# Fed Regime Change, Bitcoin Cycles, AI’s Real Impact | Jeff Ross, Joe Carlasare, HODL

Page: https://stenobird.com/podcast/btc-sessions-354141/fed-regime-change-bitcoin-cycles-ai-s-real-impact-jeff-ross-joe-carlasare-hodl
Text version: https://stenobird.com/podcast/btc-sessions-354141/fed-regime-change-bitcoin-cycles-ai-s-real-impact-jeff-ross-joe-carlasare-hodl.md
Podcast: [BTC Sessions](https://stenobird.com/podcast/btc-sessions-354141)
Published: 2026-06-30T10:52:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/btcsessions/episodes/Fed-Regime-Change--Bitcoin-Cycles--AIs-Real-Impact--Jeff-Ross--Joe-Carlasare--HODL-e3lf8e1
Audio file: https://anchor.fm/s/11e95d20/podcast/play/122183553/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-30%2F427084171-44100-2-ec5f3ee3a0bd6.mp3
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JSON: https://stenobird.com/v1/public/podcasts/btc-sessions-354141/episodes/fed-regime-change-bitcoin-cycles-ai-s-real-impact-jeff-ross-joe-carlasare-hodl
Duration seconds: 4558

## Resource

Mentor Sessions Ep. 080: Fed Removes Forward Guidance, Bitcoin Cycles Break & AI’s Real Impact | Joe Carlasare, American HODL & Dr. Jeff Ross Bitcoin may be bottoming right now — and Dr. Jeff Ross, American HODL, and Joe Carlasare just laid out exactly why. The Fed dropped forward guidance, MSTR has underperformed Bitcoin by 60%, and leverage is destroying portfolios. Here's the macro update you need to hear. In this episode you'll get Jeff Ross's case for why we're bumbling along a bear market bottom, Joe Carlasare's breakdown of the most impactful FOMC since the Bernanke era, and American HODL's blunt take on why leverage is not a time machine to being a Bitcoin OG. You'll also learn why Saylor's 32-BTC sale was a deliberate narrative violation, how three global currency blocs are forming around the dollar, gold-backed China, and Bitcoin, and what the rotation into hard assets means for the second half of 2026. ⏱️ Timestamps: 0:00 - Intro 1:32 - Joe on Fed Paradigm Shift and Dropping Guidance 3:49 - Jeff Ross Don't Fight Fiscal Stimulus 5:27 - Dollar Strength Risk-Off Impact on Bitcoin 8:01 - American HODL on Fed Shocking Markets Upside 14:39 - Greenspan-Style Fed Under Kevin Warsh for Bitcoin 16:17 - Iran Geopolitics and Three-Bloc Currency World 23:26 - US Economy Check Manufacturing Real Estate GDP 29:37 - AI Jobs and Low Actual Usage Rates 44:07 - Bitcoin Cycles Debate Case For and Against 47:15 - 2026 Resembles 2022 Treasury Firms vs Exchanges 55:30 - Michael Saylor MSTR Underperformance Narrative Shift 1:00:22 - 32 BTC Sale as Test Transaction Explained 1:05:16 - Leverage Not Shortcut to Bitcoin OG Status 1:10:04 - Q4 2026 Hard Assets Rotation Bitcoin Outlook 🔗 Links & Resources: • Joe Carlasare on X: @JoeCarlasare • American HODL on X: @americanhod…

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## Transcript

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