Podcasts/TFTC: A Bitcoin Podcast/Wall Street Money Is Flooding Into Bitcoin & They Have No Idea What They're Buying
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TFTC: A Bitcoin Podcast

Wall Street Money Is Flooding Into Bitcoin & They Have No Idea What They're Buying

December 10, 2025

Show Notes

Ryan Gentry returns to the show after five years to announce his new Bitcoin Infrastructure Acquisition Corp, a $220 million SPAC focused on taking Bitcoin operating companies public. The conversation covers how the Lightning Network has grown from single-digit millions to potentially $10 billion in annual payment volume, Block's move to bring Lightning to US merchants, and why public markets are hungry for Bitcoin company exposure. Ryan and Marty also reflect on Bitcoin's journey from $15K to nearly $90K and the maturing ecosystem of Bitcoin businesses ready for the next level. 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/ Ryan on Twitter: https://x.com/RyanTheGentry Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura VPN https://obscura.net/ SLNT https://slnt.com/tftc CrowdHealth https://www.joincrowdhealth.com/tftc 0:00 - Intro 0:43 - New SPAC launch 6:14 - Retrospective on 5 years 18:16 - Bitkey & SLNT 20:04 - Bitcoin fin service firms 28:29 - Bitcoin co-option 31:07 - Token SPAC noise 36:47 - Obscura & Unchained 38:33 - Market timing 43:35 - 17 years in 48:49 - Ryan’s unique pitch 58:19 - LN infrastructure 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/