Show Notes
In this episode, I sit down with Joe Consorti to answer the question everyone keeps asking: is the Bitcoin bottom in, or is there one more leg down before the real move begins? We get into why Strategy selling Bitcoin is nothing like the death spiral the doomers promised, how the Strait of Hormuz oil shock and a quietly-forming Fed-Treasury accord are steering the next cycle, and why Michael Saylor changing his message doesn't mean he's changed his conviction. PARTNERS & DISCOUNTS: - LEDN: Bitcoin-backed lending. Go to https://ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. - BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! - BDIC is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker - Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker - Buy Bitcoin with River: http://partner.river.com/walker - GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER FOLLOW JOE: X: https://x.com/JoeConsorti Website: https://www.joeconsorti.com/ CHAPTERS: 00:00 - Cold Open: Inflation And Recession Risk 02:54 - Are We Near The Bitcoin Bottom? 06:53 - How Oil Feeds The Inflation Print 08:02 - Why He's Betting On Rate Cuts 13:13 - Two Bitcoin Scenarios Into Midterms 16:11 - Ad-break: Ledn, BDIC & Blockstream Jade 21:34 - Why The Fed Can't Hike Rates 23:44 - The New Fed-Treasury Accord 25:01 - Trimmed Mean PCE Explained 26:35 - AI And Systematically Falling Prices 32:12 - Strategy Sells Bitcoin: The Backlash 34:36 - Is Strategy In A Death Spiral? 39:33 - The Forced Seller Myth 43:24 - Their Biggest Bitcoin Sale Ever 45:07 - Inoculating The Market For S&P 500 50:20 - Why S&P Inclusion Unlocks Trillions 52:43 - MSTR Is Not A Bitcoin Alternative 55:55 - Saylor Casts A Wider Net 1:00:48 - Staying A Net Buyer Forever 1:03:54 - The Ponzi Argument Is Dead 1:07:01 - What Keeps Him Grounded 1:10:27 - Outro And Where To Follow 🎧 Subscribe to @WalkerAmerica (THE Bitcoin Podcast) for more Bitcoin content! 📡 THE BITCOIN PODCAST is available on all major platforms: https://bitcoinpodcast.net/podcast • 🟡 Fountain: https://www.fountain.fm/show/68gcLZFDRxOzgGeZmXq6 • 🟢 Spotify: https://open.spotify.com/show/0f4Ke6gRTiLij0455nQjPH • 🍎 Apple: https://podcasts.apple.com/us/podcast/the-bitcoin-podcast/id1694392423 ⸻ WALKER’S LINKS • 🔗 Nostr (Walker): https://primal.net/walker • 🎙️ Nostr Podcast: https://primal.net/titcoin • 🐦 X: https://x.com/walkeramerica | https://x.com/titcoinpodcast • Instagram: https://www.instagram.com/titcoinpodcast/ • 🌐 Website: https://bitcoinpodcast.net/ #bitcoin #bitcoinbottom #strategy #microstrategy #mstr #strc #bitcoincycle #joeconsorti #thebitcoinpodcast
