Coin Stories with Natalie Brunell Joe Carlasare: New Bitcoin ATH in 2026 as Economy Runs Hot
38 snips
Jan 13, 2026 
Join Joe Carlasare, a seasoned commercial litigator and macro analyst, as he dives into the future of Bitcoin and the economy. He argues that Bitcoin's traditional four-year cycle is breaking down, driven by increased institutional adoption. Joe highlights the current macro signals favoring Bitcoin, discusses the impact of political instability as a major systemic risk, and presents a bold price prediction of up to $157,000 for 2026. He also contrasts Bitcoin and gold's capital flows, making a case for why everyone should consider Bitcoin in their portfolios.
AI Snips
Chapters
Books
Transcript
Episode notes
Avoid Predicting 2018‑Style Crash
- Don't assume massive mean‑reversion like 2018 will repeat because the market lacks the same 'rubber band' slack.
- Consider that there are fewer tourist sellers and more durable holders in today's Bitcoin market.
Bitcoin Becoming A Risk‑Complex Asset
- As Bitcoin matures it will correlate more with the broader risk complex and macro liquidity.
- Joe prefers Bitcoin correlating with stocks while the economy grows and liquidity rises.
Use ETFs To Stabilize Flows
- Use ETFs and institutional infrastructure to dampen upside volatility and provide persistent bid support.
- Watch ETF net inflows as an encouraging signal of durable demand.
