Latest / TFTC: A Bitcoin Podcast
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Black Monday never showed up. Marty and John Arnold break down why markets shrugged off the weekend scare, and what the data under the surface is saying about AI spending, interest rates, and energy.
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In this episode:
Why Black Monday didn't happen and what markets did instead
Anthropic's slowing revenue growth and the distillation fight
Neo clouds, credit stress, and the cost of capital for the AI build out
Hot inflation prints, the Fed, and bond market volatility
Whether Treasury cuts 20 year issuance to deal with higher yields
Diesel shortages, Gulf attacks…
The skinny
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