About this episode
Bitcoin is entering a new phase as the Fed quietly shifts back toward balance sheet expansion and the market begins to reveal which assets can survive a decade of structural monetary distortion. In this episode Joe Consorti breaks down why liquidity is returning, why the four year cycle may be fading, and why bitcoin remains the strongest asset in a world where Main Street weakens and Wall Street inflates. We walk through the signals that matter most for 2026 and why disciplined, long horizon investors should stay focused on bitcoin's role as the apex monetary asset.Timestamps:00:00 – Joe Consorti returns and reflects on past bitcoin calls01:02 – Why the Fed’s new policy feels like 2019 QE-lite03:29 – Market reaction: stocks rip, bitcoin lags05:17 – Trump’s likely new Fed chair and what it means for bitcoin07:35 – Why the Fed’s “brakes” no longer work09:37 – Fiscal dominance: Treasury and Fed become one12:33 – The K-shaped economy explained15:53 – Why the Fed always sacrifices Main Street for Wall Street17:22 – Bitcoin as the escape from financial repression21:04 – Digital credit and how bitcoin flips bond markets25:39 – Bitcoin’s sensitivity to financial conditions28:53 – Why liquidity expansion historically ignites bitcoin31:39 – Credit spreads: the number one risk signal for bitcoin33:11 – Bitcoin outlook for early 202639:11 – Is the four-year cycle dead or alive?44:24 – ETFs and new buyers reshape bitcoin market structure49:38 – Why bitcoin corrections should be shallower this cycle52:23 – Final thoughts and what to expect in Q1
