BTC226: Bitcoin Mastermind Discussion Q1 2025 (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 19 March 2025

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode, Preston Pysh, Jeff Ross, American Hodl, and Joe Carlasare explore the implications of dollar weakness, overall liquidity, and the impact of Bitcoin bonds. They break down SBR, SAB 121, and recent legal updates, while also explaining the Supplemental Leverage Ratio (SLR). They also discuss whether tariffs are truly inflationary, MMT’s consequences, and the shift toward re-privatization. Finally, they cover contrarian buy signals for Bitcoin and QQQ, and the broader outlook for the U.S. economy versus global markets. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:06 - Insights into US government spending and economic dependence in 2024. 07:13 - The debate on tariffs and inflation, with a look at Truflation data. 09:27 - Why the dollar’s weakness matters for global markets and liquidity. 10:22 - The role of Bitcoin bonds and what they signal for the crypto market. 11:05 - Why some analysts are bearish on US assets but bullish on global markets. 11:49 - The fiscal challenges facing the US and how they compare to global trends. 17:44 - How the US economy is shifting from MMT-driven policies toward re-privatization. 29:58 - Updates on SAB 121, SBR, and recent regulatory/legal shifts. 35:16 - What the Supplemental Leverage Ratio (SLR) is and why it’s important for banks. 01:03:01 - Major contrarian buy signals for Bitcoin and QQQ based on technical indicators. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES 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: Hardblock Found SimpleMining CFI Education The Bitcoin Way Unchained Netsuite Fintool Shopify Onramp Vanta TurboTax Fundrise 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.
0:06.9	This week, I have the mastermind members back for a discussion to close out the first quarter of 2025.
0:12.5	There's plenty to discuss, especially considering the current price action is not what any of us had suspected since the start of the year.
0:19.3	During the show, we talk about the current macro factors that might be causing some of the issues, the start of the year. During the show, we talk about the current
0:20.9	macro factors that might be causing some of the issues, the effects of the tariffs, the supplemental
0:25.8	leverage ratios for banks, a current overview of the legal ramifications of the Strategic
0:30.7	Bitcoin Reserve, and many other interesting topics. This is a discussion that you won't want to
0:35.2	miss, so here's my chat with Joe, Jeff, and American Hoddle.
0:42.4	Celebrating 10 years.
0:44.5	You are listening to Bitcoin Fundamentals by the Investors Podcast Network.
0:49.2	Now for your host, Preston Pish.
1:02.0	Hey, everyone, welcome to the show.
1:06.3	I'm back with the Mastermind, Hoddle, Jeff Ross, Joe Carlisari.
1:07.8	Gentlemen, welcome back to the show.
1:08.7	Hi, Preston. Good to be back.
1:09.7	Hey, so I guess where we should start is all four of us were very bullish at the end
1:14.8	of the last discussion.
1:16.6	This was peak, you know, what numbers were we hitting like 105 or whatever the last time
1:22.5	we talked and you had the new administration coming in.
1:26.6	There was all sorts of chatter.
1:28.3	And all four of us were like, oh, this thing's going to be a rager.
	...

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