We Study Billionaires - The Investor’s Podcast Network BTC252: Bitcoin Mastermind Q3 2025 w/ Joe Carlasare, Jeff Ross, and American HODL (Bitcoin Podcast)
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Oct 22, 2025 
Join hedge fund manager Jeff Ross, litigation attorney Joe Carlasare, and Bitcoin commentator American HODL as they unravel the complexities of the current economic landscape. They discuss why market sentiment feels bearish despite Bitcoin's gains, the implications of gold's rise, and the stalled Strategic Bitcoin Reserve legislation. The trio also explores the impact of AI on capitalism, predictions for Bitcoin prices in 2026, and the dynamics between miners and treasury firms, shedding light on the evolving cryptocurrency landscape.
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Bearish Sentiment Despite Strong Returns
- Bitcoin sentiment feels deeply bearish despite a 67% one-year gain.
- Joe Carlasare and American HODL note shattered expectations and frustrated holders from sideways action.
S&P Versus Gold As A Macro Compass
- The S&P-to-gold ratio signals multi-decade inflection similar to late 1960s.
- Jeff Ross argues capital may rotate from U.S. assets into gold and hard assets over a decade.
Central Banks Back Gold; Bitcoin Too Small Now
- Central banks are stockpiling gold, reinforcing gold's reserve role.
- Jeff predicts Bitcoin is too small for central bank buying until the late 2030s or 2040s.