TFTC: A Bitcoin Podcast
by Marty Bent
Latest episode
#810: Bitcoin Is in the Discount Zone with James Check
#810: Bitcoin Is in the Discount Zone with James Check
About this 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.
Episodes
The newest 50 of 1,071 episodes
- #810: Bitcoin Is in the Discount Zone with James Check · 1 h 17 minJames Check returns to explain Bitcoin's air pocket from $87K and why on-chain data points to seller exhaustion rather than a new leg down. He breaks down the base at the…
- #809: The USS Trump-Tanic Is Sinking with Mark Mitchell · 1 h 4 minPollster Mark Mitchell called the midterm blue wave months early, and he breaks down why the Trump administration still refuses to pivot. Mark explains how independents broke 20…
- Ten31 Timestamp: Everything's Bigger in Texas · 44 minEverything's bigger in Texas. Marty and John Arnold break down the blue wave midterms, what a Democratic Texas governor could mean for the AI build out, and why Bitcoin may have…
- #808: Why Texas Just Went Blue with E.J. Antoni · 1 h 28 minE.J. Antoni returns to break down the midterm blue wave and why he says Republicans lost because of the Iran war. Marty and E.J. cover energy prices bleeding into inflation…
- #807: Health Insurance Is in a Death Spiral with Andy Schoonover · 1 h 0 minCrowd Health CEO Andy Schoonover joins Marty Bent to explain why health insurance is stuck in a death spiral and how Bitcoin's incentives map onto healthcare. They cover $60,000…
- Ten31 Timestamp: The S-1 Also Rises · 39 minUptober came and went. Marty and Baron break down Anthropic's S-1, why hyperscalers are now free cash flow negative, the $6.3 billion Binance hack, and why Bitcoin's simplicity…
- #806: The Switch That Unlocks Institutional Bitcoin with Baron Koch · 1 h 9 minBaron Koch, the CFO at Braiins and a former endowment and pension portfolio manager, joins Marty Bent to explain how institutions actually decide to allocate to Bitcoin. They…
- #805: Canada Is Speedrunning America's Future with Mike Werry and Mira Metter · 1 h 38 minMike Werry and Mira Metter, the filmmakers behind Broken Country, join Marty to break down how Canada went from the strongest middle class in the world to a cautionary tale for…
- #804: Bitcoin Is Cheap And Nobody Believes It with Matthew Mežinskis · 1 h 41 minBitcoin is sitting near the 8th percentile of its 17-year power trend while sentiment feels like the summer of 2015. Matty Mežinskis of Porkopolis Economics walks Marty through…
- Ten31 Timestamp: Spirit of '63 · 45 minMarty and John Arnold dig into Anthropic's S-1 numbers, Meta's first negative free cash flow quarter in over a decade, and why Treasury Secretary Bessent is invoking Lincoln's…
- Ten31 Timestamp: Partly Cloudy · 28 minBlack Monday never showed up. Marty and John Arnold break down why markets shrugged off the weekend scare, and what the data under the surface is saying about AI spending…
- #803: The Long End of the Curve Is Breaking with Parker Lewis · 1 h 17 minParker Lewis of Zaprite, author of Gradually Then Suddenly, joins Marty Bent to explain why Bitcoin sentiment is at its worst while the macro setup looks stronger than ever. They…
- #802: The Banks Are Fleecing You with Mel Mattison · 1 h 25 minMel Mattison joins Marty to unpack October's market selloff and why it may be the best buying opportunity since the Iran war drawdown. They cover rising Treasury yields, fiscal…
- #801: Proving What's Real In The Age Of AI with Bryan Jacoutot · 1 h 1 minBryan Jacoutot, commercial litigator at Clark Hill, joins Marty Bent to explain how Bitcoin timestamping through OpenTimestamps and SimpleProof can authenticate digital evidence…
- Ten31 Timestamp: Liberty, Equality, Insolvency · 34 minFrance's debt problem, Europe moving against Chinese exports, Iran under pressure, and the AI and quantum FUD hitting Bitcoin. Marty and John Arnold go through the week. 🔗…
- #800: London Closed The Strait Of Hormuz with Tom Luongo · 1 h 49 minTom Luongo returns to break down why the Iran conflict was never really about Iran. Tom argues the war is a lever to dismantle the Eurodollar system and the old colonial powers…
- #799: The Economic Revolution Is Already Here with Susan Kokinda · 1 h 1 minSusan Kokinda of Promethean Action returns to check in on the Trump economic agenda ten months after her last visit. She breaks down manufacturing job growth, tariffs, and…
- Ten31 Timestamp: Gilt Trip · 35 minOil flows through the Middle East are back near pre-war levels, but 10 year yields and the MOVE index are telling a different story. 🔗 https://bitcoinproducts.com In this…
- #798: The Roman Playbook for Destroying a Currency with Jeremy Ryan Slate · 1 h 14 minJeremy Ryan Slate, host of the Athenian Book Club, traces how Roman emperors debased the denarius from 95% silver to nearly nothing to fund legions and donatives. Marty Bent and…
- #797: The ColdCard Hack Was Only The Beginning with Erin Redwing · 1 h 15 minErin Redwing joins Marty Bent to look back on two brutal months for Bitcoin after the ColdCard entropy vulnerability, AI-driven exploits, and the Hugging Face breach. They…
- #796: Own Your Intelligence Stack with Tommy Eastman · 1 h 11 minTommy Eastman of Nous Research joins Marty to break down Hermes Agent and why owning your intelligence stack matters. They cover the leap from chatbots to autonomous agentic AI…
- #795: Tokenization Unlocks $900 Trillion in Wealth with Jordi Visser · 1 h 25 minJordi Visser joins Marty Bent to break down why AI agents are about to collide with Bitcoin, stablecoins, and tokenization. Visser explains why crypto's guardrails are mispriced…
- Ten31 Timestamp: Revenge of the Nerds · 38 minTrump tells the AI labs to quit "pacing the frontier" and go full speed ahead against China, while Bitcoin claws back above its 50 week moving average despite a mountain of…
- #794: Why Inflation Is Designed To Crush You with Gary Brode · 1 h 18 minGary Brode joins Marty Bent to break down his month in El Salvador and the new white paper making the case that Bitcoin is officially a currency. They dig into Nayib Bukele's…
- #793: China Is Funding The War On Data Centers with Sam Lyman · 60 minSam Lyman of the Bitcoin Policy Institute joins Marty Bent to break down the collapse of the CLARITY Act, the stablecoin fight dividing community banks and Wall Street, and new…
- #792: Insurance Companies Are The Next Contagion with Nick Nemeth · 1 h 18 minNick Nemeth returns to break down the Mark Walter and Guggenheim insurance scandal, exposing how billions in annuity and life insurance policyholder funds funded the Dodgers…
- #791: The Bitcoin Playbook for Commercial Real Estate Owners & Investors with Chris Drzyzga · 1 h 15 minChris Drzyzga, commercial real estate broker and investor, returns to break down his new Bitcoin playbook for CRE owners and operators. Marty and Chris dig into building a…
- #790: MMR Vaccines Are Deadlier Than Measles with Nic Hulscher · 58 minNicolas Hulscher returns to unpack Pennsylvania's fabricated measles deaths, a federal RICO lawsuit against the American Academy of Pediatrics, and new CDC WONDER data showing…
- Ten31 Timestamp: Growth Mindset · 35 minA white hat hacker just moved 4,000 bitcoin out of Blockstream's Liquid sidechain, and while that story unfolds, the G20 quietly made "growth" the only word that matters. Marty…
- #789: Stablecoins Are Replacing the Petrodollar with Michael Every · 1 h 4 minMichael Every breaks down the reverse perestroika thesis reshaping macro and geopolitics in 2026. Marty and Michael cover the Iran war, Russia-Ukraine escalation risk, Venezuela…
- Ten31 Timestamp: Druck and Disorderly · 36 minThe Treasury declared economic D-Day on Iran the same week traffic through the Strait of Hormuz jumped 400% and Trump announced a deal for 65 billion barrels of Venezuelan oil…
- #788: Rebuilding The High Trust Society with Johann Kurtz · 1 h 8 minJohann Kurtz returns to TFTC to explain why young people are broke despite rising real wages and falling unemployment. Kurtz and Marty Bent break down the measurement problem…
- #787: Why The Housing Market Is Rigged To Fail with Melody Wright · 1 h 17 minMelody Wright returns to unpack a housing market collapse accelerating faster than 2008. Foreclosure referrals are spiking 150% month over month, FHA delinquencies are climbing…
- #786: The Offshore Dollar Is Being Dismantled with Matt Dines · 1 h 41 minMatt Dines returns to break down a week of escalating monetary chaos. Scott Bessent doubles the Treasury buyback limit to $4 billion, Stanley Druckenmiller fires a public warning…
- Ten31 Timestamp: You're Gonna Need a Bigger Buyback · 30 minThe Treasury just signaled it will do whatever it takes to hold the long end together, and Bitcoin ripped toward $80,000 about 45 minutes after the headline hit. 🔗…
- #785: You Are Your Own Single Point Of Failure with Alex Bergeron · 1 h 50 minAlex Bergeron of Ark Labs joins Marty Bent to unpack the Coldcard exploit, the Boltz shutdown, and what AI-driven attacks mean for Bitcoin self-custody. Bergeron argues the…
- #784: The Billionaire Playbook with Chase Koch · 1 h 12 minChase Koch joins Marty Bent to break down principle-based management, the operating system behind Koch Industries' 86 years and 9,000x growth. Chase explains why he stepped down…
- Ten31 Timestamp: Dog Days · 33 minMarty and John dig into the Groundhog Day situation in the Strait of Hormuz, why neither side looks desperate to deal, and what rising Treasury yields with suppressed volatility…
- #783: Trump Is Throwing The Midterms with Mark Mitchell · 1 h 22 minFormer Rasmussen pollster Mark Mitchell breaks down why Trump’s Iran pivot is tanking his populist coalition ahead of the 2026 midterms. The Honest Poll founder exposes rigged…
- #782: Fiat Food Is Destroying America with Will Harris · 58 minWill Harris of White Oak Pastures joins TFTC to break down why industrial agriculture is failing farmers, consumers, and the environment. He explains how regenerative farming…
- #781: The Truth About Fauci with Jessica Rose · 1 h 39 minJessica Rose unpacks the Proximal Origin cover-up, Fauci’s leaked emails, and the rush to hide lab origins before the mRNA rollout. She breaks down Slack messages revealing…
- #780: Dissecting The Coldcard Hack with Alex Thorn · 54 minAlex Thorn joins Marty to break down the Coldcard vulnerability draining Bitcoin wallets across multiple attack waves. Galaxy Research traces stolen on-chain funds while victims…
- #779: SPR Releases Fix Nothing with Anas Alhajji · 1 h 14 minEnergy economist Anas Alhajji breaks down the Iran war's impact on global oil markets, Hormuz shipping risks, and diesel shortages driving inflation. He exposes demand…
- #778: Give Your Agent a Bitcoin Wallet with Vinny · 56 minMarty sits down with developer Vinny to explore why AI agents, open source models, and permissionless protocols are converging into a new agentic economy. They unpack Buzz as a…
- 777: Coldcard Is Compromised with James O'Beirne · 46 minJames O'Beirne joins Marty to break down the critical Coldcard RNG vulnerability affecting devices produced after 2021. They discuss how insufficient entropy generation exposes…
- #776: Yields Must Rise, Fed Must Hike with Michael Howell · 1 h 4 minMichael Howell joins TFTC to break down why the Fed is trapped by rising bond yields and surging nominal GDP, forcing a return to rate hikes despite market expectations. We…
- Ten31 Timestamp: Closed Straits and Open Models · 38 minMarty and John dig into the Houthis blocking the Bab el Mandeb strait, oil whipsawing on peace headlines, and why Lloyd's of London pulling war coverage matters for US insurers…
- #775: Private Credit Is The Next Bomb with Dave Collum & Rudy Havenstein · 2 h 46 minDave Collum and Rudy Havenstein join Marty Bent to dissect the medical industrial complex, SNRI and statin dangers, and the total collapse of trust in institutions. They dive…
- #774: Quarterly Monetary Base Update with Matthew Mežinskis · 1 h 43 minBitcoin analyst Matthew Mezinskis joins the show to defend the power law model against recent criticism, arguing the curve remains intact and Bitcoin is trading near historical…
- #773: Open Source AI Is Non-Negotiable with Conner Brown · 1 h 22 minConner Brown from the Bitcoin Policy Institute joins to break down AI and Bitcoin policy moving through Washington. We cover Taiwan’s legislative push for Bitcoin reserves…
