We Study Billionaires - The Investor’s Podcast Network BTC257: Bitcoin Mastermind Q1 2026 w/ Jeff Ross, Joe Carlasare, and American HODL (Bitcoin Podcast)
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Jan 14, 2026 
In this discussion, Jeff Ross, a Bitcoin investor known for his macro analyses, Joe Carlasare, a legal expert on crypto regulations, and American HODL, a Bitcoin commentator, delve into the geopolitical ramifications of events like the Venezuela raid and U.S. defense strategies regarding Taiwan. They explore AI's transformative effects on economies and job structures, debate the Clarity Act's role in regulating stablecoins, and share insights on Bitcoin's future price movements, all while adding a unique twist with AI-generated music.
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Venezuela Raid Reordered Global Power
- The Venezuela raid signaled a rapid reordering of global power and exposed American military superiority.
- American HODL and Dr. Jeff Ross argue it challenges perceptions of Russia and China as strategic counters.
Chips Are The New Strategic Oil
- Taiwan's semiconductor fabs are strategic national security assets and drive U.S. policy urgency.
- Dr. Jeff Ross warns the U.S. is racing to build domestic fabs before potential Chinese control.
AI Could Drive Massive Deflation
- Elon Musk predicts AI and robotics will massively deflate prices and force systemic change.
- Speakers debate timing but agree AI could dramatically lower marginal costs and reshape labor.
