Macro Regime Shift: ETFs, Term Premia, and Bitcoin Risk
The September 30, 2025 episode of What Bitcoin Did features James Check, Joe Carlasare, and Matthew Pines analyzing how fiscal dominance and long-end yields now anchor Bitcoin’s risk profile.
Joe Carlasare
Bitcoin Policy and Technology: Navigating 2025’s Shifting Landscape
The March 19, 2025 episode of Bitcoin Fundamentals with Joe Carlasare, Jeff Ross, and American HODL examines the impact of a U.S. strategic Bitcoin reserve, macroeconomic shifts, and technical challenges in the Lightning Network.
Bitcoin ETFs, Liquidity, and Wall Street’s Role in Bitcoin’s Future
The October 2, 2024 episode of Bitcoin Fundamentals, Preston Pysh hosts a panel of Bitcoin analysts, including Joe Carlasare, Jeff Ross, and American HODL, to discuss major developments in the Bitcoin ecosystem for Q3 2024.
Regulatory Turbulence and Market Dynamics: Bitcoin’s Position in a Shifting Landscape
The August 29, 2024 Rough Consensus episode features an in-depth discussion between James Check and Joe Carlasare on the evolving regulatory and macroeconomic landscape affecting Bitcoin and broader markets.