TFTC: A Bitcoin Podcast

34:59

Ten31 Timestamp: Gilt Trip

TFTC: A Bitcoin Podcast ·

2026/10/05

Oil flows through the Middle East are back near pre-war levels, but 10 year yields and the MOVE index are telling a different story.🔗 https://bitcoinproducts.com In this episode: Why Middle East crude flows are back to pre-war levels while diesel and refined products still lag What the US and China statement on Iran and Hormuz tolls signals How the push for a China-free rare earth supply chain is going Why the MOVE index and French bond spreads are blowing out How stablecoins and Treasury bills

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74:51

#798: The Roman Playbook for Destroying a Currency...

TFTC: A Bitcoin Podcast ·

2026/10/05

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

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75:38

#797: The ColdCard Hack Was Only The Beginning with...

TFTC: A Bitcoin Podcast ·

2026/09/30

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

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71:11

#796: Own Your Intelligence Stack with Tommy Eastman

TFTC: A Bitcoin Podcast ·

2026/09/28

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

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85:57

#795: Tokenization Unlocks $900 Trillion in Wealth...

TFTC: A Bitcoin Podcast ·

2026/09/24

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

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38:19

Ten31 Timestamp: Revenge of the Nerds

TFTC: A Bitcoin Podcast ·

2026/09/21

Trump tells the AI labs to quit "pacing the frontier" and go full speed ahead against China, while Bitcoin claws back above its 50 week moving average despite a mountain of bearish headlines.🔗 https://bitcoinproducts.com In this episode: - Why the sudden AI "slowdown" panic looks like a coordinated op - Trump's blunt response to Sam Altman, Elon Musk, and the frontier labs - What Latham & Watkins ditching OpenAI and Anthropic signals for enterprise - The energy proxy war with China driving diesel

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78:06

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

TFTC: A Bitcoin Podcast ·

2026/09/21

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

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59:47

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

TFTC: A Bitcoin Podcast ·

2026/09/19

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

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78:59

#792: Insurance Companies Are The Next Contagion with...

TFTC: A Bitcoin Podcast ·

2026/09/12

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

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75:15

#791: The Bitcoin Playbook for Commercial Real Estate...

TFTC: A Bitcoin Podcast ·

2026/09/09

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

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57:56

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

TFTC: A Bitcoin Podcast ·

2026/09/08

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

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34:33

Ten31 Timestamp: Growth Mindset

TFTC: A Bitcoin Podcast ·

2026/09/08

A white hat hacker just moved 4,000 bitcoin out of Blockstream's Liquid sidechain, and while that story unfolds, the G20 quietly made "growth" the only word that matters. Marty and John break down why debt, deregulation, and cheap energy are becoming the entire playbook - and why Bitcoin keeps showing up as the trade no matter which way the plan breaks.🔗 https://bitcoinproducts.com In this episode: Why a white hat hack on Blockstream's Liquid sidechain has crypto on alert How the G20 quietly made

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64:13

#789: Stablecoins Are Replacing the Petrodollar with...

TFTC: A Bitcoin Podcast ·

2026/09/05

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

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35:37

Ten31 Timestamp: Druck and Disorderly

TFTC: A Bitcoin Podcast ·

2026/08/31

The Treasury declared economic D-Day on Iran the same week traffic through the Strait of Hormuz jumped 400% and Trump announced a deal for 65 billion barrels of Venezuelan oil. None of that is a coincidence.🔗 https://bitcoinproducts.com In this episode: What Operation Economic Outcast and secondary sanctions are actually targeting Why Bessent refused to rule out sanctioning Chinese banks Reports of a canal being dredged in Oman to route around Hormuz How the Venezuela deal more than doubles US

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68:30

#788: Rebuilding The High Trust Society with Johann...

TFTC: A Bitcoin Podcast ·

2026/08/31

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,

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77:06

#787: Why The Housing Market Is Rigged To Fail with...

TFTC: A Bitcoin Podcast ·

2026/08/29

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

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101:30

#786: The Offshore Dollar Is Being Dismantled with...

TFTC: A Bitcoin Podcast ·

2026/08/26

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

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29:58

Ten31 Timestamp: You're Gonna Need a Bigger Buyback

TFTC: A Bitcoin Podcast ·

2026/08/24

The Treasury just signaled it will do whatever it takes to hold the long end together, and Bitcoin ripped toward $80,000 about 45 minutes after the headline hit.🔗 https://bitcoinproducts.com In this episode: Why doubling buybacks from $2 billion to $4 billion moved markets this much How the TGA could become the Treasury's next source of firepower Investment funds replacing the Fed as the marginal buyer of long end treasuries The US escorting oil out of the Strait of Hormuz under cover of

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110:40

#785: You Are Your Own Single Point Of Failure with...

TFTC: A Bitcoin Podcast ·

2026/08/24

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

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72:08

#784: The Billionaire Playbook with Chase Koch

TFTC: A Bitcoin Podcast ·

2026/08/19

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,

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