TFTC: A Bitcoin Podcast

TFTC: A Bitcoin Podcast

By Marty BentTechnology
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  • Typical duration

    70 min

    per episode

  • If it hooks

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TFTC: A Bitcoin Podcast episodes

  • #808: Why Texas Just Went Blue with E.J. Antoni

    E.J. Antoni returns to break down the midterm blue wave and why he says Republicans lost because of the Iran war. Marty and E.J. cover energy prices bleeding into inflation, falling home affordability, a 35-point youth swing to the left, and the Grover Cleveland parallel. They also dig into tariffs and reindustrialization, Chevron deference and deregulation, Warsh's Fed, bank capital rules, Bessent and the Treasury's role in the repo market, and what a Democrat-controlled Congress means for interest rates.

    E.J. on X: https://x.com/RealEJAntoni

    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

    https://primal.net/martybent

    Newsletter

    https://tftc.io/martys-bent/

    Podcast

    https://www.tftc.io/tag/podcasts/

    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    1 hr 29 min
  • #807: Health Insurance Is in a Death Spiral with Andy Schoonover

    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.

    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:

    Twitter

    https://twitter.com/martybent

    Nostr

    https://primal.net/martybent

    Newsletter

    https://tftc.io/martys-bent/

    Podcast

    https://www.tftc.io/tag/podcasts/

    Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

    Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

    1 hr 1 min
  • Ten31 Timestamp: The S-1 Also Rises

    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.

    🔗 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

      › 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

      TFTC #MartyBent #Anthropic #Binance #Bitcoin #Markets
      39 min
    • #806: The Switch That Unlocks Institutional Bitcoin with Baron Koch

      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.

      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:

      Twitter

      https://twitter.com/martybent

      Nostr

      https://primal.net/martybent

      Newsletter

      https://tftc.io/martys-bent/

      Podcast

      https://www.tftc.io/tag/podcasts/

      Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

      Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

      1 hr 10 min
    • #805: Canada Is Speedrunning America's Future with Mike Werry and Mira Metter

      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.

      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

        https://twitter.com/martybent

        Nostr

        https://primal.net/martybent

        Newsletter

        https://tftc.io/martys-bent/

        Podcast

        https://www.tftc.io/tag/podcasts/

        Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

        Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

        1 hr 39 min
      • #804: Bitcoin Is Cheap And Nobody Believes It with Matthew Mežinskis

        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.

        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:

        Twitter

        https://twitter.com/martybent

        Nostr

        https://primal.net/martybent

        Newsletter

        https://tftc.io/martys-bent/

        Podcast

        https://www.tftc.io/tag/podcasts/

        Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

        Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

        1 hr 42 min
      • Ten31 Timestamp: Spirit of '63

        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.

        🔗 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.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 #Stablecoins #AI #Energy #Bitcoin
          46 min
        • Ten31 Timestamp: Partly Cloudy

          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.

          🔗 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
            28 min
          • #803: The Long End of the Curve Is Breaking with Parker Lewis

            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.

            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

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            https://primal.net/tftc

            Follow Marty Bent:

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            https://tftc.io/martys-bent/

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            https://www.tftc.io/tag/podcasts/

            Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

            Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

            1 hr 18 min
          • #802: The Banks Are Fleecing You with Mel Mattison

            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.

            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

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            Nostr

            https://primal.net/martybent

            Newsletter

            https://tftc.io/martys-bent/

            Podcast

            https://www.tftc.io/tag/podcasts/

            Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures

            Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

            1 hr 25 min

          About TFTC: A Bitcoin Podcast

          From the publisher's feed

          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.

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