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TFTC: A Bitcoin Podcast

TFTC: A Bitcoin Podcast

Hosted by Marty Bent

TechnologyInterviews guests

Episodes

1000

Latest episode

Jun 2026

Language

EN

About the show

<p>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.</p>

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60 recent
June 15, 202628 min

Ten31 Timestamp: Ad Astra Per Nasdaq

<p>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.</p> <p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a></p> <p>In this episode:</p> <ul> <li>SpaceX going public and the reality of Elon as a paper trillionaire</li> <li>Why American manufacturing might not be as dead as the consensus thinks</li> <li>The US-Iran deal and oil breaking below eighty dollars</li> <li>Leveraging energy, seized assets, and dollar network effects</li> <li>Anthropic's Fable 5, AI export controls, and Dario's policy roadmap</li> <li>Social Security shortfalls and why the bond market is the real constraint</li> <li>Bitcoin climbing back toward sixty six thousand and US dominance stats</li> <li>The strategic Bitcoin reserve conversation and why it is not going away</li> </ul> <p>TIMESTAMPS: </p> <p>00:00:00 - 250th anniversary vibes and great men of history </p> <p>00:00:33 - SpaceX IPO and the paper trillionaire headline </p> <p>00:01:56 - Falcon 1 wreckage and the story of resilience </p> <p>00:03:00 - Why you don't want to short American manufacturing </p> <p>00:05:32 - Colossus, Starlink, and objective reality </p> <p>00:06:36 - World Cup energy and the American spirit </p> <p>00:07:50 - Jack Ma vs Elon and wealth confiscation politics </p> <p>00:09:57 - Bill Knudson on what drives America's future </p> <p>00:10:38 - US-Iran deal and oil dropping below $80 </p> <p>00:12:54 - Leveraging capital markets, energy, and the dollar </p> <p>00:15:34 - Bitcoin climbing back toward $66,000 </p> <p>00:16:36 - Anthropic's Fable 5 and AI export controls </p> <p>00:19:36 - Dario's AI roadmap, UBI, and Social Security shortfalls </p> <p>00:22:37 - The bond market constraint and pro-liquidity policy </p> <p>00:24:13 - River data on US dominance in Bitcoin </p> <p>00:26:03 - Strategic Bitcoin reserve and hitching wagons </p> <p>00:28:08 - Closing thoughts</p> <p>SUBSCRIBE </p> <p>› Newsletter (free): <a href="https://tftc.io/bitcoin-brief/">https://tftc.io/bitcoin-brief/</a> </p> <p>› YouTube: <a href="https://youtube.com/@TFTC?sub_confirmation=1">https://youtube.com/@TFTC?sub_confirmation=1</a></p> <p>FOLLOW US </p> <p>› X: <a href="https://x.com/tftc21">https://x.com/tftc21</a> </p> <p>› Nostr: <a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>FOLLOW MARTY </p> <p>› X: <a href="https://x.com/MartyBent">https://x.com/MartyBent</a></p> <p>› Timestamp: <a href="https://www.ten31timestamp.com/">https://www.ten31timestamp.com/</a> </p> <p>› John Arnold: <a href="https://x.com/JohnArnoldTen31">https://x.com/JohnArnoldTen31</a> </p> <p>› Ten31: <a href="https://ten31.xyz">https://ten31.xyz</a></p> <h1 id="tftcmartybentspacexelonmuskbitcoinstrategicbitcoinreserveirandealoilanthropicaidollardominance">TFTC #MartyBent #SpaceX #ElonMusk #Bitcoin #StrategicBitcoinReserve #IranDeal #Oil #Anthropic #AI #DollarDominance</h1>

June 15, 20261 hr 7 min

#758: Strategy Is A Time Bomb with Jamie McAvity

<p>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.</p> <p>Jamie on X: <a href="https://x.com/jamesmcavity">https://x.com/jamesmcavity</a></p> <p>Cormint: <a href="https://cormint.com/">https://cormint.com/</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/yHGkvYxdqT">https://discord.gg/yHGkvYxdqT</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bitkey.world/">https://bitkey.world/</a></p> <p>Aven</p> <p><a href="https://www.aven.com/bitcoin">https://www.aven.com/bitcoin</a></p> <p>CrowdHealth</p> <p><a href="https://www.joincrowdhealth.com/tftc">https://www.joincrowdhealth.com/tftc</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>

June 13, 20261 hr 6 min

#757: The Treasury Is Failing You with Vince Lanci

<p>Marty sits down with Vince Lanci to discuss his new book <em>As Good as Gold</em>, 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.</p> <p>Vince on X: <a href="https://x.com/Sorenthek">https://x.com/Sorenthek</a></p> <p>As Good As Gold: <a href="https://vblgoldfix.substack.com/p/as-good-as-gold-the-return-of-real">https://vblgoldfix.substack.com/p/as-good-as-gold-the-return-of-real</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/yHGkvYxdqT">https://discord.gg/yHGkvYxdqT</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bitkey.world/">https://bitkey.world/</a></p> <p>Aven</p> <p><a href="https://www.aven.com/bitcoin">https://www.aven.com/bitcoin</a></p> <p>CrowdHealth</p> <p><a href="https://www.joincrowdhealth.com/tftc">https://www.joincrowdhealth.com/tftc</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>

June 10, 20261 hr 20 min

#756: Why Anger Is A Buy Signal with Michael Sullivan

<p>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.</p> <p>Michael on X: <a href="https://x.com/SullyMichaelvan">https://x.com/SullyMichaelvan</a></p> <p>Michael’s Substack: <a href="https://substack.com/@sentimentsully">https://substack.com/@sentimentsully</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/yHGkvYxdqT">https://discord.gg/yHGkvYxdqT</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bitkey.world/">https://bitkey.world/</a></p> <p>Aven</p> <p><a href="https://www.aven.com/bitcoin">https://www.aven.com/bitcoin</a></p> <p>CrowdHealth</p> <p><a href="https://www.joincrowdhealth.com/tftc">https://www.joincrowdhealth.com/tftc</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>

June 8, 202625 min

Ten31 Timestamp: In It For The Tech

<p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a></p> <p>In this episode:</p> <ul> <li>Why AI's recursive self-improvement could lead to exponential growth</li> <li>How the US government's interest in Bitcoin and AI could drive demand</li> <li>The potential implications of a strategic Bitcoin reserve</li> <li>Signs Bitcoin may have bottomed while traditional assets struggle</li> <li>The intersection of economic security and national security</li> </ul> <p>TIMESTAMPS: </p> <p>00:00:00 - Introduction to AI development </p> <p>00:05:00 - US government's interest in Bitcoin and AI </p> <p>00:10:00 - Potential implications of a strategic Bitcoin reserve </p> <p>00:15:00 - Bitcoin's price and market conditions </p> <p>00:20:00 - Economic security and national security </p> <p>00:25:00 - Conclusion and final thoughts</p> <p>SUBSCRIBE </p> <p>› Newsletter (free): <a href="https://tftc.io/bitcoin-brief/">https://tftc.io/bitcoin-brief/</a> </p> <p>› YouTube: <a href="https://youtube.com/@TFTC?sub_confirmation=1">https://youtube.com/@TFTC?sub_confirmation=1</a></p> <p>FOLLOW US </p> <p>› X: <a href="https://x.com/tftc21">https://x.com/tftc21</a> </p> <p>› Nostr: <a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>FOLLOW MARTY </p> <p>› X: <a href="https://x.com/MartyBent">https://x.com/MartyBent</a></p> <p>› Timestamp: <a href="https://www.ten31timestamp.com/">https://www.ten31timestamp.com/</a> </p> <p>› John Arnold: <a href="https://x.com/JohnArnoldTen31">https://x.com/JohnArnoldTen31</a> </p> <p>› Ten31: <a href="https://ten31.xyz">https://ten31.xyz</a></p>

June 8, 20261 hr 17 min

#755: The Bottom Is In with James Check

<p>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.</p> <p>James on X: <a href="https://x.com/_Checkmatey_">https://x.com/_Checkmatey_</a></p> <p>_checkonchain: <a href="https://www.checkonchain.com/">https://www.checkonchain.com/</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/yHGkvYxdqT">https://discord.gg/yHGkvYxdqT</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bitkey.world/">https://bitkey.world/</a></p> <p>Aven</p> <p><a href="https://www.aven.com/bitcoin">https://www.aven.com/bitcoin</a></p> <p>CrowdHealth</p> <p><a href="https://www.joincrowdhealth.com/tftc">https://www.joincrowdhealth.com/tftc</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>

June 6, 20261 hr 32 min

#754: 15% Inflation Is Coming Back with Chris Martenson

<p>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.</p> <p>Chris on X: <a href="https://x.com/CHMartenson">https://x.com/CHMartenson</a></p> <p>Peak Prosperity: <a href="https://peakprosperity.com/">https://peakprosperity.com/</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/yHGkvYxdqT">https://discord.gg/yHGkvYxdqT</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bitkey.world/">https://bitkey.world/</a></p> <p>Aven</p> <p><a href="https://www.aven.com/bitcoin">https://www.aven.com/bitcoin</a></p> <p>CrowdHealth</p> <p><a href="https://www.joincrowdhealth.com/tftc">https://www.joincrowdhealth.com/tftc</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>

June 3, 20261 hr 19 min

#753: The Economy Is AI Now with Jordi Visser

<p>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.</p> <p>Jordi on X: <a href="https://x.com/jvisserlabs">https://x.com/jvisserlabs</a></p> <p>Jordi’s Substack: <a href="https://substack.com/@visserlabs">https://substack.com/@visserlabs</a></p> <p>Jordi on YouTube: <a href="https://www.youtube.com/@JordiVisserlabs">https://www.youtube.com/@JordiVisserlabs</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/yHGkvYxdqT">https://discord.gg/yHGkvYxdqT</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bitkey.world/">https://bitkey.world/</a></p> <p>Aven</p> <p><a href="https://www.aven.com/bitcoin">https://www.aven.com/bitcoin</a></p> <p>CrowdHealth</p> <p><a href="https://www.joincrowdhealth.com/tftc">https://www.joincrowdhealth.com/tftc</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>

June 1, 202634 min

Ten31 Timestamp: Just Add a Zero

<p>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.</p> <p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a></p> <p>In this episode:</p> <ul> <li>Trump and Bessent's $250 bill vs the iconic Fed building audit photo</li> <li>Chevron and Exxon CEOs call BS on suppressed oil prices amid SPR drains</li> <li>Micron and Dell hit record highs as AI infrastructure proves it's not 1999</li> <li>Credit card delinquencies and savings rates flash K-shaped warning signs</li> <li>Why Brad Gerstner is pitching dividends to calm AI data center opposition</li> <li>Iran's Hormuz Safe and Calyx's Cashew protocol validate Bitcoin's core thesis</li> </ul> <p>TIMESTAMPS: </p> <p>00:00:00 - Getting the band back together after Memorial Day </p> <p>00:01:02 - Trump, Powell, and the $250 bill photo </p> <p>00:02:34 - The K-shaped economy acceleration </p> <p>00:03:00 - Oil prices, Hormuz, and strategic reserve draws </p> <p>00:05:41 - Chevron and Exxon call BS on manufactured oil prices </p> <p>00:07:30 - AI infrastructure: Micron, Dell, and record earnings </p> <p>00:09:03 - Why this AI boom isn't the dot-com bubble </p> <p>00:12:22 - xAI Colossus, Anthropic's raise, and OpenAI breakthroughs </p> <p>00:16:08 - Delinquencies and savings flash K-shaped warnings </p> <p>00:19:41 - Gerstner's dividend plan vs NYC seizure rhetoric </p> <p>00:24:24 - AI data centers, energy, and narrative battles </p> <p>00:26:48 - Bitcoin's Hormuz Safe development </p> <p>00:28:38 - Cashew protocol, TEEs, and Bitcoin privacy </p> <p>00:30:45 - Sentiment worst since 2015 and why it matters </p> <p>00:34:25 - No summer doldrums this year</p> <p>SUBSCRIBE </p> <p>› Newsletter (free): <a href="https://tftc.io/bitcoin-brief/">https://tftc.io/bitcoin-brief/</a> </p> <p>› YouTube: <a href="https://youtube.com/@TFTC?sub_confirmation=1">https://youtube.com/@TFTC?sub_confirmation=1</a></p> <p>FOLLOW US </p> <p>› X: <a href="https://x.com/tftc21">https://x.com/tftc21</a> </p> <p>› Nostr: <a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>FOLLOW MARTY </p> <p>› X: <a href="https://x.com/MartyBent">https://x.com/MartyBent</a></p> <p>› Timestamp: <a href="https://www.ten31timestamp.com/">https://www.ten31timestamp.com/</a> </p> <p>› John Arnold: <a href="https://x.com/JohnArnoldTen31">https://x.com/JohnArnoldTen31</a> </p> <p>› Ten31: <a href="https://ten31.xyz">https://ten31.xyz</a></p> <h1 id="tftcmartybentbitcoinaioilmarketskshapedeconomydatacenterstrustedexecutionhormuzsafe">TFTC #MartyBent #Bitcoin #AI #OilMarkets #KShapedEconomy #DataCenters #TrustedExecution #HormuzSafe</h1>

June 1, 202656 min

#752: Why AI Stocks Are Cheap with John Tinsman

<p>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.</p> <p>John on X: <a href="https://x.com/JohnTinsman">https://x.com/JohnTinsman</a></p> <p>AOT: <a href="https://aotetf.com/">https://aotetf.com/</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/yHGkvYxdqT">https://discord.gg/yHGkvYxdqT</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bitkey.world/">https://bitkey.world/</a></p> <p>Aven</p> <p><a href="https://www.aven.com/bitcoin">https://www.aven.com/bitcoin</a></p> <p>CrowdHealth</p> <p><a href="https://www.joincrowdhealth.com/tftc">https://www.joincrowdhealth.com/tftc</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>

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