TFTC: A Bitcoin Podcast
Marty Bent
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.
- 28 minutes 32 secondsTen31 Timestamp: Bitcoin Fixes the Energy Problem
The AI revolution is accelerating faster than most people realize, but major institutions aren't accounting for it in their economic projections. While the CBO just added $1.4 trillion to this decade's deficit forecast, they completely missed the potential disruption from artificial intelligence.
🔗 https://bitcoinproducts.com
In this episode:
- The viral "something big is happening" AI post and what it missed
- Why institutional adoption of AI tools faces massive inertia despite breakthrough capabilities
- How the managerial class creates friction against disruptive technologies
- CBO deficit projections ignore AI's potential economic disruption
- Private credit losses pile up as AI disrupts software companies
- Lightning Labs releases agent payment tools - the machine payable web arrives
- Why Bitcoiners can't be complacent about agent payments
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TIMESTAMPS:
00:00:00 - Introduction from Bitcoin Investor Week NYC
00:02:06 - The viral AI post breakdown and institutional blindness
00:06:41 - Testing AI tools at TFTC - reality vs hype
00:09:00 - Managerial class inertia against disruption
00:11:05 - CBO deficit projections miss AI disruption completely
00:16:26 - Private credit losses from AI disruption begin
00:21:00 - Bitcoin and the machine payable web revolution
00:24:06 - Lightning Labs agent payment tools launch
00:26:00 - Competition for agent payments - Bitcoin must compete
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SUBSCRIBE
› Newsletter (free): https://tftc.io/bitcoin-brief/
› YouTube: https://youtube.com/@TFTC?sub_confirmation=1
FOLLOW US
› X: https://x.com/tftc21
› Nostr: https://primal.net/tftc
FOLLOW MARTY
› X: https://x.com/MartyBent
TEN31
› Timestamp: https://www.ten31timestamp.com/
› John Arnold: https://x.com/JohnArnoldTen31
PARTNERS
› Ten31: https://ten31.xyz
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TFTC #MartyBent #AI #ArtificialIntelligence #Lightning #AgentPayments
16 February 2026, 5:07 pm - 1 hour 5 minutes#717: Building The Financial Rails Bitcoin Deserves with Jesse Shrader
Marty sits down with Jesse Shrader, co-founder and CEO of Amboss, to discuss the evolution of the Lightning Network, how Taproot Assets are bringing stablecoins and multi-asset trading to Bitcoin, the launch of Amboss's RailsX peer-to-peer exchange and Magma MCP tool for AI agents, and why Bitcoin is positioned to become the backbone of global commerce and foreign exchange settlement.
Jesse on X: https://x.com/Jestopher_BTC
Amboss: https://amboss.tech/
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
SLNT
Lygos:
Salt of the Earth:
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
Twitter
Instagram
https://www.instagram.com/tftc.io/
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16 February 2026, 3:00 pm - 1 hour 31 minutes#716: A Century In Five Years with Justin Moon
Marty sits down with Justin Moon to discuss his return to building freedom tech, the explosion of AI capabilities through tools like Open Claw and Claude Code, and why Bitcoiners need to stop patting themselves on the back and start shipping software that solves real problems for real people.
Justin on X: https://x.com/_justinmoon___
Fedi: https://www.fedi.xyz/
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
SLNT
Lygos:
Salt of the Earth:
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
Twitter
Instagram
https://www.instagram.com/tftc.io/
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14 February 2026, 3:00 pm - 1 hour 15 minutes#715: $1.5 Trillion in AI Promises With No Business Plan with Gary Brode
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.
Gary on X: https://x.com/Gary_Brode
Deep Knowledge Investing (Code TFTC for 25% off): https://t.co/NWIf37SNL3
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
SLNT
Lygos:
Salt of the Earth:
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
Twitter
Instagram
https://www.instagram.com/tftc.io/
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11 February 2026, 3:00 pm - 28 minutes 12 secondsBitcoin Alpha Timestamp: The Fundamental Haven't Changed
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
SUBSCRIBE › Newsletter (free): https://tftc.io/bitcoin-brief/› YouTube: https://youtube.com/@TFTC?sub_confirmation=1
FOLLOW US › X: https://x.com/tftc21› Nostr: https://primal.net/tftc
FOLLOW MARTY › X: https://x.com/MartyBent
PARTNERS › Ten31: https://ten31.xyz
TFTC #MartyBent #AIagents #hyperscalers #hashrate
9 February 2026, 5:20 pm - 1 hour 34 minutes#714: What Comes After Taproot? with Arbedout
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/
ArbedOut on Twitter: https://x.com/arbedout
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
SLNT
Lygos:
Salt of the Earth:
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
Twitter
Instagram
https://www.instagram.com/tftc.io/
Nostr
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9 February 2026, 3:00 pm - 1 hour 4 minutes#713: Bitcoin Was Warning Us for Months with James Check
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
SLNT
Lygos:
Salt of the Earth:
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
Twitter
Instagram
https://www.instagram.com/tftc.io/
Nostr
Follow Marty Bent:
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7 February 2026, 3:00 pm - 1 hour 5 minutes#712: The Great Precious Metals Shakeout with Vince Lanci
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
SLNT
Lygos:
Salt of the Earth:
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
Twitter
Instagram
https://www.instagram.com/tftc.io/
Nostr
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4 February 2026, 9:58 pm - 1 hour 13 minutes#711: How to Turn Any App Into a Bitcoin On-Ramp with Harsha Goli
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
SLNT
Lygos:
Salt of the Earth:
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
Twitter
Instagram
https://www.instagram.com/tftc.io/
Nostr
Follow Marty Bent:
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2 February 2026, 3:00 pm - 1 hour 50 minutes#710: Q4 2025 Monetary Base Update with Matthew Mežinskis
Marty sits down with Matthew Mežinskis to discuss their quarterly monetary base update, analyzing Bitcoin's power law trajectory against gold and silver's record-breaking rallies, why Bitcoin remains historically undervalued relative to precious metals, and geopolitical considerations around freedom and autocracy.
Matthew on X: https://x.com/1basemoney
Porkopolis: https://www.porkopolis.io/topmoney/
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
SLNT
Lygos:
Salt of the Earth:
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
Twitter
Instagram
https://www.instagram.com/tftc.io/
Nostr
Follow Marty Bent:
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31 January 2026, 3:00 pm - 1 hour 51 minutes#709: Inside Maine's Medicaid Fraud Machine with Steve Robinson
Marty sits down with Steve Robinson to discuss his year-long investigation into massive Medicaid fraud in Maine, exposing how politically connected migrant NGOs have been exploiting taxpayer-funded programs with virtually no oversight or consequences.
Steve on Twitter: https://x.com/SteveRob
The Maine Wire: https://www.themainewire.com/
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
Unchained
SLNT
CrowdHealth
https://joincrowdhealth.com.tftc
Salt of the Earth:
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
Twitter
Instagram
https://www.instagram.com/tftc.io/
Nostr
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28 January 2026, 3:00 pm - More Episodes? Get the App