Fed Regime Change, Bitcoin Cycles, AI’s Real Impact | Jeff Ross, Joe Carlasare, HODL
About this episode
The episode discusses the current state of Bitcoin, the Federal Reserve's recent actions, and the impact of AI on the economy.
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…
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