TFTC: A Bitcoin Podcast

Bitcoin's price hit the 50s this week, but the fundamentals tell a different story. As AI investment explodes above $600 billion annually, agents are already using Bitcoin as internet-native money.

🔗 https://bitcoinproducts.com

In this episode:

Why the fear and greed index hit historic lows (lower than COVID and FTX)

How AI agents are using Bitcoin Lightning wallets and signing into websites

$600+ billion hyperscaler CapEx spend creating fundamental Bitcoin tailwinds

Hash rate difficulty adjustment working as designed (11.15% downward adjustment)

Why Bitcoin isn't a hedge yet but is building toward becoming one

TIMESTAMPS: 00:00:00 - Price volatility and fundamental value 00:01:25 - Fear and greed index hits historic lows 00:04:10 - AI agents using Bitcoin Lightning wallets 00:06:02 - $600 billion hyperscaler CapEx explosion 00:12:42 - AI race implications for monetary policy 00:14:30 - Hash rate correction and mining profitability myths 00:18:23 - Bitcoin's unique bits-to-atoms connection 00:22:46 - Difficulty adjustment working as designed 00:24:48 - Why Bitcoin isn't a hedge yet 00:27:01 - Knowledge distribution and early adoption

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Marty sits down with ArbedOut to discuss the Epstein email leaks and their implications for Bitcoin, the current state of markets and Bitcoin treasury companies, the challenges of reaching consensus on Bitcoin's next soft fork, the promise of AI agents making Lightning payments, and ArbedOut's new project SigBash — a programmable signer that brings covenant-like functionality to Bitcoin without a protocol change.

Sigbash: https://www.sigbash.com/

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Shoutout to our sponsors:

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Marty sits down with James Check to discuss the current Bitcoin bear market, where on-chain data and mean reversion models suggest we're in the bottom fifth of the cycle, why capitulation is a necessary process, the quantum computing FUD, the role of gold as portfolio ballast, and why staying convicted through the storm is the only rational move if your decision tree says Bitcoin isn't dead.

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

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/VJ2dABShBz

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

Shoutout to our sponsors:

Bitkey

https://bit.ly/4pOv2L4 Promo Code: TFTC99

Unchained

https://unchained.com/tftc/

SLNT

https://slnt.com/tftc

Lygos:

http://bit.ly/3ZtQLwp

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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Marty sits down with Vince Lanci to discuss the chaotic selloff in gold, silver, and Bitcoin, China's broken precious metals market structure, the geopolitical implications of the Kevin Warsh Fed nomination, and how gold is being positioned as collateral in a de-globalizing monetary order.

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

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/VJ2dABShBz

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

Shoutout to our sponsors:

Bitkey

https://bit.ly/4pOv2L4 Promo Code: TFTC99

Unchained

https://unchained.com/tftc/

SLNT

https://slnt.com/tftc

Lygos:

http://bit.ly/3ZtQLwp

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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Nostr

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Follow Marty Bent:

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Newsletter

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Marty sits down with Harsha Goli to discuss his decade-long journey building Bitcoin infrastructure, the challenges companies face integrating traditional finance rails, and how Magnolia is launching a full banking API to help any Bitcoin application convert fiat to Bitcoin across all 50 US states.

Harsha on X: https://x.com/arshbot

Magnolia: https://magnolia.financial/

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/VJ2dABShBz

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

Shoutout to our sponsors:

Bitkey

https://bit.ly/4pOv2L4 Promo Code: TFTC99

Unchained

https://unchained.com/tftc/

SLNT

https://slnt.com/tftc

Lygos:

http://bit.ly/3ZtQLwp

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

https://twitter.com/tftc21

Instagram

https://www.instagram.com/tftc.io/

Nostr

https://primal.net/tftc

Follow Marty Bent:

Twitter

https://twitter.com/martybent

Nostr

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Newsletter

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Podcast

https://www.tftc.io/tag/podcasts/