#774: Quarterly Monetary Base Update with Matthew MeĹľinskis
Bitcoin analyst Matthew Mezinskis joins the show to defend the power law model against recent criticism, arguing the curve remains intact and Bitcoin is trading near historical lows relative to its trend. He breaks down why exponential models fail to capture Bitcoin’s network growth, compares the power curve to stock-to-flow and Plan B projections, and examines global monetary base expansion, Fed balance sheet trends, and the intersection of Bitcoin’s scalable growth with TradFi’s volatile…
#773: Open Source AI Is Non-Negotiable with Conner Brown
Conner Brown from the Bitcoin Policy Institute joins to break down AI and Bitcoin policy moving through Washington. We cover Taiwan’s legislative push for Bitcoin reserves, foreign influence campaigns targeting American data centers, and why open source AI matters for crypto adoption. Plus: how AI agents are already choosing Bitcoin, the real story behind company brains and LLM workflows, and the fight to keep DC from regulating innovation out of existence. Conner on X: https://x.com/BitcoinConner …
Ten31 Timestamp: When Donald Met Kimi
Marty's back on the shore house porch just as the Middle East flares up again. Marty and John dig into WTI and Brent back in the 80s, the SPR hitting 43 days, and why GCC countries are racing to bypass the Strait of Hormuz. They also get into the US as a helium winner, the Fed trying to have it both ways on forward guidance and inflation, and why Kimi K3 is exposing the strategic risk of nerfed frontier models. They also touch on Jevons Paradox in AI inference, whether sovereigns will end up…
#772: Bitcoin Is The Peaceful Revolution with Average Gary
Average Gary joins TFTC to unpack why veterans are flocking to Bitcoin, how military skills map to mining and self-custody, and what open-source firmware like Mugina means for decentralizing hash rate. We dig into fifth-generation warfare, building robust energy microgrids, and why the Bitcoin Veterans community is becoming a force multiplier for localism and peaceful revolution. A no-nonsense conversation on war, money, and the future of freedom tech. Gary on Nostr: https://primal.net/average Bitcoin…
#771: Why AI Demand Won’t Collapse with Mel Mattison
Mel Mattison joins Marty to dissect AI’s impact on memory chips, the hyperscaler debt cycle, and the Fed’s rate outlook under Chairman Warsh. The conversation swings from Korean memory stocks like Micron, Samsung and SK Hynix to macro themes such as fiscal deficits, debasement trades, gold, Bitcoin and the new “Trump accounts” tax vehicle. Listeners get a contrarian view on why AI demand may outlast hype, how free‑cash‑flow can erase debt fast, and what assets could dominate the market this…
#770: The Western Canon Belongs To Your Child with Chapter House
Josh and Hannah Centers join Marty to discuss Chapter House, their publishing company reviving classic books for homeschooling families. They break down the failure of public school STEM pipelines, the superiority of physical books over screens, and why the Western canon builds virtue through wonder. The conversation covers Charlotte Mason methods, narration over worksheets, and how flawed heroes teach courage better than sanitized textbooks. They explore Christian classical education, the meaning of…
Ten31 Timestamp: You Gotta MOVE
The Iran deal is dead again, ships are getting hit in the Gulf, and the ten year is back above four point five five. Marty and John sort through the latest Middle East escalation, why both sides actually want the conflict to keep going, and what it means for oil, LNG, and bond volatility. They dig into Japan's thirty year yield highs and the delicate balance the BOJ is walking, Mohamed El-Erian vouching for Bessent's industrial policy in the New York Times, and why the MOVE index might matter more than…
#769: Freedom Money In Your Private Chat with Vik Sharɱa & Seth For Privacy
Marty Bent talks with Seth For Privacy and Vik from Cake Wallet about Radar, a new Signal fork that adds self-custodial Bitcoin Lightning payments to private messaging. They cover why Signal was the right base, how Spark enables seamless UX without custody, the growing EU surveillance threat, vibe coding, AI privacy risks, and why freedom tech needs to compete on convenience. A deep dive on building privacy preserving tools that normal people actually want to use. Find the Home Mining Playbook here:…
#768: DAC8 Is A Kidnapping Factory with Francis Pouliot
Marty sits down with Francis Pouliot to discuss Bull Bitcoin's legal fight against DAC8 and MiCA in France, the dangers of FATF-driven surveillance regimes, and the Bitcoin privacy tools like PayJoin and Silent Payments that builders are deploying to resist global KYC overreach. Francis on X: https://x.com/francispouliot_ Bull Bitcoin: https://www.bullbitcoin.com/ Stop DAC8: https://dac8.com/en/ Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook STACK SATS hat:…
Ten31 Timestamp: The American Century (?)
The guys kick off the Fourth of July week by arguing that high agency culture is still America's edge, then dive into why AI is officially too big to fail. Marty and John break down FERC forcing grid operators to fast track data center connections, OpenAI floating a five percent stake to the Trump administration, and Marc Andreessen landing on the Pentagon's defense policy board. They also dig into the memory bottleneck squeezing the chip buildout, why frontier models are not getting commoditized by…
#767: The First Bitcoin Miner with Alex Waltz
Marty sits down with Alex Waltz to discuss his forensic investigation into Bitcoin's first seventy-two hours, which uncovers that Satoshi Nakamoto likely ran both a clearnet and Tor node to bootstrap the network, reveals Hal Finney as the third node but second person to join, and exposes how the nascent blockchain ground to a halt eight separate times. Alex on X: https://x.com/raw_avocado Alex’s Website: https://alexwaltz.com/ Alex on YouTube: https://www.youtube.com/@AlexWaltz21/ Alex’s…
#766: Gold and Bitcoin Are Your Survival Kit with Porter Stansberry
Marty sits down with Porter Stansbury to discuss the looming 2029 financial crisis, the erosion of federalism, and why gold, Bitcoin and timber may be the only real safe‑havens.