TFTC: A Bitcoin Podcast

<p>Marty sits down with Jeremiah from Capital Flows to discuss how duration and credit risk price all assets, the implications of the dollar's reserve status on global trade, the current liquidity-driven equity melt-up, and emerging opportunities in decentralized finance and space technology.</p> <p>Capital Flows: <a href="https://www.capitalflowsresearch.com/">https://www.capitalflowsresearch.com/</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/yHGkvYxdqT">https://discord.gg/yHGkvYxdqT</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bitkey.world/">https://bitkey.world/</a></p> <p>Bitcoin 2026 - Las Vegas</p> <p><a href="http://bit.ly/3NA9xQh">http://bit.ly/3NA9xQh</a></p> <p>CrowdHealth</p> <p><a href="https://www.joincrowdhealth.com/tftc">https://www.joincrowdhealth.com/tftc</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>

<p>Term 2.0 is trending imperial as the US flexes financial and military muscle across the globe, from the Strait of Hormuz to the Panama Canal. While ceasefire headlines whipsaw market sentiment, Bitcoin is quietly decoupling from tech stocks and showing resilience against a backdrop of great power competition with China.</p> <p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a></p> <p>In this episode:</p> <ul> <li>Empire vs Republic: Are we entering the decline of the republic or the rise of the empire?</li> <li>Middle East ceasefire chaos and why oil prices aren't reflecting the full strategic picture</li> <li>US-China leverage game: Who blinks first on gas prices and supply chain disruption</li> <li>Rare earth industrial policy: The Sierra Verde acquisition and Indonesia partnership</li> <li>Bitcoin diverging from software stocks after months of tight correlation</li> <li>Strategy's STRK preferred stock and the risks building in DeFi derivatives</li> <li>Institutional pressure for quantum resistance by 2029 echoing the 2016 block size wars</li> </ul> <p>TIMESTAMPS: </p> <p>00:00:00 - Empire Strikes Back: Term 2.0 going imperial </p> <p>00:01:06 - Oil prices and ceasefire volatility </p> <p>00:02:11 - Bitcoin decoupling from software stocks </p> <p>00:04:18 - Market positioning and the taco trade </p> <p>00:07:26 - US vs China leverage thresholds </p> <p>00:11:06 - Mark Carney and Canada relations </p> <p>00:12:57 - Rare earths and Sierra Verde deal </p> <p>00:13:58 - De-dollarization narrative reality check </p> <p>00:17:13 - Indonesia and Brazil geopolitical moves </p> <p>00:19:31 - Panama Canal strategic importance </p> <p>00:20:47 - Strategy STRK preferred stock mechanics </p> <p>00:22:17 - DeFi hacks and derivative risks </p> <p>00:25:15 - Quantum computing institutional panel </p> <p>00:27:20 - NIST criticism and 2016 parallels</p> <p>SUBSCRIBE </p> <p>› Newsletter (free): <a href="https://tftc.io/bitcoin-brief/">https://tftc.io/bitcoin-brief/</a> </p> <p>› YouTube: <a href="https://youtube.com/@TFTC?sub_confirmation=1">https://youtube.com/@TFTC?sub_confirmation=1</a></p> <p>FOLLOW US </p> <p>› X: <a href="https://x.com/tftc21">https://x.com/tftc21</a> </p> <p>› Nostr: <a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>FOLLOW MARTY </p> <p>› X: <a href="https://x.com/MartyBent">https://x.com/MartyBent</a></p> <p>› Timestamp: <a href="https://www.ten31timestamp.com/">https://www.ten31timestamp.com/</a> </p> <p>› John Arnold: <a href="https://x.com/JohnArnoldTen31">https://x.com/JohnArnoldTen31</a> </p> <p>› Ten31: <a href="https://ten31.xyz">https://ten31.xyz</a></p> <h1 id="tftcmartybentjohnarnoldbitcoinempiregeopolitics">TFTC #MartyBent #JohnArnold #Bitcoin #Empire #Geopolitics</h1>

<p>Marty sits down with Thomas Pacchia, Christian Langalis, and Ryan Gentry to discuss institutional fears regarding quantum computing, the degradation of professional and college sports, the Joe McCann crypto saga, and the longhouse theory of political organization.</p> <p>Ryan on X: <a href="https://x.com/RyanTheGentry">https://x.com/RyanTheGentry</a></p> <p>Thomas on X: <a href="https://x.com/tpacchia">https://x.com/tpacchia</a></p> <p>Christian on X: <a href="https://x.com/BitcoinUr">https://x.com/BitcoinUr</a></p> <p>PubKey: <a href="https://x.com/PubKey">https://x.com/PubKey</a></p> <p>Hot Style Takeover: <a href="https://hotstyle.pubkey.com/">https://hotstyle.pubkey.com/</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/yHGkvYxdqT">https://discord.gg/yHGkvYxdqT</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bitkey.world/">https://bitkey.world/</a></p> <p>Bitcoin 2026 - Las Vegas</p> <p><a href="http://bit.ly/3NA9xQh">http://bit.ly/3NA9xQh</a></p> <p>CrowdHealth</p> <p><a href="https://www.joincrowdhealth.com/tftc">https://www.joincrowdhealth.com/tftc</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>

<p>Marty sits down with Scott from Capital B Advisory to discuss their new Bitcoin Treasury and Exit Playbook, exploring how private business owners can accumulate Bitcoin on corporate balance sheets, navigate exit strategies, and leverage AI to optimize operations.</p> <p>Scott on LinkedIn: <a href="https://www.linkedin.com/in/scott-m-1720012b7">https://www.linkedin.com/in/scott-m-1720012b7</a></p> <p>The Playbook: <a href="https://www.tftc.io/download-the-playbook-here/">https://www.tftc.io/download-the-playbook-here/</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/VJ2dABShBz">https://discord.gg/VJ2dABShBz</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bitkey.world/">https://bitkey.world/</a></p> <p>Bitcoin 2026 - Las Vegas</p> <p><a href="http://bit.ly/3NA9xQh">http://bit.ly/3NA9xQh</a></p> <p>CrowdHealth</p> <p><a href="https://www.joincrowdhealth.com/tftc">https://www.joincrowdhealth.com/tftc</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>

<p>Markets are whipsawing between ceasefire hopes and escalation fears as the Strait of Hormuz becomes a geopolitical flashpoint, while Bitcoin shows surprising resilience amid the chaos. We dig into the energy leverage game between the US and China, the suspicious timing of the Mythos AI panic, and why Bitcoin makes more sense than stablecoins for toll payments in a war zone. </p> <p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a> </p> <p>In this episode: </p> <p>Why empty VLCCs are racing to the Gulf of America while Hormuz closes </p> <p>China's sulfuric acid export ban targeting global food supplies </p> <p>Bitcoin holding $71k as traditional markets panic over Middle East escalation </p> <p>The Mythos AI narrative as potential cover for a private credit crisis </p> <p>Why stablecoins fail as neutral money for adversarial trade </p> <p>Bitcoin's emerging role in international oil settlement and Hormuz tolls </p> <p>TIMESTAMPS: </p> <p>00:00:00 - Masters weekend and Middle East chaos </p> <p>00:01:06 - Strait of Hormuz blockade and ceasefire games </p> <p>00:02:58 - US energy leverage and VLCC redirection </p> <p>00:06:18 - China retaliates with sulfuric acid export curbs </p> <p>00:09:27 - Bitcoin's strength amid geopolitical turmoil </p> <p>00:13:04 - Anthropic Mythos and the emergency bank meeting </p> <p>00:19:35 - Private credit stress and insurance exposure </p> <p>00:22:47 - Bitcoin tolls in the Strait of Hormuz </p> <p>00:29:02 - Stablecoins vs Bitcoin for international trade </p> <p>SUBSCRIBE </p> <p>› Newsletter (free): <a href="https://tftc.io/bitcoin-brief/">https://tftc.io/bitcoin-brief/</a> </p> <p>› YouTube: <a href="https://youtube.com/@TFTC?sub_confirmation=1">https://youtube.com/@TFTC?sub_confirmation=1</a> </p> <p>FOLLOW US </p> <p>› X: <a href="https://x.com/tftc21">https://x.com/tftc21</a> </p> <p>› Nostr: <a href="https://primal.net/tftc">https://primal.net/tftc</a> </p> <p>FOLLOW MARTY </p> <p>› X: <a href="https://x.com/MartyBent">https://x.com/MartyBent</a> </p> <p>› Timestamp: <a href="https://www.ten31timestamp.com/">https://www.ten31timestamp.com/</a> </p> <p>› John Arnold: <a href="https://x.com/JohnArnoldTen31">https://x.com/JohnArnoldTen31</a> </p> <p>› Ten31: <a href="https://ten31.xyz">https://ten31.xyz</a> </p> <h1 id="tftcmartybentjohnarnoldbitcoingeopoliticsoilmarkets">TFTC #MartyBent #JohnArnold #Bitcoin #Geopolitics #OilMarkets</h1>