# Ten31 Timestamp: The House Always Wins

Page: https://stenobird.com/podcast/tftc-a-bitcoin-podcast-226249/ten31-timestamp-the-house-always-wins
Text version: https://stenobird.com/podcast/tftc-a-bitcoin-podcast-226249/ten31-timestamp-the-house-always-wins.md
Podcast: [TFTC: A Bitcoin Podcast](https://stenobird.com/podcast/tftc-a-bitcoin-podcast-226249)
Published: 2026-05-04T17:00:28+00:00
Episode link: https://feeds.fountain.fm/ZwwaDULvAj0yZvJ5kdB9/items/bYI8CIJc8Db0GGJL3UKI/files/VIDEO---DEFAULT---c139ad6f-7c22-4a37-be53-58f8595565a2.mp4/ORIGINAL.mp3
Audio file: https://feeds.fountain.fm/ZwwaDULvAj0yZvJ5kdB9/items/bYI8CIJc8Db0GGJL3UKI/files/VIDEO---DEFAULT---c139ad6f-7c22-4a37-be53-58f8595565a2.mp4/ORIGINAL.mp3
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JSON: https://stenobird.com/v1/public/podcasts/tftc-a-bitcoin-podcast-226249/episodes/ten31-timestamp-the-house-always-wins
Duration seconds: 1824

## Resource

The Trump administration is invoking the Defense Production Act to fast-track energy and grid infrastructure, the UAE just left OPEC after six decades, and the Treasury is opening dollar swap lines to fund a massive industrial push. Meanwhile US farmers are getting squeezed by fertilizer shortages, and Bitcoin is looking harder and harder to bet against as the monetary base expands and Washington starts waking up to what it can do. 🔗 https://bitcoinproducts.com In this episode: Defense Production Act invoked for grid, LNG, and critical infrastructure Why the US trade rep says cost efficiency is dead and national security is in UAE leaves OPEC after six decades and what that means for global supply Dollar swap lines as the new playbook for funding US industrial policy Fertilizer and helium shortages threatening American farmland Bitcoin's case amid a structurally expanding monetary base Energy and compute convergence playing out in the portfolio TIMESTAMPS: 00:00:00 - Back from Bitcoin 2026 and the Vegas recovery 00:01:38 - Defense Production Act enacted for energy and grid infrastructure 00:03:30 - Jamison Greer on paying the national security premium 00:05:30 - EU strategic partnership and border-adjusted price floors 00:06:12 - US grid decay and China's power generation boom 00:08:26 - How to pay for it all as debt to GDP crosses 100% 00:12:26 - UAE and dollar swap lines for funding industrial policy 00:15:16 - UAE leaves OPEC after six decades 00:20:30 - US energy export dominance and drill baby drill 00:21:28 - Fertilizer and helium shortages hitting American farmers 00:24:20 - Backwardation says oil disruption may be temporary 00:25:00 - Bitcoin's setup against a growing monetary base 00:26:17 - Portfolio update: energy meets compute 00:29:05 - Bitcoin as collater…

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## Transcript

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