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TFTC: A Bitcoin Podcast — Podcasting
TFTC: A Bitcoin Podcast

TFTC is a podcast hosted by Marty Bent about Bitcoin. Join Marty, Editor in Chief of “the best newsletter in Bitcoin”, as he sits down to discuss Bitcoin with interesting people.

Copyright: © Marty Bent

Latest Episodes:

Ten31 Timestamp: Ad Astra Per Nasdaq Jun 15, 2026

Show notes

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.

🔗 https://bitcoinproducts.com

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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TFTC #MartyBent #SpaceX #ElonMusk #Bitcoin #StrategicBitcoinReserve #IranDeal #Oil #Anthropic #AI #DollarDominance

#758: Strategy Is A Time Bomb with Jamie McAvity Jun 15, 2026

Show notes

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.

Jamie on X: https://x.com/jamesmcavity

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Discord: https://discord.gg/yHGkvYxdqT

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Shoutout to our sponsors:

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https://bitkey.world/

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https://www.aven.com/bitcoin

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Join the TFTC Movement:

Main YT Channel

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Clips YT Channel

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https://tftc.io/

Newsletter

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#757: The Treasury Is Failing You with Vince Lanci Jun 13, 2026

Show notes

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.

Vince on X: https://x.com/Sorenthek

As Good As Gold: https://vblgoldfix.substack.com/p/as-good-as-gold-the-return-of-real

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

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

TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

Discord: https://discord.gg/yHGkvYxdqT

Opportunity Cost Extension: https://www.opportunitycost.app/

Shoutout to our sponsors:

Bitkey

https://bitkey.world/

Aven

https://www.aven.com/bitcoin

CrowdHealth

https://www.joincrowdhealth.com/tftc

Unchained

https://unchained.com/tftc/

Salt of the Earth:

https://drinksote.com/tftc

Join the TFTC Movement:

Main YT Channel

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Clips YT Channel

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Website

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Newsletter

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#756: Why Anger Is A Buy Signal with Michael Sullivan Jun 10, 2026

Show notes

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.

Michael on X: https://x.com/SullyMichaelvan

Michael’s Substack: https://substack.com/@sentimentsully

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

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

TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

Discord: https://discord.gg/yHGkvYxdqT

Opportunity Cost Extension: https://www.opportunitycost.app/

Shoutout to our sponsors:

Bitkey

https://bitkey.world/

Aven

https://www.aven.com/bitcoin

CrowdHealth

https://www.joincrowdhealth.com/tftc

Unchained

https://unchained.com/tftc/

Salt of the Earth:

https://drinksote.com/tftc

Join the TFTC Movement:

Main YT Channel

https://www.youtube.com/c/TFTC21/videos

Clips YT Channel

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Website

https://tftc.io/

Newsletter

tftc.io/bitcoin-brief/

Twitter

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Instagram

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Nostr

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Follow Marty Bent:

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Ten31 Timestamp: In It For The Tech Jun 08, 2026

Show notes

🔗 https://bitcoinproducts.com

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

SUBSCRIBE

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FOLLOW US

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

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

› Ten31: https://ten31.xyz

#755: The Bottom Is In with James Check Jun 08, 2026

Show notes

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.

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

_checkonchain: https://www.checkonchain.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/

Discord: https://discord.gg/yHGkvYxdqT

Opportunity Cost Extension: https://www.opportunitycost.app/

Shoutout to our sponsors:

Bitkey

https://bitkey.world/

Aven

https://www.aven.com/bitcoin

CrowdHealth

https://www.joincrowdhealth.com/tftc

Unchained

https://unchained.com/tftc/

Salt of the Earth:

https://drinksote.com/tftc

Join the TFTC Movement:

Main YT Channel

https://www.youtube.com/c/TFTC21/videos

Clips YT Channel

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

Website

https://tftc.io/

Newsletter

tftc.io/bitcoin-brief/

Twitter

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Nostr

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Follow Marty Bent:

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#754: 15% Inflation Is Coming Back with Chris Martenson Jun 06, 2026

Show notes

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.

Chris on X: https://x.com/CHMartenson

Peak Prosperity: https://peakprosperity.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/

Discord: https://discord.gg/yHGkvYxdqT

Opportunity Cost Extension: https://www.opportunitycost.app/

Shoutout to our sponsors:

Bitkey

https://bitkey.world/

Aven

https://www.aven.com/bitcoin

CrowdHealth

https://www.joincrowdhealth.com/tftc

Unchained

https://unchained.com/tftc/

Salt of the Earth:

https://drinksote.com/tftc

Join the TFTC Movement:

Main YT Channel

https://www.youtube.com/c/TFTC21/videos

Clips YT Channel

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

Website

https://tftc.io/

Newsletter

tftc.io/bitcoin-brief/

Twitter

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Instagram

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Follow Marty Bent:

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#753: The Economy Is AI Now with Jordi Visser Jun 03, 2026

Show notes

Marty sits down with Jordi Visser to discuss why AI’s parabolic growth reflects real exponential demand rather than a bubble, how physical infrastructure bottlenecks are the only real brake on progress, and what the rise of agentic computing means for the death of the 60/40 portfolio, corporate hierarchies, and the fusion of Bitcoin with tokenized finance.

Jordi on X: https://x.com/jvisserlabs

Jordi’s Substack: https://substack.com/@visserlabs

Jordi on YouTube: https://www.youtube.com/@JordiVisserlabs

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

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

TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/

Discord: https://discord.gg/yHGkvYxdqT

Opportunity Cost Extension: https://www.opportunitycost.app/

Shoutout to our sponsors:

Bitkey

https://bitkey.world/

Aven

https://www.aven.com/bitcoin

CrowdHealth

https://www.joincrowdhealth.com/tftc

Unchained

https://unchained.com/tftc/

Salt of the Earth:

https://drinksote.com/tftc

Join the TFTC Movement:

Main YT Channel

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Clips YT Channel

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Website

https://tftc.io/

Newsletter

tftc.io/bitcoin-brief/

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Instagram

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Ten31 Timestamp: Just Add a Zero Jun 01, 2026

Show notes

Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into why oil is artificially cheap, why data centers are becoming a political target, and the Bitcoin developments everyone is ignoring.

🔗 https://bitcoinproducts.com

In this episode:

Trump and Bessent's $250 bill vs the iconic Fed building audit photo
Chevron and Exxon CEOs call BS on suppressed oil prices amid SPR drains
Micron and Dell hit record highs as AI infrastructure proves it's not 1999
Credit card delinquencies and savings rates flash K-shaped warning signs
Why Brad Gerstner is pitching dividends to calm AI data center opposition
Iran's Hormuz Safe and Calyx's Cashew protocol validate Bitcoin's core thesis

TIMESTAMPS:

00:00:00 - Getting the band back together after Memorial Day

00:01:02 - Trump, Powell, and the $250 bill photo

00:02:34 - The K-shaped economy acceleration

00:03:00 - Oil prices, Hormuz, and strategic reserve draws

00:05:41 - Chevron and Exxon call BS on manufactured oil prices

00:07:30 - AI infrastructure: Micron, Dell, and record earnings

00:09:03 - Why this AI boom isn't the dot-com bubble

00:12:22 - xAI Colossus, Anthropic's raise, and OpenAI breakthroughs

00:16:08 - Delinquencies and savings flash K-shaped warnings

00:19:41 - Gerstner's dividend plan vs NYC seizure rhetoric

00:24:24 - AI data centers, energy, and narrative battles

00:26:48 - Bitcoin's Hormuz Safe development

00:28:38 - Cashew protocol, TEEs, and Bitcoin privacy

00:30:45 - Sentiment worst since 2015 and why it matters

00:34:25 - No summer doldrums this year

SUBSCRIBE

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› Ten31: https://ten31.xyz

TFTC #MartyBent #Bitcoin #AI #OilMarkets #KShapedEconomy #DataCenters #TrustedExecution #HormuzSafe

#752: Why AI Stocks Are Cheap with John Tinsman Jun 01, 2026

Show notes

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.

John on X: https://x.com/JohnTinsman

AOT: https://aotetf.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/

Discord: https://discord.gg/yHGkvYxdqT

Opportunity Cost Extension: https://www.opportunitycost.app/

Shoutout to our sponsors:

Bitkey

https://bitkey.world/

Aven

https://www.aven.com/bitcoin

CrowdHealth

https://www.joincrowdhealth.com/tftc

Unchained

https://unchained.com/tftc/

Salt of the Earth:

https://drinksote.com/tftc

Join the TFTC Movement:

Main YT Channel

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Clips YT Channel

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Website

https://tftc.io/

Newsletter

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Instagram

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Follow Marty Bent:

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