BTC252: Bitcoin Mastermind Q3 2025 w/ Joe Carlasare, Jeff Ross, and American HODL (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 22 October 2025

⏱️ 88 minutes

🔗️ Recording | iTunes | RSS

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Summary

Joe, Jeff, HODL, and Preston break down Q3 2025’s economic trends, market cycles, and BTC's performance. They dive into gold’s rise, AI's impact on capitalism, and the U.S.’s shifting global strategy, with bold Bitcoin price forecasts for 2026. IN THIS EPISODE YOU’LL LEARN: 00:01:13 Why market sentiment feels bearish despite a 67% BTC gain 00:07:58 How the S&P 500 vs. gold ratio signals a macroeconomic inflection point 00:10:39 Why Jeff Ross sees gold outperforming stocks into the 2030s 00:28:12 The stalled progress of the Strategic Bitcoin Reserve legislation 00:35:07 Central banks’ gold stockpiling and its effect on markets 00:37:09 How upcoming Fed policy could shape future rate cuts 00:46:58 The complex future of capitalism in an AI-driven economy 00:50:45 Insights into America’s $6-7 trillion infrastructure buildout 00:59:40 Why BTC treasury firms are underperforming while miners surge 01:05:35 2026 BTC price predictions and a playful nod to Peter Schiff Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related Episode: ⁠⁠Bitcoin Mastermind Q1 2025⁠⁠. Related Episode: ⁠⁠⁠Bitcoin Mastermind Q2 2025. 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: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Kubera reMarkable Onramp Netsuite Shopify Vanta Public.com Abundant Mines Horizon 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.
0:02.7	Hey, everyone. Welcome to this Wednesday's release of the Bitcoin Fundamentals podcast.
0:07.4	Today, we're back with our quarterly mastermind discussion with Jeff Ross, American Hoddle, and Joe Carlisari.
0:13.6	This is one of our most popular episodes that we do each quarter.
0:16.7	We cover a whole bunch of things happening in the Bitcoin landscape, from macro trends to market
0:21.7	structure, to policy moves, and just investor sentiment in general.
0:25.8	This is a sharp, no-fluff discussion that you won't want to miss.
0:29.2	So without further ado, let's jump right into the conversation.
0:36.1	Celebrating 10 years.
0:42.3	You are listening to Bitcoin Fundamentals by the Investors Podcast Network. Now for your host, Preston Pish.
0:45.3	Hey everyone, welcome to the show. I'm here with the guys for the mastermind conversation. I got American Hodel. I got Joe Carlosari. I got Jeff Ross. Just a couple of things that talk about this quarter. Just a couple things. And let's start off with just the sentiment because before I hit record, you guys only got about
1:12.9	a minute of talking here before I hit the record button because I want this to be very candid
1:18.7	what you guys were just saying. Yeah, Hadole said he bought gold. Like he loaded up on gold. That's what
1:23.9	he said right before. I was shocked. I would never say that. Shock., we're going to get to that. We're going to get to that. Sentiment. Joe, take it away. No, it's horrible. So I was scanning through the cesspool these days of Bitcoin Twitter and it's like, it's something. It's like everybody's down, everybody's depressed, everybody's like,
1:44.5	this thing sucks. Let me get into the yellow rock. I mean, I don't remember being this bad,
1:48.6	like in the depths of the bear market. I don't know. Am I crazy in that? Like,
1:52.3	everybody's expectations have been shattered. I think they're used to the four-year kind of like
1:57.8	that there's this crazy pump that was supposed to happen over the last nine
2:01.7	months. Nothing happened. Like it was just completely sideways for the whole year so far.
2:07.6	And I think people are very frustrated with that. I'm frustrated with that. I don't know about you
2:12.1	guys, but. Well, you know, the frustration is it's easy to understand emotionally because
2:16.6	hodling is a hard journey. And so, you know, as a human, it's easy to understand emotionally because hoddling is a hard journey.
	...

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