#791: The Bitcoin Playbook for Commercial Real Estate Owners & Investors with Chris Drzyzga
Chris Drzyzga, commercial real estate broker and investor, returns to break down his new Bitcoin playbook for CRE owners and operators. Marty and Chris dig into building a three-tranche Bitcoin treasury, using Bitcoin as a fifth return driver alongside NOI growth and cap rates, tax-loss harvesting Bitcoin gains, dual-collateralized loans through Battery Finance, and mining Bitcoin for building heat. They also cover Bitcoin rent payments, security deposits, and how Bitcoin-friendly tenants boost asset…
#790: MMR Vaccines Are Deadlier Than Measles with Nic Hulscher
Nicolas Hulscher returns to unpack Pennsylvania's fabricated measles deaths, a federal RICO lawsuit against the American Academy of Pediatrics, and new CDC WONDER data showing over 150,000 excess cancer deaths since mRNA vaccine rollout. Hulscher breaks down 35 mechanisms linking mRNA technology to turbo cancer, the decades-long suppression of antiparasitic cancer treatments, and why ivermectin remains safer than Tylenol. The conversation closes on magnesium L-threonate research showing measurable…
Ten31 Timestamp: Growth Mindset
A white hat hacker just moved 4,000 bitcoin out of Blockstream's Liquid sidechain, and while that story unfolds, the G20 quietly made "growth" the only word that matters. Marty and John break down why debt, deregulation, and cheap energy are becoming the entire playbook - and why Bitcoin keeps showing up as the trade no matter which way the plan breaks. 🔗 https://bitcoinproducts.com In this episode: Why a white hat hack on Blockstream's Liquid sidechain has crypto on alert How the G20 quietly made…
#789: Stablecoins Are Replacing the Petrodollar with Michael Every
Michael Every breaks down the reverse perestroika thesis reshaping macro and geopolitics in 2026. Marty and Michael cover the Iran war, Russia-Ukraine escalation risk, Venezuela and the Dunroe Doctrine, China's automation-driven job losses, structural inflation from the diesel and refined product shortage, the Fed's shift to short-end T-bill issuance, stablecoins replacing the petrodollar, economic statecraft, AGI implications, and why Europe has lost leverage with both the US and China. A must-listen…
Ten31 Timestamp: Druck and Disorderly
The Treasury declared economic D-Day on Iran the same week traffic through the Strait of Hormuz jumped 400% and Trump announced a deal for 65 billion barrels of Venezuelan oil. None of that is a coincidence. 🔗 https://bitcoinproducts.com In this episode: What Operation Economic Outcast and secondary sanctions are actually targeting Why Bessent refused to rule out sanctioning Chinese banks Reports of a canal being dredged in Oman to route around Hormuz How the Venezuela deal more than doubles US…
#788: Rebuilding The High Trust Society with Johann Kurtz
Johann Kurtz returns to TFTC to explain why young people are broke despite rising real wages and falling unemployment. Kurtz and Marty Bent break down the measurement problem buried inside GDP and inflation data, the two-income trap, collapsing home ownership, and the real cost of living in a low-trust society. They dig into social capital, status games, the fertility collapse, and why tight-knit virtue-driven communities still produce large families. A grounded macro conversation about money, family…
#787: Why The Housing Market Is Rigged To Fail with Melody Wright
Melody Wright returns to unpack a housing market collapse accelerating faster than 2008. Foreclosure referrals are spiking 150% month over month, FHA delinquencies are climbing past 12%, and multifamily real estate securitizations are showing signs of fraud, mismarked debt, and vanishing capital. Wright and Marty dig into United Wholesale Mortgage's balance sheet troubles, Fannie Mae and Freddie Mac exposure, private credit stress, commercial real estate maturity walls, and why Bitcoin remains the hedge…
#786: The Offshore Dollar Is Being Dismantled with Matt Dines
Matt Dines returns to break down a week of escalating monetary chaos. Scott Bessent doubles the Treasury buyback limit to $4 billion, Stanley Druckenmiller fires a public warning shot in the Wall Street Journal, and the US-Canada trade relationship collapses into 50% tariffs. Matt maps the mechanics behind treasury auctions, yield curve defense, and the offshore dollar's unwind, then connects "Operation Economic Outcast" and Iran's oil smuggling scandal to a broader financial war. Plus tokenized…
Ten31 Timestamp: You're Gonna Need a Bigger Buyback
The Treasury just signaled it will do whatever it takes to hold the long end together, and Bitcoin ripped toward $80,000 about 45 minutes after the headline hit. 🔗 https://bitcoinproducts.com In this episode: Why doubling buybacks from $2 billion to $4 billion moved markets this much How the TGA could become the Treasury's next source of firepower Investment funds replacing the Fed as the marginal buyer of long end treasuries The US escorting oil out of the Strait of Hormuz under cover of darkness…
#785: You Are Your Own Single Point Of Failure with Alex Bergeron
Alex Bergeron of Ark Labs joins Marty Bent to unpack the Coldcard exploit, the Boltz shutdown, and what AI-driven attacks mean for Bitcoin self-custody. Bergeron argues the maximalist dogma around trustlessness held back innovation, and that collaborative custody, covenants, and vaults are the path forward. The conversation covers Arkade's smart-signer architecture, spending policies, RFQ intents for Lightning swaps, Bitcoin-backed lending markets, and why he calls it collaborative finance instead of…
#784: The Billionaire Playbook with Chase Koch
Chase Koch joins Marty Bent to break down principle-based management, the operating system behind Koch Industries' 86 years and 9,000x growth. Chase explains why he stepped down as president of the fertilizer business after nine months, how comparative advantage and creative destruction shape decisions across 140,000 employees, and why sizing your bets to your knowledge beats chasing quarterly numbers. The conversation covers bottom-up AI adoption, Austrian economics, Federal Reserve overreach,…
Ten31 Timestamp: Dog Days
Marty and John dig into the Groundhog Day situation in the Strait of Hormuz, why neither side looks desperate to deal, and what rising Treasury yields with suppressed volatility mean for the standoff. They get into the SPR draining to 40-year lows, Japan's yield curve cracking and the Fed stepping in with yen support, and why the FEMA repo facility matters. They also break down the latest fiscal math, the $500 billion AI buildout coalition led by Nvidia, and the accelerating US-China decoupling across…