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Podcasts/Less Noise, More Signal/Bitcoin May Be the Only Asset Pricing the Risk
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Less Noise, More Signal

Bitcoin May Be the Only Asset Pricing the Risk

June 13, 2026·10m
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Show Notes

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬

https://youtu.be/ipZzmV9Dchk

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬

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▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬

Joe Consorti explains why Bitcoin is underperforming while equities and AI names keep ripping higher. He argues capital may be crowding into the AI trade, while Bitcoin may be pricing geopolitical and inflation risk more honestly than other assets. The bigger question: is Bitcoin weak, or is it early?

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