TFTC: A Bitcoin Podcast
TFTC is a podcast hosted by Marty Bent about Bitcoin. Join Marty, Editor in Chief of "the best newsletter in Bitcoin", as he sits down to discuss Bitcoin with interesting people.
#758: Strategy Is A Time Bomb with Jamie McAvity
Marty sits down with Jamie McCavity to discuss why the exodus from Bitcoin mining has created the best investment opportunity in five years, how the AI compute boom is forcing a complete rewrite of global energy strategy, and why he believes Michael Saylor’s financial engineering at Strategy has crossed into outright shareholder deception.
Jamie on X: https://x.com/jamesmcavity
Cormint: https://cormint.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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...
#757: The Treasury Is Failing You with Vince Lanci
Marty sits down with Vince Lanci to discuss his new book As Good as Gold, why the global financial system actually runs on collateral rather than currency, and how a quiet, controlled transition is underway from U.S. Treasuries to gold, Bitcoin, and a multipolar collateral framework.
Vince on X: https://x.com/Sorenthek
As Good As Gold: https://vblgoldfix.substack.com/p/as-good-as-gold-the-return-of-real
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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...
#756: Why Anger Is A Buy Signal with Michael Sullivan
Marty sits down with Michael Sullivan to discuss using AI-driven language analysis to map Bitcoin sentiment across cohorts, why 2026 price action mirrors 2015 despair, and how collapsing pleb conviction alongside steady OG optimism signals a generational bottom.
Michael on X: https://x.com/SullyMichaelvan
Michael’s Substack: https://substack.com/@sentimentsully
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Discord: https://discord.gg/yHGkvYxdqT
Opportunity Cost Extension: https://www.opportunitycost.app/
...Ten31 Timestamp: In It For The Tech
đź”— https://bitcoinproducts.com
In this episode:
Why AI's recursive self-improvement could lead to exponential growth How the US government's interest in Bitcoin and AI could drive demand The potential implications of a strategic Bitcoin reserve Signs Bitcoin may have bottomed while traditional assets struggle The intersection of economic security and national securityTIMESTAMPS:
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 sec...
#755: The Bottom Is In with James Check
Marty sits down with James Check to discuss why Strategy's 32 bitcoin sale is a de-risking "sacred cow" moment, why the current "time pain" chop marks the final chapter of the bear market, and why Bitcoin is entering deep value territory while the broader crypto ecosystem faces an extinction-level event.
James on X: https://x.com/_Checkmatey_
_checkonchain: https://www.checkonchain.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Discord: https://discord...
#754: 15% Inflation Is Coming Back with Chris Martenson
Marty sits down with Chris Martenson to discuss rigged oil and futures markets, the Strategic Petroleum Reserve heading for tank bottom, the coming wave of inflation, and why hard assets are the only protection against a terminally broken financial system.
Chris on X: https://x.com/CHMartenson
Peak Prosperity: https://peakprosperity.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Discord: https://discord.gg/yHGkvYxdqT
Opportunity Cost Extension: https://www...
#753: The Economy Is AI Now with Jordi Visser
Marty sits down with Jordi Visser to discuss why AI’s parabolic growth reflects real exponential demand rather than a bubble, how physical infrastructure bottlenecks are the only real brake on progress, and what the rise of agentic computing means for the death of the 60/40 portfolio, corporate hierarchies, and the fusion of Bitcoin with tokenized finance.
Jordi on X: https://x.com/jvisserlabs
Jordi’s Substack: https://substack.com/@visserlabs
Jordi on YouTube: https://www.youtube.com/@JordiVisserlabs
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/b...
Ten31 Timestamp: Just Add a Zero
Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into why oil is artificially cheap, why data centers are becoming a political target, and the Bitcoin developments everyone is ignoring.
đź”— 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 Cre...#752: Why AI Stocks Are Cheap with John Tinsman
Marty sits down with John Tinsman to discuss the astronomical ROI of AI data centers, why hyperscaler CapEx has made the US economy rate-inelastic, and the brewing agricultural input crisis.
John on X: https://x.com/JohnTinsman
AOT: https://aotetf.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Discord: https://discord.gg/yHGkvYxdqT
Opportunity Cost Extension: https://www.opportunitycost.app/
Shoutout to our sponsors:
Bitkey<...
#751: NGOs Are Enabling Addiction with Pablo Antonio & DC Posch
Marty sits down with DC Posch and Pablo Antonio to discuss exposing EBT fraud fueling San Francisco's fentanyl crisis, the perverse incentives of the NGO-industrial complex, and how reviving civic ambition through Greco-futurist beauty could rebuild American cities.
DC on X: https://x.com/dcposch
Pablo on X: https://x.com/PabloAntonio
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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...
#750: Stimmy Checks Are Coming Back with Joe Consorti
Marty sits down with Joe Consorti to discuss the K-shaped economy and why money printing has severed markets from reality, the Fed's trap between soaring interest expense and oil-driven inflation, the looming return of stimulus checks, Bitcoin's rise as neutral geopolitical settlement money in the Hormuz crisis, and the cultural decay downstream from fiat currency.
Joe on X: https://x.com/JoeConsorti
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Discord: https://discord.gg...
#749: Lyme Disease and Biowarfare with Kris Newby
Marty sits down with Kris Newby to discuss the hidden history of tick‑borne bioweapon research, the rise of Lyme and Alpha‑Gal allergies, and what it means for public health today.
Kris on X: https://x.com/krisnewby
Kris’s website: https://www.krisnewby.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/
Discord: https://discord.gg/yHGkvYxdqT
Opportunity Cost Extension: https://www.opportunitycost.app/
Shoutout to our sp...
#749: One Bite Can Ruin Your LIfe with Kris Newby
Marty sits down with Kris Newby to discuss the hidden history of tick‑borne bioweapon research, the rise of Lyme and Alpha‑Gal allergies, and what it means for public health today.
#748: The Bond Market Says Tick Tock with Luke Gromen
Marty sits down with Luke Gromen to discuss the unsolvable U.S. sovereign debt trap, why the Fed will be forced to print money to cap yields into a new inflation spike, and how AI-driven labor disruption and the Iran-Hormuz supply shock are accelerating the end of the dollar-centric world order.
Luke on X: https://x.com/LukeGromen
FFTT: https://fftt-llc.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Discord: https...
Ten31 Timestamp: Mr. Warsh, I Don't Feel So Good
While US and Chinese leaders exchanged niceties in Beijing, bond markets were selling off hard. Thirty-year Treasury yields hit their highest level since 2007, inflation prints came in hot, and the Strait of Hormuz started looking like a live test of Bitcoin as money for enemies.
đź”— 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
...#747: Stablecoins Won’t Save the Treasury Market with Peruvian Bull
Marty sits down with Roberto Rios AKA Peruvian Bull to discuss Japan’s yen crisis, soaring U.S. debt, AI‑driven inflation, and why Bitcoin may be the only safe haven.
Peruvian Bull on X: https://x.com/peruvian_bull
Peruvian Bull on YouTube: https://www.youtube.com/@peruvian_bull
The Dollar Endgame: https://dollarendgame.substack.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Discord: https://discord.gg/yHGkvYxdqT
...
#746: The Digital Euro Is A Trap with Matt Dines
Marty sits down with Matt Dines to discuss the European Union's plan to monetize private savings through a digital euro, the Warsh-Powell proxy war for the Federal Reserve, and the mounting credit risks inside Bitcoin-backed perpetual preferreds.
Matt on X: https://x.com/LeveredUSTs
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/
Discord: https://discord.gg/yHGkvYxdqT
Opportunity Cost Extension: https://www.opportunitycost.app/
Shoutout to our sponsors:
...
#745: The AI Approval Layer Is Fake with Zach Herbert
Marty sits down with Zach Herbert to discuss how Foundation Devices is building a microkernel operating system to bring Bitcoin-grade security principles to the AI era, why current AI permission layers are fake, and the urgent need to reinvent personal computing before autonomous agents overrun legacy operating systems.
Zach on X: https://x.com/zherbert
Foundation Devices: https://foundation.xyz/
GitHub: https://github.com/foundation-devices
Presentation: https://x.com/OPNEXT2026/status/2052465451804836101
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC...
Ten31 Timestamp: Going Vertical
China's teapot refiners are bleeding, Intel is going vertical on reshoring headlines, and AI benchmark scores are leaving the charts as Trump meets with Xi this week. Three vertical charts tell the story of US leverage across energy, chips, and capital markets, why the AGI buildout is driving industrial policy, and what it means for a labor market already showing cracks. No matter which scenario plays out, the path keeps leading back to the asset with no supply response.
đź”— https://bitcoinproducts.com
In this episode:
Why Chinese teapot refiners are getting squeezed by Hor...
#744: Your Face Is Not A Password with Gerald Glickman
Marty sits down with Gerald Glickman to discuss the urgent need for Bitcoiners and policymakers to embrace cryptography-based decentralized identity standards that preserve privacy and individual sovereignty before the window closes on a surveillance-based digital ID future.
Gerald on X: https://x.com/GeraldGlickman
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Discord: https://discord.gg/yHGkvYxdqT
Opportunity Cost Extension: https://www.opportunitycost.app/
Shoutout to our sponsors:
...
#743: Why Boomers Will OutHODL You with Eric Balchunas
Marty sits down with Eric Balchunas to discuss the Strategy investor call, the accelerating institutional takeover of Bitcoin through ETFs, and whether the cypherpunk base is cashing out just as Wall Street and the boomers arrive.
Eric on X: https://x.com/EricBalchunas
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/
Discord: https://discord.gg/yHGkvYxdqT
Opportunity Cost Extension: https://www.opportunitycost.app/
Shoutout to our sponsors:
Bitkey<...
#742: Why Privacy Is Non-Negotiable with Lauren Rodriguez
Marty sits down with Lauren Rodriguez to discuss the persecution of her husband Keonne over Samurai Wallet, the criminalization of open-source code and financial privacy, and the urgent fight to free political prisoners in the war on crypto.
Lauren on X: https://x.com/leamuirleyn
FREE SAMOURAI: https://billandkeonne.org/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/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/<...
Ten31 Timestamp: The House Always Wins
The Trump administration is invoking the Defense Production Act to fast-track energy and grid infrastructure, the UAE just left OPEC after six decades, and the Treasury is opening dollar swap lines to fund a massive industrial push. Meanwhile US farmers are getting squeezed by fertilizer shortages, and Bitcoin is looking harder and harder to bet against as the monetary base expands and Washington starts waking up to what it can do.
đź”— https://bitcoinproducts.com
In this episode:
Defense Production Act invoked for grid, LNG, and critical infrastructure
Why the US trade rep...
#741: Solving The Wrench Attack with Max Guise
Marty sits down with Max from BitKey to discuss the evolution of Bitcoin self-custody, the launch of the new seedless hardware wallet, and the architectural challenges of making Bitcoin "everyday money."
Max on X: https://x.com/max_guise
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/
Discord: https://discord.gg/yHGkvYxdqT
Opportunity Cost Extension: https://www.opportunitycost.app/
Shoutout to our sponsors:
Bitkey
https://bitkey...
#740: Hard Asset Lending For The 99% with Sadi Khan
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.
Sadi on X: https://x.com/SadiSKhan
Aven: https://www.aven.com/bitcoin
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/
Di...
#739: Quarterly Monetary Base Update with Matthew MeĹľinskis
Marty sits down with Matthew MeĹľinskis 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.
Matthew on Twitter: https://x.com/1basemoney
Porkopolis Economics: https://www.porkopolis.io/topmoney/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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#738: The Dollar Empire Is Just Beginning with Capital Flows
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.
Capital Flows: https://www.capitalflowsresearch.com/
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...
Ten31 Timestamp: The Empire Strikes Back
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.
đź”— 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 pri...#737: Preparing For Post Quantum Era with Pubkey
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.
Ryan on X: https://x.com/RyanTheGentry
Thomas on X: https://x.com/tpacchia
Christian on X: https://x.com/BitcoinUr
PubKey: https://x.com/PubKey
Hot Style Takeover: https://hotstyle.pubkey.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
...
#736: Bitcoin Treasury for Business with Scott Marmoll
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.
Scott on LinkedIn: https://www.linkedin.com/in/scott-m-1720012b7
The Playbook: https://www.tftc.io/download-the-playbook-here/
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/VJ2dABShBz
...
Ten31 Timestamp: You Say Ceasefire, and I Say Escalation
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.
đź”— 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
Bit...
#735: The Pollution of Bitcoin Core with Dr. Jack Kruse
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.
https://www.nature.com/articles/s41567-025-02930-9
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Our newsletter: https://www.tftc.io/bitcoin-brief/
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...
#734: The Generational Wealth Heist with Nick Nemeth
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.
Nick on X: https://x.com/NickNemo17
Nick’s Substack: https://mispricedassets.substack.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Op...
Ten31 Timestamp: Schrödinger's Regime Change
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.
đź”— 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 forei...#733: The Truth About The Quantum Threat with Brandon Black
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.
Brandon on X: https://x.com/reardencode
Rearden Code GitHub: https://github.com/reardencode
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Discord: https://discord.gg/VJ2dABShBz
Opportunity Cost Extension: https://www.opportunitycost...
#732: The Iran War Escalation with Mel Mattison
Marty sits down with Mel Mattison to discuss the escalating Iran-Israel conflict, the rising threat of nuclear war and global recession, and how investors should position themselves in cash, gold, and Bitcoin to navigate potential market crashes and stagflation.
Mel on X: https://x.com/MelMattison1
Mel’s website: https://www.melmattison.com/
STACK SATS hat: https://tftcmerch.io/
Our newsletter: https://www.tftc.io/bitcoin-brief/
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Discord: https://discord.gg/VJ2dABShBz
Opportunity Cost Extension: ht...
Ten31 Timestamp: To Hike or Not to Hike
John Arnold joins Marty to break down why the Fed is fiscally trapped and unable to hike rates despite inflationary pressures from Middle East supply shocks, while Bitcoin achieves unprecedented institutional integration through mortgage markets and Wall Street ETF filings.
đź”— https://bitcoinproducts.com
In this episode:
Why the Fed cannot hike: Debt/GDP and interest expense constraints MOVE index spikes to highest levels since Liberation Day The 1940s analog: Fed-Treasury coordination, price controls, and rationing Private credit contagion and Treasury basis trade unwind risks Fannie Mae and Freddie Mac recognize Bitcoin for mortgage collateral Coi...#731: Fixing Broken Bitcoin Tax Policy with Andrew Gordon
Marty sits down with Andrew Gordon to discuss the IRS's aggressive new crypto audit tactics, problematic tax reporting requirements like Form 1099-DA, and the urgent need for legislative reforms including a de minimis exemption and voluntary disclosure program.
Andrew on X: https://x.com/accounting
Gordon Law: https://gordonlaw.com/
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/VJ2dABShBz
Opportunity Cost Extension: https://www.opportunitycost...
Ten31 Timestamp: Cui Bono?
Marty breaks down the real winners and losers as Middle East tensions create massive market volatility and reshape global energy flows.
đź”— https://bitcoinproducts.com
In this episode:
Oil market spreads reveal who's really benefiting from Gulf disruptions Why Qatar's 5-year LNG shutdown changes everything China's insurance advantage in the Strait of Hormuz Treasury yield spike forcing Trump's hand on Iran talks Gold selloff exposes the reserve asset rotation happening behind the scenesTIMESTAMPS:
00:00:00 - Market chaos and Iran negotiations
00:06:04 - Oil spread signals reveal US energy advantage
00:10:50 - Q...
#730: Trump's Geopolitical Poker Game with Tom Luongo
Marty sits down with Tom Luongo to discuss the recent US military operation against Iran, Trump's "poker player" strategy to dismantle the City of London's control over global shipping insurance and energy markets, and the potential end of the "chaos premium" in international trade.
Tom on X: https://x.com/TFL1728
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/VJ2dABShBz
Opportunity Cost Extension: https://www.opportunitycost.app/<...
