<p>China's teapot refiners are bleeding, Intel is going vertical on reshoring headlines, and AI benchmark scores are leaving the charts as Trump meets with Xi this week. Three vertical charts tell the story of US leverage across energy, chips, and capital markets, why the AGI buildout is driving industrial policy, and what it means for a labor market already showing cracks. No matter which scenario plays out, the path keeps leading back to the asset with no supply response. </p> <p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a> </p> <p>In this episode: </p> <p>Why Chinese teapot refiners are getting squeezed by Hormuz </p> <p>How the Trump-Xi meeting was shaped by Iran war timing </p> <p>Intel going vertical on Apple reshoring and chip policy </p> <p>US portfolio inflows and the weaponization of capital markets </p> <p>AI benchmarks breaking the charts on scaling laws </p> <p>The split economy: record AI investment and broke consumers </p> <p>Mass layoffs at Cloudflare, Upwork, and Coinbase </p> <p>Why every road leads back to Bitcoin's fixed supply </p> <p>TIMESTAMPS: </p> <p>00:00:00 - Mother's Day and monitoring the meta war </p> <p>00:01:06 - Chinese teapot refiner margins collapse </p> <p>00:02:11 - Three vertical charts framing the week </p> <p>00:04:18 - SPR drains, input costs, and export asymmetry </p> <p>00:05:15 - Trump-Xi meeting timing and leverage </p> <p>00:07:26 - Hormuz closure was anticipated by US strategy </p> <p>00:09:44 - Intel stock goes vertical on Apple reshoring </p> <p>00:11:06 - TSMC risk and the Apple-Intel chip deal </p> <p>00:12:57 - US portfolio inflows and the capital markets card </p> <p>00:13:58 - Asymmetric leverage: energy, chips, and capital </p> <p>00:17:13 - The choice between US decline or industrial reboot </p> <p>00:19:31 - AI benchmarks break the charts on scaling laws </p> <p>00:23:38 - Data center buildout and the physical economy </p> <p>00:25:44 - K-shaped economy: record earnings, cracked consumer </p> <p>00:29:13 - Bitcoin as the only asset with no supply response </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="tftcmartybentjohnarnoldbitcoinaiintelchinageopoliticsreshoringagi">TFTC #MartyBent #JohnArnold #Bitcoin #AI #Intel #China #Geopolitics #Reshoring #AGI</h1>