise to focus on the physical realities actually driving geopolitics. From oil flows through the Strait of Hormuz to the return of quantum computing FUD, we separate signal from noise in an increasingly chaotic world. Lees meer
🔗 https://bitcoinproducts.com
In this episode:
In this episode:
Schrödinger's Regime Change: Navigating Trump administration chaos
Why "Leroy Jenkins" is the perfect metaphor for current foreign policy
Physical oil flows increasing through Strait of Hormuz despite tensions
Unfreezing sanctioned assets and the fading Western sanctions regime
Helium shortages threatening semiconductor manufacturing
Qatar-Exxon Texas LNG venture and North American energy security
Alberta separatist movement and the future of Canadian oil
Quantum FUD returns: Google's new paper and Bitcoin's cryptographic future
Why rushing quantum resistance upgrades could be dangerous
The load bearing cryptography people protecting Bitcoin
TIMESTAMPS:
00:00:00 - Schrödinger's Regime Change
00:01:05 - The futility of headline watching
00:02:26 - The Leroy Jenkins foreign policy
00:03:03 - Strait of Hormuz oil realities
00:04:33 - Unfreezing Iranian assets
00:05:57 - Helium and semiconductor supply chains
00:06:26 - Texas LNG and energy dominance
00:08:23 - Alberta separatist movement
00:09:40 - Quantum FUD returns
00:11:24 - Theoretical vs physical quantum progress
00:13:44 - Jonas Nick's SHRIMP proposal
00:16:57 - Load bearing cryptography people
00:20:00 - Action bias and protocol safety
00:22:01 - Bitcoin's talent attraction signal
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#733: The Truth About The Quantum Threat with Brandon Black
4 april 2026 · 1 uur 6 min
Marty sits down with Brandon Black to discuss the realistic timeline of quantum computing threats to Bitcoin, the gap between theoretical breakthroughs and physical implementation, and why rushing post-quantum cryptographic upgrades may be unnecessary and risky. Lees meer
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