TFTC: A Bitcoin Podcast

Marty sits down with Gary Brode to discuss why the market's reaction to the Warsh Fed nomination was wrong, the real drivers of inflation, the unsustainable economics of the AI hyperscaler spending boom, and why Bitcoin's long-term value proposition remains strong despite short-term price volatility.

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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.

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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.

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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.

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Shoutout to our sponsors:

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Join the TFTC Movement:

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