Macro Markets and Bitcoin Commentary by Joe Consorti
Joe Consorti: Criticisms of STRC and Strategy liquidations and BTC sell recommendation addressed
Joe Consorti addressed a series of criticisms regarding STRC and Strategy, stating that claims about STRC being in a death spiral and the likelihood of a Strategy liquidation were inaccurate. He ...
BTC moved between wallets and exchanges but repeatedly hacked, Joe Consorti notes
Joe Consorti described a series of incidents in which BTC was repeatedly hacked in 2026, despite moving funds from exchanges to Coldcard, then to a Ledger, and eventually to Binance. According to ...
Joe Consorti: Chamath says Bitcoin goes to zero while Jason urges selling
Chamath stated that Bitcoin will go to zero, while Jason recommended selling it immediately. Joe Consorti noted that Jason has predicted Bitcoin's failure 33 times since 2018, calculating that ...
Repeated claims on Bitcoin price increases would have profited, Joe Consorti states
Joe Consorti criticized Jason Calacanis, arguing that Calacanis consistently predicted Bitcoin would fall to zero. Consorti stated that if someone had invested $1,000 in Bitcoin each time ...
Joe Consorti: Largest U.S. bank forecasts Bitcoin will outperform stocks, bonds and gold over next decade
The largest U.S. bank has forecast that Bitcoin will outperform stocks, bonds, and gold over the next ten years. Joe Consorti reported that despite making this forecast, the bank excluded Bitcoin ...
YouTube ban of Simply Bitcoin channel is a big error, Joe Consorti states
Joe Consorti described YouTube's banning of the Simply Bitcoin channel as a major mistake, highlighting the channel's role as a cornerstone of Bitcoin and macroeconomic content on the platform. ...
Joe Consorti: Index funds may sell up to $2.8 billion of Strategy shares by November 30
Index funds may have to sell up to $2.8 billion of shares in Strategy by November 30. MSTR shares declined 9.5% following the news, while Bitcoin fell about 1%. Joe Consorti added that Schwab and ...
BIP-110 proponent launches rival coin and draws criticism, Joe Consorti notes
Joe Consorti highlighted a series of contentious actions by a supporter of BIP-110 in the Bitcoin community. According to Consorti, this individual faced universal rejection of BIP-110, refused to ...
Joe Consorti: Energy inflation and oil above $100 coincide with Bitcoin not falling below $80,000
Energy inflation is surging and oil has remained above $100 for several months, while Bitcoin has not dropped below $80,000. Joe Consorti described these developments as positive in his ...
Falling AI prices threaten debt sustainability, Joe Consorti argues
The cost to use ChatGPT's AI has decreased from $60 to 5 cents, while interest on government debt has reached $1.1 trillion at 24-year-high rates. Joe Consorti described these trends as a ...
Joe Consorti: Bitcoin bottomed 100 days before four-year cycle date
Joe Consorti notes that bitcoin reached its cyclical bottom on July 1st, which was 100 days sooner than the widely cited four-year cycle date of October 5th. According to Consorti, retail ...
A $1,200 check bought 0.18 Bitcoin in 2020, Joe Consorti notes
Joe Consorti highlights how the purchasing power of U.S. stimulus checks has shifted in recent years. In 2020, a $1,200 stimulus check could buy roughly 0.18 Bitcoin, while President Donald ...
Joe Consorti: Ten-year Treasury yield at 5.3 percent as bitcoin rallies 43 percent
Joe Consorti highlights the striking contrast between traditional and digital assets, noting that bitcoin pays no yield while the 10-year Treasury now offers 5.3 percent, its highest level in 24 ...
1 percent of U.S. money market cash equates to 950,000 BTC, Joe Consorti notes
Joe Consorti estimates that 1 percent of America’s money market cash would be enough to buy more bitcoin than Strategy has accumulated in six years. According to Consorti, $7.98 trillion is ...
Joe Consorti: Stock market strength now supports U.S. bond market and government finances
Joe Consorti argues that the stock market is currently propping up the bond market. He explains that the top 10% of earners are responsible for about half of all U.S. spending, and much of this ...
Skeptics doubting Bitcoin and Strategy labeled uncritical, Joe Consorti argues
Joe Consorti calls out individuals who previously claimed Bitcoin would fall to $30,000 or labeled Strategy and STRC as a Ponzi scheme in a death spiral. He suggests blocking or unfollowing such ...
Joe Consorti: Blake2b Bitcoin hard fork coin struggles to get listed
Joe Consorti highlights that, one week after its launch, the Blake2b Bitcoin hard fork coin still lacks a trading venue. Consorti contrasts this slow progress with previous Bitcoin hard forks, ...
Bitcoin at $5 million per coin seen as reasonable if adoption accelerates, Joe Consorti argues
Joe Consorti points out that Bitcoin currently represents just 5.06 percent of gold’s market capitalization and only 0.17 percent of total global asset value. He suggests that if Bitcoin’s ...
Joe Consorti: Bitcoin reaches $80,000 after U.S. Treasury bond announcement
Joe Consorti reports that Bitcoin has surged to $80,000, marking its first return to this level since May. Over the last week, the price of BTC has increased by 30 percent. The jump follows the ...
Criticism of Bitcoin after surpassing gold is flawed, Joe Consorti argues
Joe Consorti questions the logic of doubting Bitcoin by drawing a parallel to an exaggerated scenario where NVIDIA's stock price would drop to zero due to the vast number of available stocks. He ...
Joe Consorti: Bitcoin surges as U.S. Treasury plans $4B debt buyback
Joe Consorti highlights a strong surge in Bitcoin following news that the U.S. Treasury will buy back $4 billion of debt to increase liquidity support. He points to this move as a signal of ...
