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Private Credit's Exit Door Is Jammed
Jul 17, 2026inBitcoin Brief

Private Credit's Exit Door Is Jammed

Investors asked private-credit funds for far more liquidity than the wrappers were built to provide. The structures are functioning as written, and the terms reveal how narrow the exit really is.

Marty BentMarty Bent
@TFTC21@TFTC21

"Every single time our attorneys told us 'just don't mention crypto,' you'll be persona non grata. There was no law prohibiting it. It was just a stance because regulators were in the back pockets of the big banks." @MelMattison1 on how rigged the game was.

@TFTC21@TFTC21

"If AI actually has a use case, even if it is open-source models, it still requires compute. It still requires the hardware. It still requires memory." @MelMattison1 on why the AI bears are dead wrong about demand.

@TFTC21@TFTC21

Flock cameras aren't just reading plates, video shows one actively scanning nearby phones via Bluetooth. Towns in CT are ripping them out over privacy fears after massive third-party data access.

@TFTC21@TFTC21

TFTC 771 w/ @MelMattison1: "We'll hit forty trillion in debt within months. How can you look at the dollar and not want to own gold, Bitcoin, and silver?" We discuss: ⚡ The real money printer isn't the Fed ⚡ Why Warsh can't stop it ⚡ The four-year cycle bottoms in October

@TFTC21@TFTC21

The number of homebuyers in the US just hit an all-time low while sellers surge to nearly 2 million. The gap between sellers and buyers, 630,000, is the largest ever recorded.

@TFTC21@TFTC21

Container shipping rates are spiking again. The spot rate for a 40-foot container from Shanghai to LA hit $6,482 last week, the highest since 2024 and nearly 3x since the Iran War began in February. 10 consecutive weekly increases. The Port of LA still processed 530K+ loaded inbound containers in June (+13% YoY, a record for June) as importers rush goods in ahead of tariff expiration on July 24th. War disruptions + tariff front-running = supply chain stress building fast.

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