{"podcast":{"title":"BTC Sessions","slug":"btc-sessions-354141","podcast_index_feed_id":354141,"rss_url":"https://anchor.fm/s/11e95d20/podcast/rss","website_url":"https://www.btcsessions.ca/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/2905064/2905064-1740701994402-5f42f4d61c249.jpg","author":"Ben Perrin","episode_count":669,"summary":"Get your dose of Bitcoin with weekly news roundups and \"Why Are We Bullish\" panel shows featuring Bitcoiners from around the world!","last_synced_at":"2026-09-18T00:20:17.405839+00:00","page_url":"https://stenobird.com/podcast/btc-sessions-354141"},"episode":{"title":"Fed Regime Change, Bitcoin Cycles, AI’s Real Impact | Jeff Ross, Joe Carlasare, HODL","slug":"fed-regime-change-bitcoin-cycles-ai-s-real-impact-jeff-ross-joe-carlasare-hodl","published_at":"2026-06-30T10:52:00+00:00","page_url":"https://stenobird.com/podcast/btc-sessions-354141/fed-regime-change-bitcoin-cycles-ai-s-real-impact-jeff-ross-joe-carlasare-hodl","show_page_url":"https://stenobird.com/podcast/btc-sessions-354141","url":"https://podcasters.spotify.com/pod/show/btcsessions/episodes/Fed-Regime-Change--Bitcoin-Cycles--AIs-Real-Impact--Jeff-Ross--Joe-Carlasare--HODL-e3lf8e1","audio_url":"https://anchor.fm/s/11e95d20/podcast/play/122183553/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-30%2F427084171-44100-2-ec5f3ee3a0bd6.mp3","summary":"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…","meta_description":"Mentor Sessions Ep. 080: Fed Removes Forward Guidance, Bitcoin Cycles Break & AI’s Real Impact | Joe Carlasare, American HODL & Dr. Jeff Ross Bitc…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4558,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/btc-sessions-354141/episodes/fed-regime-change-bitcoin-cycles-ai-s-real-impact-jeff-ross-joe-carlasare-hodl/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/btc-sessions-354141/fed-regime-change-bitcoin-cycles-ai-s-real-impact-jeff-ross-joe-carlasare-hodl.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}