Latest / TFTC: A Bitcoin Podcast
Ten31 Timestamp: Spirit of '63
Marty and John Arnold dig into Anthropic's S-1 numbers, Meta's first negative free cash flow quarter in over a decade, and why Treasury Secretary Bessent is invoking Lincoln's National Currency Act of 1863 to sell stablecoins.
🔗 https://bitcoinproducts.com
In this episode:
Anthropic's S-1, revenue per dollar of compute, and Fortune 500 penetration
Meta's CapEx surge, negative free cash flow, and $95B equity raise plan
Why GPU rental prices keep rising while bears call the bubble
Gulf oil and LNG flows back above pre-war levels
The Qatar LNG deal, Henry Hub, and a possible Russia Ukraine peace…
The skinny
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