TFTC: A Bitcoin Podcast

Marty Bent

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.

  1. Ten31 Timestamp: Mr. Warsh, I Don't Feel So Good

    HACE 3 DÍAS

    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. 🔗 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 Strait of Hormuz fallout: motor oil, sulfur, fertilizer, and helium Iran's IRGC demanding Bitcoin for passage insurance TIMESTAMPS: 00:00:00 - US-China summit and CEO theater 00:01:06 - Beijing's holding pattern 00:02:11 - Bond markets send the real signal 00:04:18 - Hot inflation prints and Fed fears 00:05:55 - AI productivity or transitory 2.0? 00:07:26 - 1999 Cisco chart echoes 00:09:00 - Hormuz physical supply shocks 00:11:06 - US debt math and sovereign spiral 00:13:09 - Treasury repo market creativity 00:16:26 - Japan hyperinflation warnings 00:17:13 - China refinery cuts: who blinks first 00:18:44 - Iran's Bitcoin-only Hormuz insurance 00:21:21 - Bitcoin as money for enemies 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 #Bitcoin #Hormuz #SovereignDebt

    23 min
  2. 13 MAY

    #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 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.world/ Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/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/

    1 h 29 min
  3. Ten31 Timestamp: Going Vertical

    11 MAY

    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. 🔗 https://bitcoinproducts.com In this episode: Why Chinese teapot refiners are getting squeezed by Hormuz How the Trump-Xi meeting was shaped by Iran war timing Intel going vertical on Apple reshoring and chip policy US portfolio inflows and the weaponization of capital markets AI benchmarks breaking the charts on scaling laws The split economy: record AI investment and broke consumers Mass layoffs at Cloudflare, Upwork, and Coinbase Why every road leads back to Bitcoin's fixed supply TIMESTAMPS: 00:00:00 - Mother's Day and monitoring the meta war 00:01:06 - Chinese teapot refiner margins collapse 00:02:11 - Three vertical charts framing the week 00:04:18 - SPR drains, input costs, and export asymmetry 00:05:15 - Trump-Xi meeting timing and leverage 00:07:26 - Hormuz closure was anticipated by US strategy 00:09:44 - Intel stock goes vertical on Apple reshoring 00:11:06 - TSMC risk and the Apple-Intel chip deal 00:12:57 - US portfolio inflows and the capital markets card 00:13:58 - Asymmetric leverage: energy, chips, and capital 00:17:13 - The choice between US decline or industrial reboot 00:19:31 - AI benchmarks break the charts on scaling laws 00:23:38 - Data center buildout and the physical economy 00:25:44 - K-shaped economy: record earnings, cracked consumer 00:29:13 - Bitcoin as the only asset with no supply response 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 #Bitcoin #AI #Intel #China #Geopolitics #Reshoring #AGI

    30 min

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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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