Has Bitcoin Lost Its Way? The Institutional Reality | Joe Consorti | BFM267

Joe Consorti is a Bitcoin and global capital markets researcher, and a leading voice at the intersection of Bitcoin & institutional finance.

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🕑 TIMESTAMPS

00:00 - Macro Outlook: Inflation and Federal Reserve Policies04:47 - Alternative Inflation Measures08:07 - Market Expectations and Rate Hikes10:52 - Bitcoin's Performance in Geopolitical Crises12:48 - Correlation of Bitcoin with Gold and Risk Assets17:28 - Bitcoin Price Cycle and Technical Support Levels28:42 - Future Price Scenarios and Macro Influences36:34 - Bitcoin's Financialization and Wall Street Adoption42:37 - The Evolution of Bitcoin in the Financial System50:33 - Joe Consorti's Spicy Bitcoin Outlook01:00:05 - Bitcoin Price Predictions

ℹ️ EPISODE SUMMARY

Bram Kanstein and Joe Consorti discuss why the FED is trapped between fighting inflation and propping up asset prices. They confront how oil shocks and “trimmed mean PCE” can quietly rewrite reality to justify rate cuts. Bitcoin’s stress test during war reveals when it trades like risk, and when it starts behaving like hard money. They challenge the AI bubble narrative and map how rotations could push capital into Bitcoin. Wall Street financialization, ETFs, and Strategy expose why Bitcoin stays hard collateral, not paper games.