TFTC: A Bitcoin Podcast

<p>Marty sits down with Mel Mattison to discuss the escalating Iran-Israel conflict, the rising threat of nuclear war and global recession, and how investors should position themselves in cash, gold, and Bitcoin to navigate potential market crashes and stagflation.</p> <p>Mel on X: <a href="https://x.com/MelMattison1">https://x.com/MelMattison1</a></p> <p>Mel’s website: <a href="https://www.melmattison.com/">https://www.melmattison.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/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>OPNEXT</p> <p><a href="https://tinyurl.com/tftc2026">https://tinyurl.com/tftc2026</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>John Arnold joins Marty to break down why the Fed is fiscally trapped and unable to hike rates despite inflationary pressures from Middle East supply shocks, while Bitcoin achieves unprecedented institutional integration through mortgage markets and Wall Street ETF filings. </p> <p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a> </p> <p>In this episode: </p> <ul> <li>Why the Fed cannot hike: Debt/GDP and interest expense constraints</li> <li>MOVE index spikes to highest levels since Liberation Day</li> <li>The 1940s analog: Fed-Treasury coordination, price controls, and rationing</li> <li>Private credit contagion and Treasury basis trade unwind risks</li> <li>Fannie Mae and Freddie Mac recognize Bitcoin for mortgage collateral</li> <li>Coinbase launches 30-year Bitcoin-collateralized mortgage</li> <li>Morgan Stanley files for Bitcoin ETF with 14bps fee undercut</li> <li>Block (Square) auto-enables Bitcoin payments for all merchants</li> <li>ETF flows remain flat on the year despite 48% price drawdown</li> </ul> <hr /> <p>TIMESTAMPS: </p> <p>00:00:00 - Weekend recap and military mission context </p> <p>00:00:33 - The Fed hiking debate begins </p> <p>00:01:15 - Market pricing rate hikes via CME Fed Watch </p> <p>00:02:40 - US fiscal constraints and non-discretionary spending </p> <p>00:03:49 - MOVE index hits Liberation Day volatility levels </p> <p>00:04:08 - Treasury basis trade and levered hedge fund risks </p> <p>00:06:10 - Private credit contagion (Morgan Stanley gating) </p> <p>00:09:38 - 1940s analog: Price controls and government coordination </p> <p>00:14:23 - Bitcoin as pressure release valve for Fed policy </p> <p>00:15:34 - Fannie Mae/Freddie Mac Bitcoin mortgage news </p> <p>00:16:40 - Conforming loans and secondary market liquidity </p> <p>00:19:36 - Block auto-enables Bitcoin merchant payments </p> <p>00:20:05 - Morgan Stanley Bitcoin ETF filing </p> <p>00:23:25 - Sentiment analysis: 2015 vs today </p> <hr /> <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>TEN31 </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> <hr /> <h1 id="tftcmartybent">TFTC #MartyBent</h1>

<p>Marty sits down with Andrew Gordon to discuss the IRS's aggressive new crypto audit tactics, problematic tax reporting requirements like Form 1099-DA, and the urgent need for legislative reforms including a de minimis exemption and voluntary disclosure program.</p> <p>Andrew on X: <a href="https://x.com/accounting">https://x.com/accounting</a></p> <p>Gordon Law: <a href="https://gordonlaw.com/">https://gordonlaw.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/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>OPNEXT</p> <p><a href="https://tinyurl.com/tftc2026">https://tinyurl.com/tftc2026</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 breaks down the real winners and losers as Middle East tensions create massive market volatility and reshape global energy flows. </p> <p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a> </p> <p>In this episode: </p> <ul> <li>Oil market spreads reveal who's really benefiting from Gulf disruptions</li> <li>Why Qatar's 5-year LNG shutdown changes everything</li> <li>China's insurance advantage in the Strait of Hormuz</li> <li>Treasury yield spike forcing Trump's hand on Iran talks</li> <li>Gold selloff exposes the reserve asset rotation happening behind the scenes</li> </ul> <p>TIMESTAMPS: </p> <p>00:00:00 - Market chaos and Iran negotiations </p> <p>00:06:04 - Oil spread signals reveal US energy advantage </p> <p>00:10:50 - Qatar LNG shutdown impacts global supply for years </p> <p>00:13:05 - Strait of Hormuz - who's really controlling shipping? </p> <p>00:16:04 - China's export surge and leverage game </p> <p>00:19:14 - Treasury volatility hits highest since Liberation Day </p> <p>00:23:49 - Gold selloff shows reserve asset dynamics </p> <p>00:26:59 - Iranian threats target US Treasury holders </p> <hr /> <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>TEN31 </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/)">https://ten31.xyz</a> </p> <hr /> <h1 id="tftcmartybentmiddleeastoilgeopolitics">TFTC #MartyBent #MiddleEast #Oil #Geopolitics</h1>

<p>Marty sits down with Tom Luongo to discuss the recent US military operation against Iran, Trump's "poker player" strategy to dismantle the City of London's control over global shipping insurance and energy markets, and the potential end of the "chaos premium" in international trade.</p> <p>Tom on X: <a href="https://x.com/TFL1728">https://x.com/TFL1728</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>OPNEXT</p> <p><a href="https://tinyurl.com/tftc2026">https://tinyurl.com/tftc2026</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>