TFTC: A Bitcoin Podcast

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

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

https://unchained.com/tftc/

SLNT

https://slnt.com/tftc

Lygos:

https://bit.ly/4koiJmB

Salt of the Earth:

https://drinksote.com/tftc

Join the TFTC Movement:

Main YT Channel

https://www.youtube.com/c/TFTC21/videos

Clips YT Channel

https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

Website

https://tftc.io/

Newsletter

tftc.io/bitcoin-brief/

Twitter

https://twitter.com/tftc21

Instagram

https://www.instagram.com/tftc.io/

Nostr

https://primal.net/tftc

Follow Marty Bent:

Twitter

https://twitter.com/martybent

Nostr

https://primal.net/martybent

Newsletter

https://tftc.io/martys-bent/

Podcast

https://www.tftc.io/tag/podcasts/

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

https://unchained.com/tftc/

SLNT

https://slnt.com/tftc

Lygos:

https://bit.ly/4koiJmB

Salt of the Earth:

https://drinksote.com/tftc

Join the TFTC Movement:

Main YT Channel

https://www.youtube.com/c/TFTC21/videos

Clips YT Channel

https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

Website

https://tftc.io/

Newsletter

tftc.io/bitcoin-brief/

Twitter

https://twitter.com/tftc21

Instagram

https://www.instagram.com/tftc.io/

Nostr

https://primal.net/tftc

Follow Marty Bent:

Twitter

https://twitter.com/martybent

Nostr

https://primal.net/martybent

Newsletter

https://tftc.io/martys-bent/

Podcast

https://www.tftc.io/tag/podcasts/

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

https://unchained.com/tftc/

SLNT

https://slnt.com/tftc

Lygos:

https://bit.ly/4koiJmB

Salt of the Earth:

https://drinksote.com/tftc

Join the TFTC Movement:

Main YT Channel

https://www.youtube.com/c/TFTC21/videos

Clips YT Channel

https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ

Website

https://tftc.io/

Newsletter

tftc.io/bitcoin-brief/

Twitter

https://twitter.com/tftc21

Instagram

https://www.instagram.com/tftc.io/

Nostr

https://primal.net/tftc

Follow Marty Bent:

Twitter

https://twitter.com/martybent

Nostr

https://primal.net/martybent

Newsletter

https://tftc.io/martys-bent/

Podcast

https://www.tftc.io/tag/podcasts/

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