TFTC: A Bitcoin Podcast

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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

Ten31 Timestamp: When Donald Met Kimi Jul 20, 2026

Show notes

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.

🔗 https://bitcoinproducts.com

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

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

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

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› Ten31: https://ten31.xyz

TFTC #MartyBent #JohnArnold #Bitcoin #Oil #AI #KimiK3 #StrategicBitcoinReserve

#772: Bitcoin Is The Peaceful Revolution with Average Gary Jul 20, 2026

Show notes

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.

Gary on Nostr: https://primal.net/average

Bitcoin Veterans: https://bitcoinveterans.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/

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.

Aven

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Salt of the Earth:

Join the TFTC Movement:

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#771: Why AI Demand Won’t Collapse with Mel Mattison Jul 18, 2026

Show notes

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.

Mel on Twitter: https://x.com/MelMattison1

Mel’s Book: https://www.melmattison.com/quoz

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.

Aven

CrowdHealth

Unchained

Salt of the Earth:

Join the TFTC Movement:

Main YT Channel

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

Clips YT Channel

Website

Newsletter

Twitter

Instagram

Nostr

Follow Marty Bent:

Twitter

Nostr

Newsletter

Podcast

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

#770: The Western Canon Belongs To Your Child with Chapter House Jul 15, 2026

Show notes

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.

Josh on X: https://x.com/jcenters

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

Chapter House: https://chapter.house/

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.

Aven

CrowdHealth

Unchained

Salt of the Earth:

Join the TFTC Movement:

Main YT Channel

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

Clips YT Channel

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Nostr

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Ten31 Timestamp: You Gotta MOVE Jul 13, 2026

Show notes

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.

🔗 https://bitcoinproducts.com

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

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

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

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FOLLOW MARTY

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

› Ten31: https://ten31.xyz

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

#769: Freedom Money In Your Private Chat with Vik Sharɱa & Seth For Privacy Jul 11, 2026

Show notes

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.

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.

Aven

CrowdHealth

Unchained

Salt of the Earth:

Join the TFTC Movement:

Main YT Channel

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Clips YT Channel

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#768: DAC8 Is A Kidnapping Factory with Francis Pouliot Jul 08, 2026

Show notes

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\_

Bull Bitcoin: https://www.bullbitcoin.com/

Stop DAC8: https://dac8.com/en/

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:

Bitkey

https://bitkey.world/

Aven

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Salt of the Earth:

Join the TFTC Movement:

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Ten31 Timestamp: The American Century (?) Jul 06, 2026

Show notes

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.

🔗 https://bitcoinproducts.com

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

› 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

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TFTC #MartyBent #JohnArnold #Bitcoin #AI #Energy #TSMC #Strategy

#767: The First Bitcoin Miner with Alex Waltz Jul 06, 2026

Show notes

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.

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

Alex’s Website: https://alexwaltz.com/

Alex on YouTube: https://www.youtube.com/@AlexWaltz21/

Alex’s Findings: https://1stbitcoinminer.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/