# Ten31 Timestamp: When Donald Met Kimi

Page: https://stenobird.com/podcast/tftc-a-bitcoin-podcast-226249/ten31-timestamp-when-donald-met-kimi
Text version: https://stenobird.com/podcast/tftc-a-bitcoin-podcast-226249/ten31-timestamp-when-donald-met-kimi.md
Podcast: [TFTC: A Bitcoin Podcast](https://stenobird.com/podcast/tftc-a-bitcoin-podcast-226249)
Published: 2026-07-20T18:00:28+00:00
Episode link: https://fountain.fm/episode/bvRKgQYYvbaB19a55j2G
Audio file: https://feeds.fountain.fm/ZwwaDULvAj0yZvJ5kdB9/items/RHdEaFkeMDU9hLGEfmlJ/files/VIDEO---DEFAULT---37b516f7-2825-4c0c-ac8e-3ec8c5fead78.mp4/ORIGINAL.mp3
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JSON: https://stenobird.com/v1/public/podcasts/tftc-a-bitcoin-podcast-226249/episodes/ten31-timestamp-when-donald-met-kimi
Duration seconds: 1870

## Resource

Marty's back on the shore house porch just as the Middle East flares up again. Marty and John dig into WTI and Brent back in the 80s, the SPR hitting 43 days, and why GCC countries are racing to bypass the Strait of Hormuz. They also get into the US as a helium winner, the Fed trying to have it both ways on forward guidance and inflation, and why Kimi K3 is exposing the strategic risk of nerfed frontier models. They also touch on Jevons Paradox in AI inference, whether sovereigns will end up backstopping training spend, and Bitcoin hovering around 64k with the strategic reserve bill finally hitting committee. 🔗 https://bitcoinproducts.com In this episode: Shore house banter and Canadian wildfire smoke Iran escalation and oil back in the 80s SPR at 43 days lowest since 1983 GCC pipeline rush to bypass the Strait of Hormuz Houthi blockade threats and Iraq oil deals US helium exports surging to Asia Fed governors declaring inflation peaked The forward guidance contradiction Kimi K3 surpassing US frontier models Hugging Face and the nerfed frontier model problem Jevons Paradox and AI inference demand Sovereign backstops for training spend Bitcoin around 64k and Galaxy bottom indicators Strategic Bitcoin Reserve bill hits committee TIMESTAMPS: 00:00:00 - Shore house banter and smoke 00:01:27 - Iran back on the table 00:02:57 - SPR at 43 days 00:03:27 - GCC pipeline rush 00:05:02 - Yemen blockade threats 00:05:35 - Iraq PM visits Washington 00:07:35 - US helium winner 00:10:25 - Fed declares inflation peaked 00:14:27 - Kimi K3 and open weight models 00:19:07 - Hugging Face autonomous AI attack 00:22:53 - Jevons Paradox and inference 00:25:55 - Sovereign backstops for training 00:29:02 - Bitcoin around 64k 00:30:36 - Strategic Bitcoin Reserve bill SUBSCRIBE › Newsletter (free…

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## Transcript

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