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. 6h ago

    #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/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/

    1h 20m
  2. Ten31 Timestamp: Just Add a Zero

    2d ago

    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. 🔗 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 Credit card delinquencies and savings rates flash K-shaped warning signs Why Brad Gerstner is pitching dividends to calm AI data center opposition Iran's Hormuz Safe and Calyx's Cashew protocol validate Bitcoin's core thesis TIMESTAMPS: 00:00:00 - Getting the band back together after Memorial Day 00:01:02 - Trump, Powell, and the $250 bill photo 00:02:34 - The K-shaped economy acceleration 00:03:00 - Oil prices, Hormuz, and strategic reserve draws 00:05:41 - Chevron and Exxon call BS on manufactured oil prices 00:07:30 - AI infrastructure: Micron, Dell, and record earnings 00:09:03 - Why this AI boom isn't the dot-com bubble 00:12:22 - xAI Colossus, Anthropic's raise, and OpenAI breakthroughs 00:16:08 - Delinquencies and savings flash K-shaped warnings 00:19:41 - Gerstner's dividend plan vs NYC seizure rhetoric 00:24:24 - AI data centers, energy, and narrative battles 00:26:48 - Bitcoin's Hormuz Safe development 00:28:38 - Cashew protocol, TEEs, and Bitcoin privacy 00:30:45 - Sentiment worst since 2015 and why it matters 00:34:25 - No summer doldrums this year 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 #Bitcoin #AI #OilMarkets #KShapedEconomy #DataCenters #TrustedExecution #HormuzSafe

    35 min
  3. Ten31 Timestamp: Mr. Warsh, I Don't Feel So Good

    May 18

    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
4.8
out of 5
745 Ratings

About

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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