MSTR Performance and Saylor's Sale

Mentor Sessions Ep. 080: Fed Removes Forward Guidance, Bitcoin Cycles Break & AI’s Real Impact | Joe Carlasare, American HODL & Dr. Jeff Ross

Bitcoin may be bottoming right now — and Dr. Jeff Ross, American HODL, and Joe Carlasare just laid out exactly why. The Fed dropped forward guidance, MSTR has underperformed Bitcoin by 60%, and leverage is destroying portfolios. Here's the macro update you need to hear.

In this episode you'll get Jeff Ross's case for why we're bumbling along a bear market bottom, Joe Carlasare's breakdown of the most impactful FOMC since the Bernanke era, and American HODL's blunt take on why leverage is not a time machine to being a Bitcoin OG. You'll also learn why Saylor's 32-BTC sale was a deliberate narrative violation, how three global currency blocs are forming around the dollar, gold-backed China, and Bitcoin, and what the rotation into hard assets means for the second half of 2026.

⏱️ Timestamps:

0:00 - Intro

1:32 - Joe on Fed Paradigm Shift and Dropping Guidance

3:49 - Jeff Ross Don't Fight Fiscal Stimulus

5:27 - Dollar Strength Risk-Off Impact on Bitcoin

8:01 - American HODL on Fed Shocking Markets Upside

14:39 - Greenspan-Style Fed Under Kevin Warsh for Bitcoin

16:17 - Iran Geopolitics and Three-Bloc Currency World

23:26 - US Economy Check Manufacturing Real Estate GDP

29:37 - AI Jobs and Low Actual Usage Rates

44:07 - Bitcoin Cycles Debate Case For and Against

47:15 - 2026 Resembles 2022 Treasury Firms vs Exchanges

55:30 - Michael Saylor MSTR Underperformance Narrative Shift

1:00:22 - 32 BTC Sale as Test Transaction Explained

1:05:16 - Leverage Not Shortcut to Bitcoin OG Status

1:10:04 - Q4 2026 Hard Assets Rotation Bitcoin Outlook

🔗 Links & Resources:

• Joe Carlasare on X: @JoeCarlasare

• American HODL on X: @americanhodl8

• Dr. Jeff Ross

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📌 Previous Episodes:

Doomberg & James Lavish → https://youtu.be/uCQStzvsnEU

Simon Dixon → https://youtu.be/Aza4GAjQffw

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