Derivatives, Collateral Stress, and Bitcoin Flows
The October 13, 2025 episode of TFTC features Vince Lanci outlining how derivatives-driven price discovery and collateral stress shape flows across gold and Bitcoin.
TFTC Podcast
Bitcoin-Backed Credit, M&A, and Index-Flow Dynamics
The September 24, 2025 episode of TFTC features Jeff Walton explaining how Bitcoin-treasury companies use over-collateralized perpetual preferreds and converts to target fixed-income capital.
Oilfield Gas-to-Bitcoin: Financing, Contracts, and Regulatory Drivers
The September 23, 2025 episode of TFTC features Sean Milmoe explaining how using otherwise wasted oilfield gas to power Bitcoin mining can create more value than selling it into pipelines at standard market prices.
Mining Pool Centralization and Bitcoin Governance Risk
The September 16, 2025 episode of TFTC features Jimmy Song explaining how a few mining pools construct most Bitcoin blocks, shifting power away from hashers. He explains how non-consensus changes can reshape incentives under concentration.
Bitcoin Mining as a Strategic Solution for Stranded Natural Gas
The August 12, 2025 episode of the TFTC podcast features Chris Alfano explaining how 360 Energy deploys Bitcoin mining to monetize stranded and undervalued natural gas.
Global Liquidity Vulnerabilities: Collateral Crisis & Bitcoin Hedge
The April 14, 2025 episode of TFTC featuring Michael Howell explores systemic risks arising from a global reliance on collateral-based lending and repo market disruptions, evaluating Bitcoin and gold as viable hedges.
Institutional Bitcoin Integration & Financial Innovation
The March 26, 2025 episode of TFTC with guest Pierre Rochard examines how companies can integrate Bitcoin into their balance sheets and deploy innovative instruments like BitBonds for debt refinancing.