
Joe Consorti
@JoeConsorti • 62,325 subscribers
Bitcoin | Building Horizon | Convert Home Equity to Bitcoin @JoinHorizon
Videos

Bitcoin isn't crashing below $60k because Saylor sold 32 BTC. It's crashing because $19 trillion of new AI market cap got created in 12 months... 13x the size of Bitcoin. The most liquid risk asset on earth is being drained to fund the biggest IPO cycle since 2000.
Joe Consorti837,966 Aufrufe • vor 18 Tagen

Everyone read the headline. Almost nobody read the filing. Strategy had $900M in cash. Sold zero preferred that week. Had the ATM running. They sold 32 Bitcoin anyway, on purpose, and put it in writing. A forced seller is desperate. This was a decision made from strength.
Joe Consorti41,283 Aufrufe • vor 20 Tagen

Someone just bought a $4.2 million house with Bitcoin, and didn't sell a single coin. Everyone's watching the crash and calling Bitcoin dead. They're missing the most bullish development since the ETF. Bitcoin is now pointed at the $50 trillion U.S. housing market.
Joe Consorti20,059 Aufrufe • vor 13 Tagen

45% of student loan borrowers expect to go delinquent when payments resume on October 1st. That's not good.
Joe Consorti893,985 Aufrufe • vor 2 Jahren

The personal savings rate just hit 2.6%. The only other times in history it's been this low: the run-up to the Great Recession, the Great Recession itself, and mid-2022. The S&P 500 is at a record high. Bitcoin is the only asset on the board telling the truth.
Joe Consorti26,913 Aufrufe • vor 24 Tagen

1971: Nixon kills the gold standard. 2003: Iraq tries to sell oil in euros. Saddam is dead within months. 2011: Gaddafi tries a gold-backed currency. Dead within months. 2022: Russia gets $300 billion frozen. 2026: Iran chose Bitcoin. The U.S. can't do a thing about it.
Joe Consorti33,030 Aufrufe • vor 1 Monat

The Federal Reserve has joined Instagram. Jerome Powell, going by “Jay” to keep it hip, is popping his collar to teach the zoomers that debasing the money by ~2% every year is necessary to make the world go around. Late-stage empire, credibility running on fumes. It's so over.
Joe Consorti594,945 Aufrufe • vor 2 Jahren

Spot bitcoin ETF options begin trading on the Nasdaq tomorrow. Here's why it matters. [B2YB Theya]
Joe Consorti370,191 Aufrufe • vor 1 Jahr

Coffeezilla accused Strategy's STRC of being "Ponzi-like" to 2M viewers. The math says otherwise.
Joe Consorti48,589 Aufrufe • vor 2 Monaten

Ripple just launched a $50 million anti-bitcoin lobbying machine. The "National Cryptocurrency Association" claims to educate, but in reality, it’s designed to push XRP while attacking bitcoin. Not Ripple’s first anti-bitcoin campaign—just their biggest. [B2YB Theya]
Joe Consorti212,906 Aufrufe • vor 1 Jahr

JPMorgan is following Michael Saylor's playbook. The world's largest bank just filed BTC-linked structured notes tied to BlackRock’s IBIT, pulling bitcoin firmly into the $318T global bond market. Bitcoin is too big for Wall Street to ignore. [Presented by Horizon]
Joe Consorti99,529 Aufrufe • vor 6 Monaten

Today is Charlie Munger's 99th birthday 🥳🥂 Here are his thoughts on bitcoin:
Joe Consorti427,794 Aufrufe • vor 3 Jahren

$MSTR is simultaneously long & short global carry. Taking on debt at low rates to invest in bitcoin is long global carry. Bitcoin in and of itself is short global carry. MicroStrategy has created a 60/40 portfolio, all inside of one investment vehicle. [B2YB Theya]
Joe Consorti202,175 Aufrufe • vor 1 Jahr

The petrodollar was built on one promise: the US Navy keeps shipping lanes open, and oil settles in dollars. Both broke this year. Iran is now collecting tolls through Hormuz in Bitcoin. $1 per barrel. Nobody is pricing what just happened. [Presented by Horizon]
Joe Consorti16,390 Aufrufe • vor 2 Monaten