SOFR Spikes, Fed Messaging, and Liquidity Risks

Joe, Jeff, HODL, and Preston break down Q3 2025’s economic trends, market cycles, and BTC's performance. They dive into gold’s rise, AI's impact on capitalism, and the U.S.’s shifting global strategy, with bold Bitcoin price forecasts for 2026.

IN THIS EPISODE YOU’LL LEARN:

00:01:13 Why market sentiment feels bearish despite a 67% BTC gain

00:07:58 How the S&P 500 vs. gold ratio signals a macroeconomic inflection point

00:10:39 Why Jeff Ross sees gold outperforming stocks into the 2030s

00:28:12 The stalled progress of the Strategic Bitcoin Reserve legislation

00:35:07 Central banks’ gold stockpiling and its effect on markets

00:37:09 How upcoming Fed policy could shape future rate cuts

00:46:58 The complex future of capitalism in an AI-driven economy

00:50:45 Insights into America’s $6-7 trillion infrastructure buildout

00:59:40 Why BTC treasury firms are underperforming while miners surge

01:05:35 2026 BTC price predictions and a playful nod to Peter Schiff

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Related Episode: ⁠⁠Bitcoin Mastermind Q1 2025⁠⁠.
• Related Episode: ⁠⁠⁠Bitcoin Mastermind Q2 2025.
• American HODL on ⁠⁠Nostr⁠⁠.
• Jeff Ross on ⁠⁠Nostr⁠⁠.
• Joe Carlasare on  ⁠⁠X (Twitter)⁠⁠, ⁠⁠Nostr⁠⁠.
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