BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 23 July 2025

⏱️ 87 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bitcoin market insights, Treasury trends, stablecoin regulation, and bold predictions for Bitcoin's future. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:21 - How global liquidity and leverage affect Bitcoin's market performance 08:56 - The evolving role and risks of Bitcoin Treasury companies 17:26 - Why stablecoin regulations are reshaping digital finance 18:35 - What the Genius Act means for bank and non-bank stablecoin issuers 21:03 - How Tether and JPM are responding with gold tokens and Layer 2 solutions 24:50 - Why the Base network's centralization raises concerns 27:45 - Differing views on the US dollar's future amid AI-driven economic shifts 35:30 - Long-term predictions for Bitcoin and gold prices 40:33 - The strategic role of Bitcoin options trades 48:06 - Legal strategies for enforcing advertising contract disputes Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related Episode: ⁠Bitcoin Mastermind 1st Quarter 2025⁠. Related Episode: ⁠⁠Bitcoin Mastermind 4th Quarter 2024⁠⁠. American Hodl on ⁠Nostr⁠. Jeff Ross on ⁠Nostr⁠. Joe Carlasare on ⁠X (Twitter)⁠, ⁠Nostr⁠. Check out all the books mentioned and discussed in our podcast episodes ⁠here⁠. Enjoy ad-free episodes when you subscribe to our ⁠Premium Feed⁠. NEW TO THE SHOW? Join the exclusive ⁠TIP Mastermind Community⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠X (Twitter)⁠ | ⁠LinkedIn⁠ | | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠TikTok⁠. Check out our ⁠Bitcoin Fundamentals Starter Packs⁠. Browse through all our episodes (complete with transcripts) ⁠here⁠. Try our tool for picking stock winners and managing our portfolios: ⁠TIP Finance Tool⁠. Enjoy exclusive perks from our ⁠favorite Apps and Services⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠The Intrinsic Value Newsletter⁠. Learn how to better start, manage, and grow your business with the ⁠best business podcasts⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: SimpleMining Hardblock AnchorWatch Onramp Human Rights Foundation Unchained Intuit Shopify Vanta reMarkable Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.8	Hey, everyone. Welcome to this Wednesday's release of the Bitcoin Fundamentals podcast.
0:07.0	So on today's show, we got the Bitcoin Mastermind for the third quarter of 2025.
0:11.9	And in this episode, we dive into the current state of the Bitcoin market, unpacking the key macro forces, driving price from global liquidity to the evolving role of stable coins
0:22.2	and treasury strategies.
0:24.2	Jeff introduces this idea of three burners and understanding market cycles, and we dig into
0:29.4	the growing divergence between spot price and the ETF-driven flows.
0:33.8	We also explore the rise of Bitcoin treasury companies, the shifting capital structures they're
0:38.1	using, from convertibles to perpetual preferreds, and how these firms may be outperforming
0:43.3	miners over the long run.
0:45.0	On the regulatory front, the team breaks down the Genius Act and the potential to reshape
0:48.9	stablecoin issuance in the U.S., especially for non-bank players.
0:53.4	There's a friendly back and forth on the future of the US dollar, AI's impact moving forward,
0:58.6	what tokenized gold and JP Morgan's stable coin mean for Bitcoin adoption.
1:03.9	And of course, we wrap it all up with bold predictions from Bitcoin's price targets
1:08.2	to whether Powell survives another term at the Fed.
1:11.3	So let's dive into this.
1:13.0	This was a really fun conversation.
1:14.9	I'm sure you guys are going to love it.
1:19.9	Celebrating 10 years.
1:21.8	You are listening to Bitcoin Fundamentals by the Investors Podcast Network.
1:26.6	Now for your host, Preston Pish.
	...

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