Sep 1, 2026 · 1h 11m
Carlasare sees Bitcoin entering a new cycle
The Everything Rally Is About to Begin | Joe Carlasare
The discussion connects Bitcoin’s muted correction to changing market structure, Treasury policy, persistent inflation, and its expanding role in savings and portfolios.
- 1Carlasare argues Bitcoin may have bottomed, with its shallow drawdown challenging rigid four-year cycle assumptions.
- 2Bitcoin is evolving from a peer-to-peer currency narrative toward savings and portfolio infrastructure without losing its permissionless-money potential.
- 3Treasury policy may bolster market confidence while persistent inflation and strong asset performance reshape the macroeconomic backdrop.
Don't miss
Carlasare explains why the Treasury announcement may have moved markets through perception and confidence more than direct money creation.
The brief
Joe Carlasare argues Bitcoin may already have reached its cycle bottom, citing historical moving-average signals and an unusually mild drawdown rather than a classic blowoff-and-crash pattern.
The conversation tests whether four-year cycle theory still works as Bitcoin matures, with narratives, institutional finance, and long-term holding increasingly shaping market behavior.
A Bitcoin circular economy in Kibera, Kenya, anchors the debate over Bitcoin’s changing role: from peer-to-peer money toward savings and portfolio infrastructure.
Carlasare says Treasury policy mattered mainly through perception, as bond swaps, confidence, and expectations about rates can influence markets without necessarily creating new money.
The episode’s broader wager is that sticky inflation near three percent, strong growth, and corporate profits could support assets—especially Bitcoin—for much of the decade.
Carlasare’s Bitcoin thriller, Unconfiscatable, brings the conversation’s tension between law, financial rules, and monetary sovereignty into fiction.
Books & mentions
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