TFTC: A Bitcoin Podcast

Mike 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 America. They cover healthcare wait-list deaths and MAID, mass immigration and record youth unemployment, a housing crisis fueled by bureaucracy, Mark Carney and the Century Initiative, government wast...

Bitcoin 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 Bitcoin priced in gold, the top five base monies, Fed balance sheet expansion echoing the 2019 repo crisis, and why stablecoins are a rounding error next to global broad money. They also cover falling ...

Marty 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 National Currency Act of 1863 to sell stablecoins.

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In this episode:

Black 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, interest rates, and energy.

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In this episode:

Parker 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 cover the missing adoption wave, why Bitcoin treasury companies cannibalize demand, the 30-year Treasury at 5.5 percent, credit market stress, Silvergate and Operation Choke Point 2.0, the Coldcard a...