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Anger Is the Buy Signal: Bitcoin Sentiment 2026
Podcasts

Anger Is the Buy Signal: Bitcoin Sentiment 2026

Michael Sullivan built cohort-level sentiment analysis of Bitcoin Twitter and the data is unambiguous: pleb anger is at its longest persistent streak in years, OG conviction is diverging sharply upward, and the narratives that matter most are being completely ignored.

by Marty Bent
Chris Martenson: 15% Inflation Is Coming Back
Podcasts

Chris Martenson: 15% Inflation Is Coming Back

Chris Martenson walks through oil tank bottoms, the 1974 State Department cable that proves gold futures were designed to kill physical demand, and why the 1970s double-hump inflation chart is tracking almost perfectly toward 15–20% in the next 18–24 months.

by Marty Bent
Bitcoin Treasury for Business: A Private Owner's Guide
Podcasts

Bitcoin Treasury for Business: A Private Owner's Guide

Strategy turned the corporate Bitcoin treasury into a public-market spectacle, but the move is arguably better suited to private businesses. Scott Marmoll of Capital B Advisory walks through how a private owner actually does it: custody, board buy-in, fair-value accounting, and the exit.

by Marty Bent
Bitcoin's Post-Quantum Migration, From a Pubkey Barstool
Podcasts

Bitcoin's Post-Quantum Migration, From a Pubkey Barstool

Institutions want a post-quantum roadmap for Bitcoin by 2029. Sitting around a table at Pubkey, Ryan Gentry, Thomas Pacchia, and Christian Langalis sort the real engineering, BIP-360 and the BIP-361 freeze debate, from the FUD, and land on a familiar answer: the cryptographers will figure it out.

by Marty Bent
Wrench Attack: How to Protect Your Bitcoin, with Max Guise
Podcasts

Wrench Attack: How to Protect Your Bitcoin, with Max Guise

The $5 wrench attack is the one threat a hardware wallet alone can't solve. Bitkey's Max Guise on what actually protects your bitcoin when someone shows up at your door: privacy, distributed keys, and a time-lock vault that makes your coins un-moveable long enough that hostage-taking stops paying.

by Marty Bent
The Peer Review Cartel Is Burying the Vaccine Data
Podcasts

The Peer Review Cartel Is Burying the Vaccine Data

Nicolas Hulscher walks through the vaccine-injury research his foundation keeps producing, persistence years out, a cancer signal in the CDC's own data, and the childhood schedule, plus the peer review cartel that keeps it all out of the journals that count.

by Marty Bent
Luke Gromen: The Bond Market Says Tick-Tock
Podcasts

Luke Gromen: The Bond Market Says Tick-Tock

Luke Gromen returns to lay out the trap: the deficit can't be cut without triggering a depression, so the Fed will end up capping bond yields by printing into an inflation spike. Plus the Hormuz supply shock, AI eroding the tax base, and why gold is leading the exit with Bitcoin behind it.

by Marty Bent
Joe Consorti: Why the US Will Print Money to Buy Bitcoin
Podcasts

Joe Consorti: Why the US Will Print Money to Buy Bitcoin

Joe Consorti walks through the K-shaped economy the money printer built: stocks at record highs while sentiment hits a record low, a Fed boxed in by a trillion-dollar interest bill, stimulus checks he expects back, and the game theory that ends with the US printing money to buy Bitcoin.

by Marty Bent

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John Tinsman: AI Stocks Are a Generational Trade
Podcasts

John Tinsman: AI Stocks Are a Generational Trade

Fund manager John Tinsman screens for the highest-growth, lowest-marginal-cost companies on the market, and his read on AI is blunt: the data-center economics are some of the best he has seen, the token shortage is the real story, and the build-out is barely a year into a decade-long cycle.

Jun 3, 2026
by Marty Bent
How NGOs Keep San Francisco Addicts Trapped
Podcasts

How NGOs Keep San Francisco Addicts Trapped

Pablo Antonio and DC Posch spent months at San Francisco farmers' markets documenting how food-stamp fraud quietly funds the fentanyl trade. Their conclusion is uncomfortable: the NGO complex built to help addicts has an incentive to keep them addicted. Plus the case for rebuilding a beautiful city.

Jun 3, 2026
by Marty Bent
Jordi Visser: The Entire Economy Is an AI Trade Now
Podcasts

Jordi Visser: The Entire Economy Is an AI Trade Now

Investor Jordi Visser returns to argue the entire US economy is now an AI trade: stocks are carrying consumption, the agentic era turned tokens into a chips-and-energy commodity, and the real risk is bottlenecks, not a credit freeze. Plus why crypto becomes the settlement layer for all of it.

Jun 3, 2026
by Marty Bent
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