Ten31 Timestamp: Cui Bono?

TFTC: A Bitcoin Podcast · Mar 23, 2026 · 28m · transcript

Marty breaks down the real winners and losers as Middle East tensions create massive market volatility and reshape global energy flows.

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In this episode:

Oil market spreads reveal who's really benefiting from Gulf disruptions

Why Qatar's 5-year LNG shutdown changes everything

China's insurance advantage in the Strait of Hormuz

Treasury yield spike forcing Trump's hand on Iran talks

Gold selloff exposes the reserve asset rotation happening behind the scenes

TIMESTAMPS:

00:00:00 - Market chaos and Iran negotiations

00:06:04 - Oil spread signals reveal US energy…