Show Notes
Jeremiah from Capital Flows joins to explain why every asset prices off duration and credit risk rather than simple monetary aggregates. We cover the dollar's reserve currency trade-offs, the ongoing liquidity melt-up in equities, and structural impairment in commercial real estate. Discussion includes Hyperliquid's perpetuals exchange, Bitcoin positioning, tokenization, and the shift toward space industrialization. Essential macro frameworks for navigating today's volatile cross-border capital flows. 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/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Capital Flows: https://www.capitalflowsresearch.com/ Bitkey https://bitkey.world/ Bitcoin 2026 - Las Vegas http://bit.ly/3NA9xQh CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc 0:00 - Intro 0:37 - Duration and Credit Risk 8:32 - Real Estate Reckoning 14:39 - Dollar Empire Strategy 25:55 - Liquidity Melt-Up 38:02 - Hyperliquid and Perpetuals 52:21 - Melt-Up Killers 1:01:59 - Midterm Calculus 1:10:41 - Space Industrialization 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/ 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/ 23#44 - VEGAS26 & Bitkey 35#45 - Unchained & SOTE
