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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

2026-09-05
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Ten31 Timestamp: Druck and Disorderly

The Treasury declared economic D-Day on Iran the same week traffic through the Strait of Hormuz jumped 400% and Trump announced a deal for 65 billion barrels of Venezuelan oil. None of that is a coincidence.

In this episode:

What Operation Economic Outcast and secondary sanctions are actually targeting Why Bessent refused to rule out sanctioning Chinese banks Reports of a canal being dredged in Oman to route around Hormuz How the Venezuela deal more than doubles US access to proven reserves Why Druckenmiller's op ed makes an argument that missed its exit 20 years ago Trade unions turning into the loudest defenders of the AI build out

TIMESTAMPS:

00:00:00 - Jackson Hole in the rearview and a dressed down August recap

00:00:37 - Treasury's economic D-Day and Operation Economic Outcast

00:02:20 - Secondary sanctions covering digital assets, gold and shipping

00:02:47 - Whether Chinese banks are above the reach of US sanctions

00:05:03 - Sanctions as a way to light up the map

00:05:58 - Hormuz traffic up 400% and a canal being dredged in Oman

00:09:52 - Gas prices and short memories heading into the midterms

00:12:35 - Why Hormuz is a better card to hold than to play

00:13:42 - Venezuela deal for 65 billion barrels of oil reserves

00:17:17 - Pushing China out of the Western Hemisphere

00:18:13 - Druckenmiller's op ed and the entitlements problem

00:20:12 - Yield management and the World War Two analogy

00:24:16 - Why entitlement reform is never going to happen

00:24:55 - Print the difference or redesign the game board

00:27:43 - Trade unions becoming the AI build out's best allies

00:31:29 - A quantum resistant Bitcoin transaction lands on mainnet

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2026-08-31
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#788: Rebuilding The High Trust Society with Johann Kurtz

Johann Kurtz returns to TFTC to explain why young people are broke despite rising real wages and falling unemployment. Kurtz and Marty Bent break down the measurement problem buried inside GDP and inflation data, the two-income trap, collapsing home ownership, and the real cost of living in a low-trust society. They dig into social capital, status games, the fertility collapse, and why tight-knit virtue-driven communities still produce large families. A grounded macro conversation about money, family formation, and building a life worth living.

Johann on X: https://x.com/JohannKurtz

Johann on Substack: https://substack.com/@becomingnoble

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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

2026-08-31
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#787: Why The Housing Market Is Rigged To Fail with Melody Wright

Melody Wright returns to unpack a housing market collapse accelerating faster than 2008. Foreclosure referrals are spiking 150% month over month, FHA delinquencies are climbing past 12%, and multifamily real estate securitizations are showing signs of fraud, mismarked debt, and vanishing capital. Wright and Marty dig into United Wholesale Mortgage's balance sheet troubles, Fannie Mae and Freddie Mac exposure, private credit stress, commercial real estate maturity walls, and why Bitcoin remains the hedge against a monetary system built on unchecked credit creation.

Melody on X: https://x.com/m3_melody

Melody’s Substack: https://m3melody.substack.com/

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Shoutout to our sponsors:

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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.

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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

2026-08-29
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#786: The Offshore Dollar Is Being Dismantled with Matt Dines

Matt Dines returns to break down a week of escalating monetary chaos. Scott Bessent doubles the Treasury buyback limit to $4 billion, Stanley Druckenmiller fires a public warning shot in the Wall Street Journal, and the US-Canada trade relationship collapses into 50% tariffs. Matt maps the mechanics behind treasury auctions, yield curve defense, and the offshore dollar's unwind, then connects "Operation Economic Outcast" and Iran's oil smuggling scandal to a broader financial war. Plus tokenized securities, the stalled Clarity Act, the ARMA bill, and what Bitcoin's five-sigma candle actually signaled.

Matt on X: https://x.com/LeveredUSTs

Build: https://getbuilding.com/

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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.

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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

2026-08-26
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Ten31 Timestamp: You're Gonna Need a Bigger Buyback

The Treasury just signaled it will do whatever it takes to hold the long end together, and Bitcoin ripped toward $80,000 about 45 minutes after the headline hit.

In this episode:

Why doubling buybacks from $2 billion to $4 billion moved markets this much How the TGA could become the Treasury's next source of firepower Investment funds replacing the Fed as the marginal buyer of long end treasuries The US escorting oil out of the Strait of Hormuz under cover of darkness Why the Canada, Mexico and South Korea headlines are all really about China Private credit cockroaches surfacing in the Lakers and Dodgers ownership mess

TIMESTAMPS:

00:00:00 - Bitcoin charging toward $80,000

00:01:06 - Bull trap or breakout after months of coiling

00:02:45 - Treasury doubles bond buybacks to $4 billion per operation

00:06:17 - The TGA reportedly on the table to fund buybacks

00:08:42 - A whatever it takes moment with stocks near all time highs

00:11:06 - Who actually buys long end treasuries now

00:12:37 - Underwater bonds and freeing up balance sheet capacity

00:15:34 - Iran, the SPR at 1982 levels and crude stockpiles

00:16:59 - Sneaking oil out of the Strait of Hormuz after dark

00:17:58 - South Korea, Mexico and Canada trade headlines point to China

00:21:46 - Mark Walter, the Lakers sale and private credit's cockroach problem

00:23:28 - How a credit daisy chain could blow up the whole strategy

00:25:45 - World Liberty gets conditional charter approval from the OCC

00:27:38 - Stablecoins and a dollar system that looks pre-1913

00:28:40 - Trump defers on buying significantly more Bitcoin

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2026-08-24
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#785: You Are Your Own Single Point Of Failure with Alex Bergeron

Alex Bergeron of Ark Labs joins Marty Bent to unpack the Coldcard exploit, the Boltz shutdown, and what AI-driven attacks mean for Bitcoin self-custody. Bergeron argues the maximalist dogma around trustlessness held back innovation, and that collaborative custody, covenants, and vaults are the path forward. The conversation covers Arkade's smart-signer architecture, spending policies, RFQ intents for Lightning swaps, Bitcoin-backed lending markets, and why he calls it collaborative finance instead of DeFi. Plus: vibe coding, open source models, and whether AI can write secure Bitcoin software.

Alex on X: https://x.com/bergealex4

Ark Labs: https://arklabs.xyz/

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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.

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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

2026-08-24
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#784: The Billionaire Playbook with Chase Koch

Chase Koch joins Marty Bent to break down principle-based management, the operating system behind Koch Industries' 86 years and 9,000x growth. Chase explains why he stepped down as president of the fertilizer business after nine months, how comparative advantage and creative destruction shape decisions across 140,000 employees, and why sizing your bets to your knowledge beats chasing quarterly numbers. The conversation covers bottom-up AI adoption, Austrian economics, Federal Reserve overreach, motivation beyond money, and the education entrepreneurs building 5,000 new schools outside a broken K-12 system.

Principle Driven Leader Book: https://www.principledrivenleader.com/

Stand Together: https://standtogether.org/

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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.

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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

2026-08-19
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Ten31 Timestamp: Dog Days

Marty and John dig into the Groundhog Day situation in the Strait of Hormuz, why neither side looks desperate to deal, and what rising Treasury yields with suppressed volatility mean for the standoff. They get into the SPR draining to 40-year lows, Japan's yield curve cracking and the Fed stepping in with yen support, and why the FEMA repo facility matters. They also break down the latest fiscal math, the $500 billion AI buildout coalition led by Nvidia, and the accelerating US-China decoupling across chips and talent. To close, they look at Paul Tudor Jones adding to his Bitcoin position, Abu Dhabi holding pat, and volatility coiling to all-time lows.

In this episode:

Hormuz stalemate and Trump's territorial ambitions Iranian factions and Treasury sanctions pressure Treasury yields rising but MOVE index staying subdued SPR drained to 40-year lows Japan's yield curve and US yen intervention FEMA repo facility and Fed-Treasury coordination July deficit at $432 billion and interest expense surging Niall Ferguson and the interest versus defense threshold Crypto banking charters and the GENIUS Act timeline Dollar system transition and new collateral Nvidia and asset managers' $500B AI buildout Manufacturing PMI hitting 2022 highs US-China decoupling on chips and talent Skilled workforce shortage and wage trends Paul Tudor Jones increasing Bitcoin allocation Abu Dhabi sovereign wealth holding pat on Bitcoin Realized volatility at all-time lows

TIMESTAMPS:

00:00:00 - Dog days and Hormuz Groundhog Day

00:01:27 - Hormuz blocked and Trump's territorial ambitions

00:02:02 - Iranian factions and sanctions

00:03:25 - Bond yields and the MOVE index

00:05:29 - SPR at 40-year lows

00:07:00 - Japan yield curve and yen intervention

00:09:38 - FEMA repo facility

00:11:07 - July deficit at $432 billion

00:12:36 - Interest expense surpassing defense

00:16:47 - Fed-Treasury accord

00:17:41 - Crypto banking charters and GENIUS Act

00:19:40 - AI buildout and $500 billion coalition

00:22:55 - Manufacturing PMI surging

00:24:46 - US-China decoupling

00:27:21 - Skilled workforce and wage trends

00:29:57 - Elon and midterm turnout

00:30:00 - Paul Tudor Jones and Abu Dhabi Bitcoin

00:30:57 - Bitcoin volatility at all-time lows

SUBSCRIBE

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TFTC #MartyBent #JohnArnold #Bitcoin #Hormuz #Treasury #AI #Midterms

2026-08-17
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#783: Trump Is Throwing The Midterms with Mark Mitchell

Former Rasmussen pollster Mark Mitchell breaks down why Trump’s Iran pivot is tanking his populist coalition ahead of the 2026 midterms. The Honest Poll founder exposes rigged polling, GOP donor capture, ballooning deficits, and a housing market on the brink. They dig into Bitcoin as an escape hatch from fiat failure, why Gen Z is flirting with socialism, and how corporate fascism is eating the economy. With interest expense overtaking defense and Democrats poised for a House sweep, Mitchell argues the establishment is failing on every front—from antitrust grift to unchecked mail-in ballot harvesting.

Mark on X: https://x.com/honestpollster

The Honest Poll: https://www.thehonestpoll.com/

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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.

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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

2026-08-17
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#782: Fiat Food Is Destroying America with Will Harris

Will Harris of White Oak Pastures joins TFTC to break down why industrial agriculture is failing farmers, consumers, and the environment. He explains how regenerative farming rebuilds soil health, sequesters carbon, and produces nutrient-dense beef without feedlots or monocultures. Harris and Marty draw parallels between Bitcoin’s low-time-preference mindset and generational land stewardship, arguing decentralized food systems beat centralized big beef. Learn why meeting your rancher matters more than waiting for government fixes, and how consumer choice drives real change in macro food policy.

White Oak Pastures on X: https://x.com/whiteoakpasture

White Oak Pastures: https://whiteoakpastures.com/

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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.

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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

2026-08-12
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#781: The Truth About Fauci with Jessica Rose

Jessica Rose unpacks the Proximal Origin cover-up, Fauci’s leaked emails, and the rush to hide lab origins before the mRNA rollout. She breaks down Slack messages revealing scientists privately feared the furin cleavage site, exposes airport biological trafficking, and highlights DNA contamination and SV40 sequences found in COVID vaccines. The conversation dives into media censorship, presidential pardons, and why accountability matters for medical corruption and human liberty.

Jessica on X: https://x.com/JesslovesMJK

Jessica on Substack: https://jessicar.substack.com/

Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

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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.

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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

2026-08-10
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#780: Dissecting The Coldcard Hack with Alex Thorn

Alex Thorn joins Marty to break down the Coldcard vulnerability draining Bitcoin wallets across multiple attack waves. Galaxy Research traces stolen on-chain funds while victims race against time to secure self-custodied BTC. They dissect AI-driven exploit patterns, white hat ethical dilemmas, casino exfiltration attempts, and why multisig collaborative custody is now essential infrastructure. Bitcoin security, private key entropy, and monetary sovereignty hang in the balance as attackers leverage frontier models against antiquated hardware. If you hold Bitcoin in cold storage, this conversation covers exactly what moves to make before your keys become the next target.

Alex on X: https://x.com/intangiblecoins

Galaxy: https://linktr.ee/galaxyhq

Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

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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.

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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

2026-08-05
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#779: SPR Releases Fix Nothing with Anas Alhajji

Energy economist Anas Alhajji breaks down the Iran war's impact on global oil markets, Hormuz shipping risks, and diesel shortages driving inflation. He exposes demand destruction, SPR manipulation myths, and why LNG dominates the energy security chessboard. Alhajji reveals how sanctions, trade wars, and AI data centers are reshaping macro policy, commodity prices, and dollar hegemony. From Saudi export bottlenecks to European deindustrialization, this deep dive connects crude volatility to monetary policy, Bitcoin macro, and the national security case for natural gas.

Anas on X: https://x.com/anasalhajji

Anas’s Substack

Daily: https://afalhajji.substack.com/

Weekly: https://anasalhajjieoa.substack.com/

Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

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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.

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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

2026-08-03
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#778: Give Your Agent a Bitcoin Wallet with Vinny

Marty sits down with developer Vinny to explore why AI agents, open source models, and permissionless protocols are converging into a new agentic economy. They unpack Buzz as a Nostr-native Slack killer, the risks of closed-source AI monopolies, and how Bitcoin Lightning enables machine-to-machine payments. From self-hosted harnesses to deterministic workflows, the conversation covers the macro shift toward decentralized intelligence, regulatory capture fears, and why Bitcoin standards like L402 matter for the future of monetary policy in an automated world.

Vinny on X: https://x.com/hot_town

Vinny on YouTube: https://www.youtube.com/@stealtime

Vinny on Nostr: [email protected] - npub1wkghz9fjpdkgwy50epxcaksqevdnrfxsj9z99pn7s2z645atrt7swscqxy

Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

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/

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.

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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

2026-08-01
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777: Coldcard Is Compromised with James O'Beirne

James O'Beirne joins Marty to break down the critical Coldcard RNG vulnerability affecting devices produced after 2021. They discuss how insufficient entropy generation exposes private keys, why MK2, MK3, MK4, and Q users must migrate funds immediately, and how AI models accelerated the discovery. The conversation covers multisig risks, passphrase limitations, dice roll safety, and the broader collapse of trust in single-vendor hardware wallets. Essential listening for Bitcoin self-custody security.

James on X: https://x.com/jamesob

Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

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/

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.

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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

2026-07-31
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#776: Yields Must Rise, Fed Must Hike with Michael Howell

Michael Howell joins TFTC to break down why the Fed is trapped by rising bond yields and surging nominal GDP, forcing a return to rate hikes despite market expectations. We dissect the AI capex bubble, Treasury’s hidden debt monetization via bill issuance, and why global liquidity trends point to a crypto bottom by late 2026. Howell explains why Bitcoin outperforms gold as a monetary inflation hedge, how China’s PBOC liquidity drives gold, and why $40 trillion national debt is just the beginning of a state-led capital war era.

CrossBorder Capital on X: https://x.com/crossbordercap

GLIndexes: https://www.glindexes.com/

Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

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/

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.

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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

2026-07-30
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Ten31 Timestamp: Closed Straits and Open Models

Marty and John dig into the Houthis blocking the Bab el Mandeb strait, oil whipsawing on peace headlines, and why Lloyd's of London pulling war coverage matters for US insurers. They get into Trump's air defense stockpile problem, Chinese diesel demand falling off a cliff, and why the MOVE index staying subdued even as yields rise is the chart to watch. The bulk of the show is an extended breakdown of the open versus closed AI model debate, why the Hugging Face hack exposes the absurdity of current guardrails, and how the real axis of conflict is US versus China, not open source versus safety. They close with Bitcoin long term holder supply hitting 84 percent, a classic bottoming signal.

In this episode:

Yemen blockade in the Bab el Mandeb strait Oil volatility and peace headline whipsaw Lloyd's of London restricting war coverage US insurers and the DFC angle Trump pausing strikes and air defense stocks Chinese diesel demand destruction Treasury yields and the MOVE index managed ascent Open source versus closed source AI debate Distillation attacks and China sanctions The real axis is US versus China not open source versus safety Hugging Face hack and OpenAI sandbox breakout Guardrails forcing use of Chinese GLM 5.2 Regulatory capture and the kill switch bill Nvidia Open Secure AI Alliance RSI and AI as a national strategic priority Bitcoin long term holders at 84 percent

TIMESTAMPS:

00:01:25 - Yemen blockade in Bab el Mandeb

00:04:16 - Oil whipsawing on peace headlines

00:04:39 - Lloyd's of London war coverage

00:07:03 - City of London and dollar system

00:08:41 - Trump pausing strikes and munitions

00:09:04 - Chinese diesel demand destruction

00:12:30 - Treasury yields and MOVE index

00:15:55 - AI open versus closed source debate

00:16:50 - Sanctions and distillation attacks

00:20:13 - Jack Altman and the real axis

00:25:47 - Nvidia Open Secure AI Alliance

00:28:39 - Hugging Face hack and kill switch bill

00:31:28 - OpenAI sandbox breakout

00:34:09 - RSI and AI as national priority

00:36:56 - Bitcoin long term holders at 84 percent

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2026-07-27
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#775: Private Credit Is The Next Bomb with Dave Collum & Rudy Havenstein

Dave Collum and Rudy Havenstein join Marty Bent to dissect the medical industrial complex, SNRI and statin dangers, and the total collapse of trust in institutions. They dive into Trump’s broken promises, the Iran war escalation, Gaza, and the Charlie Kirk shooting narrative. The trio tears apart the AI bubble, SpaceX valuation, private credit risks, and a Fed-driven market top. Bitcoin, macro, and monetary policy dominate the conversation as they map a Fourth Turning collapse and the end of accountability.

Dave on X: https://x.com/DavidBCollum

Rudy on X: https://x.com/RudyHavenstein

Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

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/

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.

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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

2026-07-27
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#774: Quarterly Monetary Base Update with Matthew Mežinskis

Bitcoin analyst Matthew Mezinskis joins the show to defend the power law model against recent criticism, arguing the curve remains intact and Bitcoin is trading near historical lows relative to its trend. He breaks down why exponential models fail to capture Bitcoin’s network growth, compares the power curve to stock-to-flow and Plan B projections, and examines global monetary base expansion, Fed balance sheet trends, and the intersection of Bitcoin’s scalable growth with TradFi’s volatile exponential debt. The discussion covers log periodic cycle analysis, generational buying levels, and what happens when Bitcoin’s power trend collides with fiat’s unsustainable compounding.

Matthew on X: https://x.com/1basemoney

Porkopolis: https://www.porkopolis.io/topmoney/

Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

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/

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.

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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

2026-07-25
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#773: Open Source AI Is Non-Negotiable with Conner Brown

Conner Brown from the Bitcoin Policy Institute joins to break down AI and Bitcoin policy moving through Washington. We cover Taiwan’s legislative push for Bitcoin reserves, foreign influence campaigns targeting American data centers, and why open source AI matters for crypto adoption. Plus: how AI agents are already choosing Bitcoin, the real story behind company brains and LLM workflows, and the fight to keep DC from regulating innovation out of existence.

Conner on X: https://x.com/BitcoinConner

Bitcoin Policy Institute: https://www.btcpolicy.org/

Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

STACK SATS hat: https://tftcmerch.io/

Our newsletter: https://www.tftc.io/bitcoin-brief/

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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

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2026-07-22
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Ten31 Timestamp: When Donald Met Kimi

Marty's back on the shore house porch just as the Middle East flares up again. Marty and John dig into WTI and Brent back in the 80s, the SPR hitting 43 days, and why GCC countries are racing to bypass the Strait of Hormuz. They also get into the US as a helium winner, the Fed trying to have it both ways on forward guidance and inflation, and why Kimi K3 is exposing the strategic risk of nerfed frontier models. They also touch on Jevons Paradox in AI inference, whether sovereigns will end up backstopping training spend, and Bitcoin hovering around 64k with the strategic reserve bill finally hitting committee.

In this episode:

Shore house banter and Canadian wildfire smoke

Iran escalation and oil back in the 80s

SPR at 43 days lowest since 1983

GCC pipeline rush to bypass the Strait of Hormuz

Houthi blockade threats and Iraq oil deals

US helium exports surging to Asia

Fed governors declaring inflation peaked

The forward guidance contradiction

Kimi K3 surpassing US frontier models

Hugging Face and the nerfed frontier model problem

Jevons Paradox and AI inference demand

Sovereign backstops for training spend

Bitcoin around 64k and Galaxy bottom indicators

Strategic Bitcoin Reserve bill hits committee

TIMESTAMPS:

00:00:00 - Shore house banter and smoke

00:01:27 - Iran back on the table

00:02:57 - SPR at 43 days

00:03:27 - GCC pipeline rush

00:05:02 - Yemen blockade threats

00:05:35 - Iraq PM visits Washington

00:07:35 - US helium winner

00:10:25 - Fed declares inflation peaked

00:14:27 - Kimi K3 and open weight models

00:19:07 - Hugging Face autonomous AI attack

00:22:53 - Jevons Paradox and inference

00:25:55 - Sovereign backstops for training

00:29:02 - Bitcoin around 64k

00:30:36 - Strategic Bitcoin Reserve bill

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2026-07-20
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#772: Bitcoin Is The Peaceful Revolution with Average Gary

Average Gary joins TFTC to unpack why veterans are flocking to Bitcoin, how military skills map to mining and self-custody, and what open-source firmware like Mugina means for decentralizing hash rate. We dig into fifth-generation warfare, building robust energy microgrids, and why the Bitcoin Veterans community is becoming a force multiplier for localism and peaceful revolution. A no-nonsense conversation on war, money, and the future of freedom tech.

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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

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2026-07-20
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#771: Why AI Demand Won’t Collapse with Mel Mattison

Mel Mattison joins Marty to dissect AI’s impact on memory chips, the hyperscaler debt cycle, and the Fed’s rate outlook under Chairman Warsh. The conversation swings from Korean memory stocks like Micron, Samsung and SK Hynix to macro themes such as fiscal deficits, debasement trades, gold, Bitcoin and the new “Trump accounts” tax vehicle. Listeners get a contrarian view on why AI demand may outlast hype, how free‑cash‑flow can erase debt fast, and what assets could dominate the market this decade.

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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

2026-07-18
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#770: The Western Canon Belongs To Your Child with Chapter House

Josh and Hannah Centers join Marty to discuss Chapter House, their publishing company reviving classic books for homeschooling families. They break down the failure of public school STEM pipelines, the superiority of physical books over screens, and why the Western canon builds virtue through wonder. The conversation covers Charlotte Mason methods, narration over worksheets, and how flawed heroes teach courage better than sanitized textbooks. They explore Christian classical education, the meaning of true literacy, and why modern schooling produces spreadsheet thinkers instead of whole human beings.

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Hannah on X: https://x.com/hannahcenters

Chapter House: https://chapter.house/

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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.

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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

2026-07-15
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Ten31 Timestamp: You Gotta MOVE

The Iran deal is dead again, ships are getting hit in the Gulf, and the ten year is back above four point five five. Marty and John sort through the latest Middle East escalation, why both sides actually want the conflict to keep going, and what it means for oil, LNG, and bond volatility. They dig into Japan's thirty year yield highs and the delicate balance the BOJ is walking, Mohamed El-Erian vouching for Bessent's industrial policy in the New York Times, and why the MOVE index might matter more than the absolute rate level. They also cover Circle's bank charter approval, the OpenUSD consortium bringing Wall Street and Silicon Valley together around the digital dollar, and the growing turf war over who gets to run America's strategic Bitcoin reserve.

In this episode:

Iran deal collapses again and the incentive to keep fighting Trump wants to be the paid guardian of the Strait of Hormuz Ten year yields jumping and what the MOVE index is saying Qatar pauses LNG ramp and European gas spikes Japan bond yields hit thirty year highs Mohamed El-Erian vouching for Bessent's doctrine Circle gets OCC approval despite bank lobbying OpenUSD and the digital dollar consortium Treasury versus Commerce over the Bitcoin reserve America's lead as the Bitcoin superpower

TIMESTAMPS:

00:00:00 - Beach banter and summer grind

00:01:09 - Iran deal dead again

00:01:36 - Iran attacks ships and Trump ends the MOU

00:02:18 - Incentives to keep fighting

00:03:09 - Guardian of the Strait

00:04:05 - Ten year yields jump

00:05:25 - MOVE index and bond volatility

00:09:21 - Qatar LNG disruption

00:11:54 - Japan yields at thirty year highs

00:16:56 - Mohamed El-Erian on Bessent

00:19:32 - Circle gets bank charter approval

00:22:25 - OpenUSD digital dollar consortium

00:26:55 - Treasury versus Commerce over SBR

00:29:35 - America the Bitcoin superpower

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TFTC #MartyBent #JohnArnold #Bitcoin #IranDeal #BondVolatility #Japan #OpenUSD #StrategicBitcoinReserve

2026-07-13
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#769: Freedom Money In Your Private Chat with Vik Sharɱa & Seth For Privacy

Marty Bent talks with Seth For Privacy and Vik from Cake Wallet about Radar, a new Signal fork that adds self-custodial Bitcoin Lightning payments to private messaging. They cover why Signal was the right base, how Spark enables seamless UX without custody, the growing EU surveillance threat, vibe coding, AI privacy risks, and why freedom tech needs to compete on convenience. A deep dive on building privacy preserving tools that normal people actually want to use.

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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.

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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

2026-07-11
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#768: DAC8 Is A Kidnapping Factory with Francis Pouliot

Marty sits down with Francis Pouliot to discuss Bull Bitcoin's legal fight against DAC8 and MiCA in France, the dangers of FATF-driven surveillance regimes, and the Bitcoin privacy tools like PayJoin and Silent Payments that builders are deploying to resist global KYC overreach.

Francis on X: https://x.com/francispouliot\_

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2026-07-08
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Ten31 Timestamp: The American Century (?)

The guys kick off the Fourth of July week by arguing that high agency culture is still America's edge, then dive into why AI is officially too big to fail. Marty and John break down FERC forcing grid operators to fast track data center connections, OpenAI floating a five percent stake to the Trump administration, and Marc Andreessen landing on the Pentagon's defense policy board. They also dig into the memory bottleneck squeezing the chip buildout, why frontier models are not getting commoditized by open source, and what Saudi oil flows back at ninety percent mean for Iran's leverage. To close, they look at Trump's fifty million dollar Bitcoin stash, Strategy selling coin to fund dividends, and whether Washington might already be building a strategic position through the public markets.

In this episode:

Happy Fourth and why high agency culture still matters FERC orders grid operators to fast track data center interconnection OpenAI proposes a five percent stake to the administration Marc Andreessen joins the Pentagon defense policy board TSMC doubles down in Arizona and the fifty percent fab target Memory bottleneck, DRAM, and the chip shortage reality Frontier models versus open source commoditization fears Saudi oil back to ninety percent and Iran's floating stockpile China housing collapse and liquidity pumps Trump discloses fifty million in Bitcoin cold storage Strategy's digital credit framework and Bitcoin sales Could Washington be building a strategic reserve via public markets

TIMESTAMPS:

00:00:00 - Happy Fourth and high agency culture

00:02:01 - Grid stability and energy abundance

00:02:40 - FERC orders fast track data center interconnection

00:04:51 - AI officially too big to fail

00:05:50 - OpenAI proposes five percent stake

00:08:31 - Marc Andreessen joins defense policy board

00:10:59 - TSMC doubles Arizona investment

00:14:11 - Memory bottleneck and chip headlines

00:17:12 - Etched and compute breakthroughs

00:18:42 - Frontier versus open source models

00:21:33 - Saudi oil flows and Iran stockpile

00:23:46 - China housing and liquidity pumps

00:24:59 - Trump Bitcoin disclosure

00:27:34 - Strategy digital credit framework

00:28:12 - Strategy sells Bitcoin for dividends

00:31:25 - Strategic reserve via public markets

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2026-07-06
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#767: The First Bitcoin Miner with Alex Waltz

Marty sits down with Alex Waltz to discuss his forensic investigation into Bitcoin's first seventy-two hours, which uncovers that Satoshi Nakamoto likely ran both a clearnet and Tor node to bootstrap the network, reveals Hal Finney as the third node but second person to join, and exposes how the nascent blockchain ground to a halt eight separate times.

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2026-07-06
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#766: Gold and Bitcoin Are Your Survival Kit with Porter Stansberry

Marty sits down with Porter Stansbury to discuss the looming 2029 financial crisis, the erosion of federalism, and why gold, Bitcoin and timber may be the only real safe‑havens.

2026-07-03
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#765: The Bitcoin Home Mining Playbook with Exergy

Marty sits down with Tyler Stevens and Dylan Seib to discuss their playbook for integrating Bitcoin miners into home and commercial heating systems, monetizing excess solar instead of selling it back to the grid, and building open source control systems that turn industrial ASICs into useful home appliances.

Download The Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook

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2026-07-01
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Ten31 Timestamp: DRAM Rules Everything Around Me

The Iran deal is back on again and off again, but oil is not buying it. Marty and John sift through the weekend headline chaos to focus on what actually matters: WTI near seventy dollars and the dollar index back above one hundred. They break down Treasury Secretary Scott Bessent's speech on economic statecraft, why reshoring critical supply chains is moving from PowerPoint to plant openings, and how Iran's oil sanctions waivers are really a dollar dominance play. They also dig into the AI-driven memory shortage that is ending consumer electronics deflation, the administration's crackdown on frontier model releases, and why Apollo's seventeen percent withdrawal requests are a warning shot for private credit. To close, they look at Strategy's preferred share depeg, Bitcoin scraping fifty-eight thousand, and BlackRock's quiet reiteration that every portfolio needs one to two percent allocated to BTC.

In this episode:

Iran deal whiplash and headline fatigue WTI at seventy dollars and the dollar at one oh one Bessent on supply chain audits and economic statecraft Hard tech reshoring from El Segundo to Michigan Dollar dominance and Iran oil waivers priced in USD AI driven memory shortage ending electronics deflation Frontier AI regulation versus open source models Private credit stress at Apollo and insurers Strategy preferred shares dropping to seventy two dollars Bitcoin at fifty eight thousand and BlackRock guidance

TIMESTAMPS:

00:00:00 - Iran deal whiplash

00:01:47 - WTI at seventy dollars

00:02:27 - Bessent on supply chain resilience

00:04:14 - Economic statecraft and coercion

00:06:08 - Hard tech reshoring

00:08:55 - Dollar dominance and DXY one oh one

00:10:59 - Iran oil waivers in USD

00:15:27 - AI memory shortage and electronics inflation

00:20:14 - Frontier AI as national security

00:23:18 - Open source versus frontier economics

00:28:43 - Apollo private credit stress

00:32:21 - Strategy preferred shares depeg

00:33:46 - Bitcoin breaks sixty thousand

00:34:18 - BlackRock allocation guidance

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2026-06-29
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#764: Revenge Of The Blue Collars with Peter St. Onge

Marty sits down with economist Peter St. Onge to discuss the AI bubble's remaining runway of real earnings, the coming renaissance for blue collar workers alongside the gutting of generalist cubicle workers, and why Kevin Warsh should fight inflation by unloading the Fed's balance sheet instead of hiking rates.

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2026-06-29
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#763: The Everything Bubble Is Ending with Nick Nemeth

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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2026-06-27
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#762: July 2026 Is The Portal with Erin Redwing

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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2026-06-24
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Ten31 Timestamp: Bitcoin and the Red Queen

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.

In this episode:

Iran MOU signed and immediately disputed Oil crashing below $75 and the dollar narrative violation Warsh's first FOMC, hawkish dot plot, and stripped down guidance Hyperscaler CapEx surging while free cash flow dries up Housing affordability and why Volcker 2.0 is off the table Fed Treasury accord and the debt service constraint AI treated as national security, Fable 5 pulled from allies Bitcoin range bound while institutions and policymakers build

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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2026-06-22
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#761: Miners Own The Power Gold Rush with Brandon Bailey

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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2026-06-22
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#760: The State Is Farming You with NVK

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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2026-06-20
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#759: Open Source Is The Only Defense with Kyle Olney

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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2026-06-17
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Ten31 Timestamp: Ad Astra Per Nasdaq

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.

In this episode:

SpaceX going public and the reality of Elon as a paper trillionaire Why American manufacturing might not be as dead as the consensus thinks The US-Iran deal and oil breaking below eighty dollars Leveraging energy, seized assets, and dollar network effects Anthropic's Fable 5, AI export controls, and Dario's policy roadmap Social Security shortfalls and why the bond market is the real constraint Bitcoin climbing back toward sixty six thousand and US dominance stats The strategic Bitcoin reserve conversation and why it is not going away

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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2026-06-15
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#758: Strategy Is A Time Bomb with Jamie McAvity

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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2026-06-15
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#757: The Treasury Is Failing You with Vince Lanci

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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2026-06-13
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#756: Why Anger Is A Buy Signal with Michael Sullivan

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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2026-06-10
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Ten31 Timestamp: In It For The Tech

In this episode:

Why AI's recursive self-improvement could lead to exponential growth How the US government's interest in Bitcoin and AI could drive demand The potential implications of a strategic Bitcoin reserve Signs Bitcoin may have bottomed while traditional assets struggle The intersection of economic security and national security

TIMESTAMPS:

00:00:00 - Introduction to AI development

00:05:00 - US government's interest in Bitcoin and AI

00:10:00 - Potential implications of a strategic Bitcoin reserve

00:15:00 - Bitcoin's price and market conditions

00:20:00 - Economic security and national security

00:25:00 - Conclusion and final thoughts

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2026-06-08
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#755: The Bottom Is In with James Check

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.

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2026-06-08
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#754: 15% Inflation Is Coming Back with Chris Martenson

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.

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2026-06-06
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#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.

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2026-06-03
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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.

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

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2026-06-01
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#752: Why AI Stocks Are Cheap with John Tinsman

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.

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