Joe Consorti joins The Mustard Seed Bitcoin Podcast to break down the Fed’s impossible choice between fighting inflation, protecting the economy, and keeping asset prices alive. We discuss why bitcoin may be the only asset accurately pricing today’s uncertainty, how AI is disrupting software but strengthening bitcoin’s long-term case, and why the dollar crash playbook may already be underway.
Timestamps:
0:00 - Joe Consorti returns
0:43 - Kevin Warsh’s impossible Fed dilemma
4:49 - Why the Fed may cut rates despite inflation
9:35 - Consumer sentiment hits 74-year lows
11:00 - The K-shaped economy: asset owners vs. everyone else
14:00 - Why they will crash the dollar before markets
17:43 - Why bitcoin is underperforming
21:08 - Is AI stealing capital from bitcoin?
25:10 - Why AI can disrupt software, but cannot disrupt bitcoin
31:02 - ISM PMI, the business cycle, and bitcoin’s bottom
34:37 - Why bitcoin broke from global M2
36:26 - What happens if oil, war, and inflation cool down?
37:17 - Why the S&P 500 could hit 10,000
40:43 - How AI expands the divide between asset owners and labor
45:31 - What bitcoiners may be wrong about
48:22 - “I missed bitcoin” and the unit bias trap
50:18 - Where to follow Joe Consorti
