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.

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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.

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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.

🔗 https://bitcoinproducts.com

In this episode:

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 bound grind

00:28:14 - Taiwan central bank and Begich AMO bill

00:29:15 - BlackRock Franklin Templeton products

00:30:02 - Closing thoughts

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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.

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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.

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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.

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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.

🔗 https://bitcoinproducts.com

In this episode:

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 constraint and pro-liquidity policy

00:24:13 - River data on US dominance in Bitcoin

00:26:03 - Strategic Bitcoin reserve and hitching wagons

00:28:08 - Closing thoughts

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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.

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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.

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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.

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