Ten31 Timestamp: Gilt Trip

TFTC: A Bitcoin Podcast · Oct 5, 2026 · 34m · transcript

Oil flows through the Middle East are back near pre-war levels, but 10 year yields and the MOVE index are telling a different story.

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In this episode:

Why Middle East crude flows are back to pre-war levels while diesel and refined products still lag

What the US and China statement on Iran and Hormuz tolls signals

How the push for a China-free rare earth supply chain is going

Why the MOVE index and French bond spreads are blowing out

How stablecoins and Treasury bills could change what a dollar is

Why Trump's comments on inflation and the debt point toward Bitcoin…