We Study Billionaires - The Investor’s Podcast Network BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast)
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Jul 23, 2025 
Joe Carlasare, a litigator specializing in Bitcoin miners, and Jeff Ross, a fund manager with deep insights into market trends, dive into the intricacies of Bitcoin's future. They tackle the effects of global liquidity on Bitcoin prices and dissect the evolving risks of Bitcoin treasury companies. The duo also discusses the implications of stablecoin regulations and their impact on digital finance. With bold predictions about Bitcoin's trajectory amidst economic shifts, they provide valuable insights for investors navigating this dynamic landscape.
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Bitcoin's New Trading Dynamics
- Bitcoin is now trading in persistent ranges due to ETF and options market dynamics.
- Wall Street traders react to RSI differently, causing Bitcoin's market behavior to differ from past cycles.
Bitcoin's Three Price Drivers
- Bitcoin's price is driven by three "burners": global liquidity, the economy's strength, and leverage.
- Currently, only global liquidity is heating up, with economy and leverage lagging behind.
Economic Recovery Supports Bitcoin
- Economic indicators show green shoots and rising yields, suggesting a stronger economy ahead.
- Recession fears appear overblown; a 2025 economic boom could fuel Bitcoin's price rally.