BTC252: Bitcoin Mastermind Q3 2025 w/ Joe Carlasare, Jeff Ross, and American HODL (Bitcoin Podcast)
Preston Pysh hosts a quarterly Bitcoin mastermind with Jeff Ross, American Hodl, and Joe Carlisari focused on current Bitcoin sentiment, macroeconomic conditions, and how hard assets like gold and Bitcoin fit into the evolving global landscape. They argue the traditional four-year Bitcoin cycle is breaking down, discuss golds recent outperformance versus both stocks and Bitcoin, and explore implications of liquidity trends, Fed policy, and a potential long period of hard-asset outperformance. The conversation also covers the US strategic Bitcoin reserve, AI and robotics as economic forces, the state of Bitcoin treasury companies and miners, and rising geopolitical tensions with China and the BRICS bloc.
The hidden cost of buying gold | Claudia Vega
Rainforest toxicologist and TED Fellow Claudia Vega explains how artisanal gold mining in the Peruvian Amazon releases large amounts of mercury, causing severe environmental damage and public health risks locally and globally. She describes the mining process, mercury's toxic effects, and the massive deforestation in Madre de Dios, as well as her work establishing the first mercury lab in the Peruvian Amazon to generate local data for communities, policymakers, and international agreements. In conversation with TED Fellows Program Director Lily James Olds, she discusses working with indigenous communities, changing mining practices, the limits of "green" gold, the need for consumer awareness and traceability, and her fears about fake news and hope in small but real changes.
Cheaper Teslas, OpenAI's Cash Burn, and Apple's CEO Succession Plans
Kara Swisher and Scott Galloway discuss Tesla's newly announced cheaper but downgraded Model 3 and Model Y, and what the moves reveal about intensifying EV competition, Tesla's shrinking market share, and the company's stretched valuation. They analyze OpenAI's massive compute deals with NVIDIA and others as signs of a potential AI bubble and explain how AI-driven market gains concentrate risk and give political cover for Trump's aggressive policies. They also cover the surge in gold prices and what it signals about confidence in the U.S. dollar, Apple's emerging CEO succession plan around John Ternus, bank lobbying over a potential Fannie Mae/Freddie Mac IPO, National Guard deployments and ICE raids in U.S. cities, and close with predictions on the Nobel Peace Prize and the length of the government shutdown alongside personal anecdotes.