What Bitcoin Did The Everything Rally Is About to Begin | Joe Carlasare
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Sep 1, 2026 
Joe Carlasare, a commercial litigator, Bitcoin advocate, and author of Unconfiscatable, makes the case that Bitcoin’s bottom is in. They explore institutional adoption, the possible end of the four-year cycle, Bitcoin-backed banking, Treasury buybacks, fiscal dominance, structural inflation, AI investment, and why he sees a powerful rally ahead for Bitcoin, markets, and the broader economy.
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Bitcoin’s Muted Drawdown Signals A Possible Bottom
- Joe Carlasare believes Bitcoin’s bottom arrived near $58,000, with a monthly close above the 10-month moving average reinforcing the case.
- The roughly 50% peak-to-trough decline was far milder than prior 70–80% bear markets, suggesting a changing market structure.
Why Joe Carlasare Says Holding Beats Trading
- Avoid trading Bitcoin unless you can correctly time both the top and bottom while accounting for taxes and rapid price movements.
- Joe Carlasare recommends choosing a risk-appropriate allocation and holding it rather than gambling on pullbacks.
Bitcoin’s IPO Moment Diffused Concentrated Supply
- Bitcoin’s “IPO moment” cleared out holders waiting to sell around $100,000 and transferred coins into stronger, longer-term hands.
- That supply diffusion could make Bitcoin’s risk profile increasingly attractive to institutional portfolio managers.
