Coin Stories with Natalie Brunell Joe Carlasare: New Bitcoin ATH in 2026 as Economy Runs Hot
24 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.
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Four‑Year Cycle Is Breaking Down
- Joe Carlasare argues Bitcoin's traditional four-year halving cycle is effectively dead as the market institutionalizes.
- He expects price action to decouple from that calendar and track broader macro liquidity instead.
Poker Table Sell‑Off Example
- Joe shares that his poker friends sold their Bitcoin late in the year while he remained the only holder at the table in December.
- He uses this to illustrate retail selling and the idea that capital is waiting on the sidelines to re-enter.
Economic Reacceleration Supports Bitcoin
- Strong U.S. productivity and small‑cap strength point to a broadening economic rally that benefits risk assets like Bitcoin.
- Joe views macro growth as a bullish tailwind for Bitcoin adoption and price.
