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 i...
#578: The USA Is Losing Its Leverage with Luke Gromen
Marty sits down with Luke Gromen to discuss what America needs in order to maintain its foothold in the geopolitical power balance.
Luke on Twitter: https://x.com/LukeGromen
FFTT: https://fftt-llc.com/
0:00 - Intro
0:36 - Tariffs
4:30 - DeepSeek
12:09 - Bessent's reset
16:56 - Fold & Bitkey
18:51 - Liquidity crisis and the big print
25:42 - Speculating on a deal with China
29:56 - Unchained
30:57 - Europe is losing
38:24 - Gold price and SBR
45:22 - History of gold’s official price
50:03 - Is the bandaid coming off soon?
55:03 - Bitcoin-backed lending
1:01:41 - There’s hope for cooler heads
1:13:06 - SAB 121 repeal
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1:16:13
#577: The Biggest Moment In Financial History with Jeff Walton
Marty sits down with Jeff Walton to discuss Microstrategy's preferred stock offering.
Jeff on Twitter: https://x.com/PunterJeff
MSTR True North: https://x.com/MSTRTrueNorth
0:00 - Intro
0:36 - Explaining Microstrategy's preferred stocks
7:14 - Making use of volatility
13:58 - Fold & Bitkey
15:54 - Everything changes when insurance catches on
25:34 - Real estate insurance
29:04 - Unchained
30:05 - First mover companies
33:16 - The strategy is misunderstood, but the tide is turning
38:22 - What happens to MSTR's value
44:14 - The most hated trade
48:09 - Too much bitcoin?
53:17 - Is Microstrategy going to be the only player?
56:09 - Bitcoin weaponizes greed
1:05:31 - Will the 4 year cycle be disrupted?
1:08:37 - How it’s been for Jeff
1:12:24 - Bitcoin yield
1:15:44 - Wrap
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1:16:52
#576: Bitcoin Outpaces Everything with James Check
Marty sits down with James Check to discuss bitcoin's position in the new year.
James on Twitter: https://x.com/_Checkmatey_
James's newsletter: https://newsletter.checkonchain.com/
_checkonchain charts: https://charts.checkonchain.com/
0:00 - Intro
0:36 - SBR isn't Trump's top priority
7:05 - A hard market to predict
13:36 - Fold & Bitkey
15:31 - What’s next?
18:21 - Tariffs and revaluing gold
21:28 - Unchained
22:29 - Yield curve/rate cut discrepancy
28:57 - Bull and bear scenarios
35:47 - Long and short hodlers
39:47 - Bitcoin collateral and leverage risks
44:14 - Ethereum and the golden age of grift
57:31 - Crypto is barely a footnote to bitcoin’s scale
1:10:16 - Wrap up
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1:12:47
#575: The Big Print with Lawrence Lepard
Marty sits down with Larry Lepard to discuss his upcoming book.
Larry on Twitter: https://x.com/LawrenceLepard
Larry's website: https://ema2.com/
The Big Print: https://www.amazon.com/Big-Print-Happened-America-Sound-ebook/dp/B0DS9W8FFS
0:00 - Intro
0:36 - Trump coin and the new administation
8:48 - Fold & Bitky
10:43 - Larry's book
12:31 - We’re reaching the fourth turning
15:52 - Skeptics and crypto frauds
18:09 - Metcalfe’s gold rush
24:25 - Unchained
25:26 - A newcoiner is never late, nor is he early
30:05 - Scott Bessent and the monetary reset
33:22 - Manufacturing a soft landing
48:08 - Events escalating in magnitude and freqency
52:37 - Marty's price prediction for this cycle
55:55 - Cultural touchpoints for adoption
1:05:52 - Plugs
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1:08:50
Trump's Executive Orders, the DXY and Bitcoin Backed Lending - Bitcoin Alpha 006
0:00 - Disclaimer
0:24 - Larry Fink is bullish
8:28 - Ross free
16:54 - Energy policy
25:06 - Crypto policy
34:27 - Meme coins
50:19 - State SBR bills
58:05 - Dollar Index and Gromen analysis
1:15:04 - Coinbase lending
1:28:44 - NYDIG
1:32:38 - Corporate treasuries
1:43:51 - Repeal of SAB-121
1:46:02 - 2025 predictions
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.