Episode notes
Is the Bitcoin bottom in—or could another major selloff be coming?
Joe Consorti joins Walker to break down the macro forces driving Bitcoin, including the Iran conflict, the Strait of Hormuz, rising oil prices, inflation, Federal Reserve policy, and the prospect of an inflationary recession. Joe explains why an oil supply shock cannot be solved by higher interest rates, why the Fed may ultimately cut rather than hike, and how political pressure ahead of the midterms could shape markets.
They also examine Strategy’s controversial Bitcoin sales and dismantle claims that the company, MSTR, or its STRC preferred equity is caught in a “death spiral.” Joe explains Strategy’s debt structure, the risk of forced Bitcoin liquidation, its push for inclusion in the S&P 500, and how the company can sell BTC to fund dividends while remaining a net buyer over time.
Finally, Joe shares why monetary debasement sustains his long-term Bitcoin conviction—and how his Christian faith keeps him grounded amid political, economic, and geopolitical uncertainty.
FOLLOW JOE:
Website: https://www.joeconsorti.com/
YT: https://www.youtube.com/@JoeConsorti
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