The Fed’s Impossible Choice Could Send Bitcoin Higher

<p>Joe Consorti joins The Mustard Seed Bitcoin Podcast to break down the Fed’s impossible choice between fighting inflation, protecting the economy, and keeping asset prices alive. We discuss why bitcoin may be the only asset accurately pricing today’s uncertainty, how AI is disrupting software but strengthening bitcoin’s long-term case, and why the dollar crash playbook may already be underway.</p><p><br></p><p>Timestamps:</p><p>0:00 - Joe Consorti returns</p><p>0:43 - Kevin Warsh’s impossible Fed dilemma</p><p>4:49 - Why the Fed may cut rates despite inflation</p><p>9:35 - Consumer sentiment hits 74-year lows</p><p>11:00 - The K-shaped economy: asset owners vs. everyone else</p><p>14:00 - Why they will crash the dollar before markets</p><p>17:43 - Why bitcoin is underperforming</p><p>21:08 - Is AI stealing capital from bitcoin?</p><p>25:10 - Why AI can disrupt software, but cannot disrupt bitcoin</p><p>31:02 - ISM PMI, the business cycle, and bitcoin’s bottom</p><p>34:37 - Why bitcoin broke from global M2</p><p>36:26 - What happens if oil, war, and inflation cool down?</p><p>37:17 - Why the S&amp;P 500 could hit 10,000</p><p>40:43 - How AI expands the divide between asset owners and labor</p><p>45:31 - What bitcoiners may be wrong about</p><p>48:22 - “I missed bitcoin” and the unit bias trap</p><p>50:18 - Where to follow Joe Consorti</p>