If we have another bout of high inflation as a result of the straightforward moves remaining closed for the rest of the year, you're going to see 10% inflation before the end of the year.
Bitcoin Bottom? Strategy Death Spiral? Fed Money Printer? | Joe Consorti
Is the Bitcoin bottom in—or could another major selloff be coming?
- Website: https://www.joeconsorti.com/
- YT: https://www.youtube.com/@JoeConsorti
- BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker
- If you enjoy THE Bitcoin Podcast you can help support the show by doing the following:
CONVERSATION MAP
Choose a timestamp to jump straight into the conversation.
LISTEN EVERYWHERE
Choose your player.
Exact matches use title, publication date, and duration.
FROM THE TRANSCRIPT
Conversation highlights
A quick read from the 15,599-word episode transcript.
1 If we have another bout of high inflation as a result of the straightforward moves remaining closed for the rest of the year, you're going to see 10% inflation before the end of the year.
5 So the two scenarios going forward for Bitcoin are, he said, we are entering into an era of systematically falling prices, which is something that Fed chair has never said as far as I can recall.
6 The strategy has proven they could sell a fat amount of Bitcoin, their biggest sale ever.
TRANSCRIPT EXPLORER
Read the conversation.
Search the 15,599-word source transcript, then jump straight to the moment.
And in that event, you see a huge recession.
In that event, you see everything sell off.
And then you see the Fed slam rates to zero.
So the two scenarios going forward for Bitcoin are, he said, we are entering into an era of systematically falling prices, which is something that Fed chair has never said as far as I can recall.
The strategy has proven they could sell a fat amount of Bitcoin, their biggest sale ever.
Bitcoin won't care.
is the bottom in. If the bottom's not in, when is said bottom coming, if ever?
Show notes & resources
Is the Bitcoin bottom in—or could another major selloff be coming?
Joe Consorti joins Walker to break down the macro forces driving Bitcoin, including the Iran conflict, the Strait of Hormuz, rising oil prices, inflation, Federal Reserve policy, and the prospect of an inflationary recession. Joe explains why an oil supply shock cannot be solved by higher interest rates, why the Fed may ultimately cut rather than hike, and how political pressure ahead of the midterms could shape markets.
They also examine Strategy’s controversial Bitcoin sales and dismantle claims that the company, MSTR, or its STRC preferred equity is caught in a “death spiral.” Joe explains Strategy’s debt structure, the risk of forced Bitcoin liquidation, its push for inclusion in the S&P 500, and how the company can sell BTC to fund dividends while remaining a net buyer over time.
Finally, Joe shares why monetary debasement sustains his long-term Bitcoin conviction—and how his Christian faith keeps him grounded amid political, economic, and geopolitical uncertainty.
X: https://x.com/JoeConsorti
Website: https://www.joeconsorti.com/
YT: https://www.youtube.com/@JoeConsorti
PARTNERS & DISCOUNTS: