#659: Why America Gets China Wrong with Peter Alexander

Marty sits down with Will to discuss the recent assassination of Charlie Kirk and its potential political ramifications, Bitcoin's evolving mainstream acceptance, Zaprite's new ticketing platform, and the integration of AI tools in software development. Will on Twitter: https://x.com/willcole Zaprite: https://zaprite.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: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura https://obscura.net/ SLNT https://slnt.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

Marty sits down with Peter Alexander, an American consultant who has lived in China for 30 years, to discuss why the US fundamentally misunderstands Chinese culture and strategy, how America's supply chain dependency has eliminated its negotiating leverage, and what both countries need to do to avoid a destructive economic confrontation. Peter on LinkedIn: https://www.linkedin.com/in/peter-alexander-97630910 Peter on Nostr: https://primal.net/p/nprofile1qqszzg7v0zr6y7nz2v8qr5602jx7cez660qlpjm4zdlm80nd0sn56kggyqpte 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: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura https://obscura.net/ SLNT https://slnt.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

Brad Cuddy, Director–Energy Operations at Cholla, Inc., discusses the benefits that bitcoin mining is actively providing to the ERCOT grid, why deregulation and real-time pricing in ERCOT is creating a unique opportunity for bitcoin mining to innovate in Texas, how bitcoin miners compare to AI datacenters from a load perspective, and why bitcoin load and batteries are complementary tools to help balance the grid. https://x.com/_bradcuddy_ https://chollainc.com/ https://www.linkedin.com/in/bradleycuddy/

Marty sits down with Jessica Rose, an immunologist and data analyst, to discuss her five years of research into VAERS data showing alarming safety signals from COVID vaccines, including DNA contamination, systemic adverse events, and the institutional suppression of critical vaccine safety information. Read the paper: https://www.tandfonline.com/doi/full/10.1080/08916934.2025.2551517 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: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura https://obscura.net/ SLNT https://slnt.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

Marty sits down with Mel Mattison to discuss his bullish predictions for 2025, the merging of Treasury and Fed policy, China's gold accumulation strategy, and why he believes we're heading toward lower interest rates, higher asset prices, and a potential economic boom despite various geopolitical tensions. Mel on Twitter: https://x.com/MelMattison1 Mel’s website: https://www.melmattison.com/ 0:00 - Intro 0:48 - Summer’s over 4:11 - Fed independence myth 9:58 - December bond futures 15:53 - Rate cuts and job market weakness 22:44 - Bitkey & Unchained 24:04 - Market gains but people suffering 29:52 - China's gold accumulation strategy 36:40 - Obscura & SLNT 38:32 - The west doesn’t understand China 45:35 - Opportunituy Cost 46:20 - China's long term perspective 51:07 - Make the west great again 55:52 - Trump/Fed conflict 1:00:20 - Bessent’s national security role 1:16:11 - Housing emergency and MAGA intervention 1:26:20 - Electricity prices 1:32:22 - Bitcoin volatility suppression 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: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura https://obscura.net/ SLNT https://slnt.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

Marty sits down with Matthew Mežinskis to discuss Bitcoin's power law growth model, why current price action remains on trend despite community concerns, and the long-term implications of network adoption versus traditional financial system dynamics. Matthew on Twitter: https://x.com/1basemoney Porkopolis: https://www.porkopolis.io/ 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: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura https://obscura.net/ Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

Pierre Rochard, CEO of the Bitcoin Bond Company, discusses the functional importance of bitcoin’s difficulty target and adjustment, how it works at a technical and practical level, and why it is relevant collectively to the energy consumed by the bitcoin network, transaction finality and the issuance schedule of bitcoin’s fixed supply. https://www.nasdaq.com/articles/bitcoin-magazine-launches-bitcoin-corporations-show-hosted-pierre-rochard-ceo-bitcoin-bond https://www.linkedin.com/company/the-bitcoin-bond-company/

Marty sits down with Tyler Stevens, CEO of Exergy, to discuss how Bitcoin mining heat can revolutionize residential heating systems by replacing expensive propane and heating oil while generating cryptocurrency rebates and massively distributing hashrate. Tyler on Twitter: https://x.com/tylerkstevens Exergy: https://exergyheat.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: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura https://obscura.net/ Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

Mark Artymko, President and Co-Founder of Ocean, discusses his nearly two decade career in the power industry as an electrical engineer, how Ocean is helping to reverse the trend of bitcoin mining pool centralization, what the key differences are between Ocean and more traditional mining pools and why bitcoin miners more directly controlling their own hash rate is important to bitcoin decentralization and aligning incentives between pools and miners.

Marty sits down with Michael Howell to discuss the Fed's predicament at Jackson Hole, global liquidity cycles, the structural shift toward collateral-dependent lending, and how mounting debt refinancing pressures alongside AI capital expenditures are creating conditions that favor monetary inflation hedges like Bitcoin and gold. CrossBorder Capital on Twitter: https://x.com/crossbordercap 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: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura https://obscura.net/ Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/