Joe Consorti is one of the fastest growing Bitcoin macro analysts on YouTube, close to five hundred videos deep and publishing every few days to thirty thousand subscribers. He built his framework at The Bitcoin Layer alongside Nik Bhatia, and now runs Horizon, which helps homeowners convert home equity into Bitcoin. He is a maxi who does not believe in a Bitcoin standard, thinks the ETFs are a gift rather than a threat, and will tell you the state is not coming for your coins.

Joe's whole method is to take what has already happened, find the current trend, and extrapolate it forward. He refuses to forecast on vibes, which is why his read sounds nothing like the timeline's.

In 1992 Scott Bessent sat on the side that broke the Bank of England, when a central bank tried to defend its currency and lost. He is now the US Treasury Secretary, and Joe's read is that he is running the same play in reverse, holding the long end down instead of blowing it up. Bessent's own line: "I am the house now."

WHAT ACTUALLY MOVES THE BITCOIN PRICE? Not the headlines, and not Washington. Joe takes it back to the US Treasury market, where yields set the opportunity cost for every other asset on earth. Understand that one market, he argues, and you have ninety percent of macro. From there he walks the levels he actually watches: oil, the two year yield, the fifty week moving average, MVRV, and the cost basis levels that decide where price goes next.

He explains:

- Why the ETFs are the single greatest orange pilling tool ever invented, from a man who self custodies

- How the US Treasury market works, and why understanding one chart is ninety percent of macro

- Why Bitcoin does not need to be the world's reserve currency to win, and already clears the bar that matters

- What Scott Bessent did to the Bank of England in 1992, and why he is running the same play in reverse today

Views expressed by the host & guest(s) are their own and are shared for general informational purposes only. Nothing here should be treated as medical, legal, or financial advice. This is Financial Entertainment.

0:00 Sovereign maxis and suitcoiners unite on SLS

2:16 Meet Joe Consorti, The Bitcoin Layer, Horizon, and a missed Saylor rant in Vegas

4:39 Maxi, yes. Bitcoin standard, no

7:38 Hyperbitcoinization, and where the monetary premium actually goes

9:40 "It needs to be a global reserve asset, and it already is"

13:40 Sell it on inflation, not property rights

16:31 "The Bitcoin ETFs are the single greatest orange pilling tool invented"

22:20 Macro in a nutshell, the US Treasury market and the yields everything flows from

24:13 What actually drives the price, and why it has nothing to do with Bitcoin

26:34 Is the bottom in? Reading tops, bottoms and the cycle

30:32 The 2022 rhyme and the fifty week moving average

33:18 Oil and the two year matter more than any chart on your timeline

34:36 On chain, the MVRV ratio, and the cost basis levels already broken

39:07 How Joe builds a video, and why it is framework and not conspiracy

46:03 CLARITY, the Trump question, and net neutral for Bitcoin

52:39 The Fourth Turning, and the man who broke the Bank of England

55:14 "I am the house now", Bessent running 1992 in reverse

1:06:18 Rabbit holes, and Leon Wankum next week

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