BTC252: Bitcoin Mastermind 3Q 2025 w/ Joe Carlasare, Jeff Ross, and American HODL (Bitcoin Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
In this quarterly mastermind discussion, Preston Pysh, Jeff Ross, American HODL, and Joe Carlasare delve into the current sentiment surrounding Bitcoin, macro trends, market structure, and policy moves. The panel expresses frustration with Bitcoin's sideways movement and shattered expectations, while also exploring the potential death of the four-year cycle theory. They analyze a chart comparing the S&P 500 to gold, suggesting a possible shift towards hard assets and away from US equities. The conversation touches on the strategic Bitcoin reserve, the SOFR rate, the effective federal funds rate, and the potential impact of AI on the job market and economy. The panel also shares their price predictions for Bitcoin in the coming months, with a consensus that the market is currently undervalued and poised for future growth.
Part 1: Introduction and Market Sentiment
Part 2: Economic Analysis and Asset Performance
Part 3: Bitcoin Policy and Scams
Part 4: Macroeconomic Factors and AI
Part 5: Bitcoin Investments and Predictions
Part 6: Geopolitics and Closing
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