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 i...
#577: The Biggest Moment In Financial History with Jeff Walton
Marty sits down with Jeff Walton to discuss Microstrategy's preferred stock offering.
Jeff on Twitter: https://x.com/PunterJeff
MSTR True North: https://x.com/MSTRTrueNorth
0:00 - Intro
0:36 - Explaining Microstrategy's preferred stocks
7:14 - Making use of volatility
13:58 - Fold & Bitkey
15:54 - Everything changes when insurance catches on
25:34 - Real estate insurance
29:04 - Unchained
30:05 - First mover companies
33:16 - The strategy is misunderstood, but the tide is turning
38:22 - What happens to MSTR's value
44:14 - The most hated trade
48:09 - Too much bitcoin?
53:17 - Is Microstrategy going to be the only player?
56:09 - Bitcoin weaponizes greed
1:05:31 - Will the 4 year cycle be disrupted?
1:08:37 - How it’s been for Jeff
1:12:24 - Bitcoin yield
1:15:44 - Wrap
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1:16:52
#576: Bitcoin Outpaces Everything with James Check
Marty sits down with James Check to discuss bitcoin's position in the new year.
James on Twitter: https://x.com/_Checkmatey_
James's newsletter: https://newsletter.checkonchain.com/
_checkonchain charts: https://charts.checkonchain.com/
0:00 - Intro
0:36 - SBR isn't Trump's top priority
7:05 - A hard market to predict
13:36 - Fold & Bitkey
15:31 - What’s next?
18:21 - Tariffs and revaluing gold
21:28 - Unchained
22:29 - Yield curve/rate cut discrepancy
28:57 - Bull and bear scenarios
35:47 - Long and short hodlers
39:47 - Bitcoin collateral and leverage risks
44:14 - Ethereum and the golden age of grift
57:31 - Crypto is barely a footnote to bitcoin’s scale
1:10:16 - Wrap up
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1:12:47
#575: The Big Print with Lawrence Lepard
Marty sits down with Larry Lepard to discuss his upcoming book.
Larry on Twitter: https://x.com/LawrenceLepard
Larry's website: https://ema2.com/
The Big Print: https://www.amazon.com/Big-Print-Happened-America-Sound-ebook/dp/B0DS9W8FFS
0:00 - Intro
0:36 - Trump coin and the new administation
8:48 - Fold & Bitky
10:43 - Larry's book
12:31 - We’re reaching the fourth turning
15:52 - Skeptics and crypto frauds
18:09 - Metcalfe’s gold rush
24:25 - Unchained
25:26 - A newcoiner is never late, nor is he early
30:05 - Scott Bessent and the monetary reset
33:22 - Manufacturing a soft landing
48:08 - Events escalating in magnitude and freqency
52:37 - Marty's price prediction for this cycle
55:55 - Cultural touchpoints for adoption
1:05:52 - Plugs
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1:08:50
Trump's Executive Orders, the DXY and Bitcoin Backed Lending - Bitcoin Alpha 006
0:00 - Disclaimer
0:24 - Larry Fink is bullish
8:28 - Ross free
16:54 - Energy policy
25:06 - Crypto policy
34:27 - Meme coins
50:19 - State SBR bills
58:05 - Dollar Index and Gromen analysis
1:15:04 - Coinbase lending
1:28:44 - NYDIG
1:32:38 - Corporate treasuries
1:43:51 - Repeal of SAB-121
1:46:02 - 2025 predictions
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1:50:06
#574: Strong Cultures and State-Proof Cities with Tuur Demeester
Marty sits down with Tuur Demeester to discuss his visit to the South African city of Orania.
Tuur on Twitter: https://x.com/TuurDemeester
0:36 - Why Tuur went to Orania
8:02 - State-proof cities dealing with crime
14:29 - Orania's origins
19:24 - Fold & Bitkey
21:19 - Population growth and businesses
26:21 - South Africa is devolving
29:54 - Unchained
30:54 - Sentiment toward Orania
32:15 - Scaling Orania’s model
34:49 - Diversity and conflict
43:50 - Bitcoin fixes this, not MAGA
50:44 - Narrowing focus to weather the storm
1:00:54 - Cultural conflict makes family pairings difficult
1:05:45 - Meme coins
1:12:06 - Ethereum delenda est
1:17:28 - Bitcoin market and Bessent
1:23:10 - Tariffs and eliminating IRS
1:28:07 - Glass half full
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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.