#763: The Everything Bubble Is Ending with Nick Nemeth

TFTC: A Bitcoin Podcast · Jun 27, 2026 · 1h 50m

Marty sits down with Nick Nemeth to discuss the rot at the core of private credit and insurance, why layered leverage from sovereign wealth funds to BDCs is pushing the everything bubble toward a systemic unwind, and how Bitcoin’s future depends on rejecting Saylor-style financial engineering in favor of peer-to-peer digital cash.

Nick on X: https://x.com/NickNemo17

Mispriced Assets: https://mispricedassets.substack.com/

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…