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TFTC: A Bitcoin Podcast

Ten31 Timestamp: Going Vertical

By Marty Bent

Aired May 11, 2026 · 30m · Last boosted May 11, 2026

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Show Notes

China's teapot refiners are bleeding, Intel is going vertical on reshoring headlines, and AI benchmark scores are leaving the charts as Trump meets with Xi this week. Three vertical charts tell the story of US leverage across energy, chips, and capital markets, why the AGI buildout is driving industrial policy, and what it means for a labor market already showing cracks. No matter which scenario plays out, the path keeps leading back to the asset with no supply response. 🔗 https://bitcoinproducts.com In this episode: Why Chinese teapot refiners are getting squeezed by Hor...

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