TFTC: A Bitcoin Podcast

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#720 Global Liquidity Has Peaked with Michael Howell Feb 25, 2026

Show notes

Marty sits down with Michael Howell, founder of Cross Border Capital, to discuss the state of global liquidity, its impact on Bitcoin and risk assets, and what the current cycle peak means for investors navigating the road ahead.

CrossBorderCapital: https://x.com/crossbordercap

Capital Wars: https://capitalwars.substack.com/

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:

Bitkey

https://bit.ly/4pOv2L4 Promo Code: TFTC99

Unchained

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Salt of the Earth:

Join the TFTC Movement:

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Ten31 Timestamp: The Die Is Cast Feb 23, 2026

Show notes

Reality distortion fields aren't just for Steve Jobs anymore - they're everywhere in our sclerotic institutions, and the latest examples show just how disconnected official narratives are from what's actually happening.

🔗 https://bitcoinproducts.com

In this episode:

- Supreme Court blocks Trump's IEEPA tariff authority, but multiple alternative paths remain

- Fed minutes show rate hike discussions while Treasury assumes massive ongoing RMP purchases

- Bitcoin's recent performance amid changing liquidity conditions and institutional crosswinds

- Hash rate recovers 14.6% after winter storm, debunking quantum and AI pivot theories

- Why there's "no fishing in the Rubicon" when economic reordering is underway

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TIMESTAMPS:

00:00:00 - Introduction and Reality Distortion Fields

00:01:07 - Steve Jobs Concept Applied to Modern Institutions

00:02:42 - Supreme Court Tariff Ruling and Trump's Response

00:06:14 - No Fishing in the Rubicon

00:08:44 - Fed Minutes vs Treasury Funding Assumptions

00:11:49 - RMP Program Becoming Structural

00:16:34 - Bitcoin's Recent Performance and Liquidity

00:20:38 - Fed Chair Transition Dynamics

00:23:05 - Hash Rate Recovery Validates Weather Theory

00:25:30 - Mining Equipment Markets and Tax Incentives

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› Newsletter (free): https://tftc.io/bitcoin-brief/

› YouTube: https://youtube.com/@TFTC?sub_confirmation=1

› X: https://x.com/tftc21

› Nostr: https://primal.net/tftc

FOLLOW MARTY

› X: https://x.com/MartyBent

TEN31

› Timestamp: [https://www.ten31timestamp.com/](https://www.ten31timestamp.com/)

› John Arnold: [https://x.com/JohnArnoldTen31](https://x.com/JohnArnoldTen31)

› Ten31: https://ten31.xyz

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TFTC #MartyBent #RealityDistortionField #MonetaryPolicy

#719: Bitcoin Is Winning Even In A Bear Market with Alex Leishman Feb 23, 2026

Show notes

Marty sits down with Alex Leishman, CEO and CTO of River, to discuss Bitcoin adoption trends in the current bear market, the Lightning Network's growing momentum, institutional vs. individual ownership shifts, AI's impact on productivity and hiring, quantum computing risks to Bitcoin, and River's vision for the future of Bitcoin banking.

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

River report: https://x.com/SDWouters/status/2024507942708351443

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:

Bitkey

https://bit.ly/4pOv2L4 Promo Code: TFTC99

Unchained

SLNT

Lygos:

Salt of the Earth:

Join the TFTC Movement:

Main YT Channel

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#718: The Housing Market Is Lying To You with Melody Wright Feb 21, 2026

Show notes

Marty sits down with Melody Wright, housing market analyst and investigative researcher, to discuss the deepening cracks beneath the surface of the U.S. housing and labor markets — from record-low home sales and rising mortgage delinquencies to corrupted government data, municipal fiscal collapse, and the broader consumer credit stress that mainstream financial media continues to ignore.

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

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

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:

Bitkey

https://bit.ly/4pOv2L4 Promo Code: TFTC99

Unchained

SLNT

Lygos:

Salt of the Earth:

Join the TFTC Movement:

Main YT Channel

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Ten31 Timestamp: Bitcoin Fixes the Energy Problem Feb 16, 2026

Show notes

The AI revolution is accelerating faster than most people realize, but major institutions aren't accounting for it in their economic projections. While the CBO just added $1.4 trillion to this decade's deficit forecast, they completely missed the potential disruption from artificial intelligence.

🔗 https://bitcoinproducts.com

In this episode:

- The viral "something big is happening" AI post and what it missed

- Why institutional adoption of AI tools faces massive inertia despite breakthrough capabilities

- How the managerial class creates friction against disruptive technologies

- CBO deficit projections ignore AI's potential economic disruption

- Private credit losses pile up as AI disrupts software companies

- Lightning Labs releases agent payment tools - the machine payable web arrives

- Why Bitcoiners can't be complacent about agent payments

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TIMESTAMPS:

00:00:00 - Introduction from Bitcoin Investor Week NYC

00:02:06 - The viral AI post breakdown and institutional blindness

00:06:41 - Testing AI tools at TFTC - reality vs hype

00:09:00 - Managerial class inertia against disruption

00:11:05 - CBO deficit projections miss AI disruption completely

00:16:26 - Private credit losses from AI disruption begin

00:21:00 - Bitcoin and the machine payable web revolution

00:24:06 - Lightning Labs agent payment tools launch

00:26:00 - Competition for agent payments - Bitcoin must compete

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› Newsletter (free): https://tftc.io/bitcoin-brief/

› YouTube: https://youtube.com/@TFTC?sub_confirmation=1

› X: https://x.com/tftc21

› Nostr: https://primal.net/tftc

FOLLOW MARTY

› X: https://x.com/MartyBent

TEN31

› Timestamp: https://www.ten31timestamp.com/

› John Arnold: https://x.com/JohnArnoldTen31

PARTNERS

› Ten31: https://ten31.xyz

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TFTC #MartyBent #AI #ArtificialIntelligence #Lightning #AgentPayments

#717: Building The Financial Rails Bitcoin Deserves with Jesse Shrader Feb 16, 2026

Show notes

Marty sits down with Jesse Shrader, co-founder and CEO of Amboss, to discuss the evolution of the Lightning Network, how Taproot Assets are bringing stablecoins and multi-asset trading to Bitcoin, the launch of Amboss's RailsX peer-to-peer exchange and Magma MCP tool for AI agents, and why Bitcoin is positioned to become the backbone of global commerce and foreign exchange settlement.

Jesse on X: https://x.com/Jestopher_BTC

Amboss: https://amboss.tech/

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:

Bitkey

https://bit.ly/4pOv2L4 Promo Code: TFTC99

Unchained

SLNT

Lygos:

Salt of the Earth:

Join the TFTC Movement:

Main YT Channel

https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

Clips YT Channel

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#716: A Century In Five Years with Justin Moon Feb 14, 2026

Show notes

Marty sits down with Justin Moon to discuss his return to building freedom tech, the explosion of AI capabilities through tools like Open Claw and Claude Code, and why Bitcoiners need to stop patting themselves on the back and start shipping software that solves real problems for real people.

Justin on X: https://x.com/_justinmoon___

Fedi: https://www.fedi.xyz/

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:

Bitkey

https://bit.ly/4pOv2L4 Promo Code: TFTC99

Unchained

SLNT

Lygos:

Salt of the Earth:

Join the TFTC Movement:

Main YT Channel

https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

Clips YT Channel

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#715: $1.5 Trillion in AI Promises With No Business Plan with Gary Brode Feb 11, 2026

Show notes

Marty sits down with Gary Brode to discuss why the market's reaction to the Warsh Fed nomination was wrong, the real drivers of inflation, the unsustainable economics of the AI hyperscaler spending boom, and why Bitcoin's long-term value proposition remains strong despite short-term price volatility.

Gary on X: https://x.com/Gary_Brode

Deep Knowledge Investing (Code TFTC for 25% off): https://t.co/NWIf37SNL3

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:

Bitkey

https://bit.ly/4pOv2L4 Promo Code: TFTC99

Unchained

SLNT

Lygos:

Salt of the Earth:

Join the TFTC Movement:

Main YT Channel

https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

Clips YT Channel

Website

Newsletter

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Nostr

Follow Marty Bent:

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