BTC Sessions

Mentor Sessions Ep. 081: Peter St. Onge and Larry Lepard discuss Fed rate cuts in 2026, AI industry bailout risk, Bitcoin price outlook,
US debt debasement, and gold targets.

The Fed's hawkish pivot is already unraveling — and Bitcoin, gold, and silver are the first to price it in. Peter St. Onge and Larry Lepard break down exactly why Kevin Warsh's tough talk is a script, not a policy, and what that means for sound money holders in 2026.

You'll learn why Lepard believes rate cuts are coming before the midterms, why the AI industry is quietly lobbying for a defense-contractor-style bailout, and why the monetary debasement trade is nowhere near dead — despite what the financial press is saying. You'll also get specific price targets for Bitcoin ($180K–$200K), gold ($7,000), and silver ($200), plus an honest breakdown of Strategy/MSTR and Michael Saylor's evolving playbook. If you're trying to understand where macro is heading and how to position in sound money, this is the conversation.

⏱️ Timestamps:
0:00 - Intro
1:00 - Warsh: Hawk or Secret Dove?
2:40 - Warsh More Dovish Than Rhetoric
5:00 - Balance Sheet Hawks Get Punched
6:25 - Rate Cuts Locked in Pre-Election
9:29 - Debt Forces Money Supply Growth
10:30 - AI Sets Up Government Bailout
13:43 - Bitcoin Volatility and Long View
14:25 - AI Crony Capitalism Playbook
17:28 - AI Commoditizes in Three Weeks
19:24 - Dot-Com Lessons for AI Buildout
29:03 - Legitimate AI Grievance Energy Costs
33:37 - Europe's Decline and US Advantage
37:18 - Japan Yen Debasement Midterm Play
46:34 - Saylor Strategy Bear Market Attacks
51:59 - Bitcoin Mirrors Fiat Boom Bust
54:07 - Gold Silver Bitcoin 2026 Targets
57:52 - Monetary Debasement Trade Accelerates
1:00:10 - Markets Embarrass Most Investors

🔗 Links & Resources:
→ Professor Peter St. Onge on X: https://x.com/profstonge
→ Professor Peter St. Onge: https://www.profstonge.com/
→ Larry Lepard / EMA Gavekal: https://www.ema2.com
→ Lawrence Lepard: https://x.com/LawrenceLepard

💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io

• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1

📌 Previous Episodes:
Joe Carlasare, American HODL & Dr. Jeff Ross → https://youtu.be/i14Y81EGcVY

⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB

🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV

Follow Us on X:
• BTC Sessions: @BTCsessions
• Nathan: @theBTCmentor

#Bitcoin #BTC #BTCSessions #FedRateCuts #MonetaryDebasement #BitcoinPriceTarget #GoldOutlook #LarryLepard #PeterStOnge #SoundMoney #MichaelSaylor #AIBubble #BitcoinBearMarket #MacroEconomics #USDollarCollapse #ArtificialIntelligence #BitcoinPodcast #MonetaryPolicy #HardMoney

Mentor Sessions Ep. 080: Fed Removes Forward Guidance, Bitcoin Cycles Break & AI’s Real Impact | Joe Carlasare, American HODL & Dr. Jeff Ross

Bitcoin may be bottoming right now — and Dr. Jeff Ross, American HODL, and Joe Carlasare just laid out exactly why. The Fed dropped forward guidance, MSTR has underperformed Bitcoin by 60%, and leverage is destroying portfolios. Here's the macro update you need to hear.

In this episode you'll get Jeff Ross's case for why we're bumbling along a bear market bottom, Joe Carlasare's breakdown of the most impactful FOMC since the Bernanke era, and American HODL's blunt take on why leverage is not a time machine to being a Bitcoin OG. You'll also learn why Saylor's 32-BTC sale was a deliberate narrative violation, how three global currency blocs are forming around the dollar, gold-backed China, and Bitcoin, and what the rotation into hard assets means for the second half of 2026.

⏱️ Timestamps:
0:00 - Intro
1:32 - Joe on Fed Paradigm Shift and Dropping Guidance
3:49 - Jeff Ross Don't Fight Fiscal Stimulus
5:27 - Dollar Strength Risk-Off Impact on Bitcoin
8:01 - American HODL on Fed Shocking Markets Upside
14:39 - Greenspan-Style Fed Under Kevin Warsh for Bitcoin
16:17 - Iran Geopolitics and Three-Bloc Currency World
23:26 - US Economy Check Manufacturing Real Estate GDP
29:37 - AI Jobs and Low Actual Usage Rates
44:07 - Bitcoin Cycles Debate Case For and Against
47:15 - 2026 Resembles 2022 Treasury Firms vs Exchanges
55:30 - Michael Saylor MSTR Underperformance Narrative Shift
1:00:22 - 32 BTC Sale as Test Transaction Explained
1:05:16 - Leverage Not Shortcut to Bitcoin OG Status
1:10:04 - Q4 2026 Hard Assets Rotation Bitcoin Outlook

🔗 Links & Resources:
• Joe Carlasare on X: @JoeCarlasare
• American HODL on X: @americanhodl8
• Dr. Jeff Ross

💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io

• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1

📌 Previous Episodes:
Doomberg & James Lavish → https://youtu.be/uCQStzvsnEU
Simon Dixon → https://youtu.be/Aza4GAjQffw

⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB

🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV

Follow Us on X:
• BTC Sessions: @BTCsessions
• Nathan: @theBTCmentor

#Bitcoin #BTC #BTCSessions #BitcoinMacro #AmericanHODL #JeffRoss #JoeCarlasare #BitcoinBottom #FedPolicy #HardAssets #BitcoinCycles #MichaelSaylor #MSTR #GeopoliticsAndBitcoin #FiscalDominance #StackSats #Fed #ForwardGuidance #AI #RiskOff #BitcoinAnalysis

BTC Sessions Ep. 079: Housing Crash Exposed, Immigration Crisis & Economy on the Brink | Ben Rabidoux

Canada's private sector is shrinking, homes in Ontario are selling for half their 2021 price, and 525,000 asylum claimants are stuck in a backlog with no real mechanism to remove bad actors. Ben Rabideau has been sounding the alarm since 2021 — and the data is finally catching up.

In this episode, Ben Rabideau — one of Canada's most respected economic analysts — breaks down what the headline GDP numbers are hiding, why consumer confidence is as low as the depths of the 2008 financial crisis, and what the Bank of Canada's next move will hinge on. You'll learn why stripping out public sector employment reveals a deeply negative private sector jobs picture, how Ontario's housing market is producing court-ordered sales at 50 cents on the dollar, and why Ben believes single-family prices may be near a bottom — while rentals have years of decline ahead. You'll also get a clear-eyed look at Canada's asylum system vulnerabilities, the immigration fraud pipeline that ran through colleges like Conestoga, and why an AI policy framework written by an art dealer should concern every Canadian.

⏱️ Timestamps:
0:00 - Intro
1:56 - Technical Recession and Population Decline
2:39 - Ontario BC versus Alberta Economic Split
4:37 - Oil Prices and Alberta Investment Boom
6:06 - Government Policy Well Meaning or Incompetent
10:12 - Immigration Tightening What Has Changed
13:11 - Bank of Canada Rate Cut Binary
15:06 - Stripping Public Sector Jobs Picture
22:10 - Consumer Confidence at Crisis Lows
27:32 - Court Ordered Home Sales at Half Price
32:59 - Boomer Millennial Housing Transfer by 2030s
39:21 - US Housing 30 Year Mortgage Lock In
41:23 - Rising Credit Card and Mortgage Delinquencies
48:10 - Bill C 22 AI and Surveillance Issues
57:29 - Asylum Backlog and Immigration Fraud
1:03:18 - Common Sense Immigration Reforms
1:06:54 - Following Ben Rabideau and Edge Analytics

🔗 Links & Resources:
• Ben's Research: www.edgeanalytics.ca - USE PROMO EDGE30 / EDGE330 to drops monthly/annual subscription price to $30/$330
• Ben Rabidoux on X: https://x.com/BenRabidoux
• Joey on X: https://x.com/JoeyTweeets

💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io

• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1

📌 Previous Episodes:
Doomberg & James Lavish → https://youtu.be/uCQStzvsnEU
Simon Dixon → https://youtu.be/Aza4GAjQffw

⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB

🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV

Follow Us on X:
• BTC Sessions: @BTCsessions
• Nathan: @theBTCmentor

#Bitcoin #BTC #BTCSessions #Canada #CanadianEconomy #CanadaEconomy #CanadaHousing #HousingMarket #HousingCrisis #HousingBubble #CanadaHousingBubble #Recession #CanadaRecession #Immigration #ImmigrationCrisis #ImmigrationFraud #CanadaImmigration #AsylumSystem #BankOfCanada #EconomicWarning #EconomicCrisis #PrivateSector #Canada2026 #OntarioRealEstate #EconomicCollapse #BenRabidoux #BenRabideau #BitcoinEducation #SoundMoney #FixTheMoney #BitcoinPodcast #Cryptocurrency #WarningToAmerica #USAEconomy

BTC Sessions Ep. 078: The Iran War Was Theatrical, FIC Wins & Bitcoin Manipulation Exposed | Simon Dixon

The Iran ceasefire was timed to the SpaceX IPO. The petrodollar is being deliberately broken. And your Bitcoin is being systematically moved into institutional custody — whether you realize it or not. Simon Dixon returns to lay out exactly how the managed transition to a multipolar world works, who's pulling the strings, and why self-custody is the only rational response.

You'll learn why Simon argues China — not the US — won the financial and geopolitical contest, how the closure of the Strait of Hormuz was a manufactured pricing event to concentrate wealth upward, and why BlackRock's new Bitcoin Premium Income ETF is a carrot designed to get you to hand over your keys. You'll also understand the connection between digital ID legislation in the UK and Canada, AI surveillance infrastructure, and the "you will own nothing" endgame Simon has been tracking for years. Specific signals covered include the 30-year yield, the Japan carry trade break, the Bank of Japan rate hike to 1%, and the bond market dynamics that set the timeline for the entire war.

⏱️ Timestamps:
0:00 - Intro
1:14 - Simon Dixon Returns: Iran Deal and SpaceX IPO Timing
1:56 - China Wins: Financial Industrial Complex vs Transnational Capital
3:22 - Netanyahu as Middle Management in Power Hierarchy
3:58 - Multipolar Transition: Middle East as Financial Corridor
5:24 - Sovereign Wealth Funds and Informal Capital Alliance
6:41 - Manufacturing Strait of Hormuz Crisis for Wealth
7:38 - Markets Reveal Iran War as Theater via Oil Gold Bonds
9:25 - Liquidity Needs: Ping-Trump Meeting and SpaceX IPO
11:21 - Managed Transition and Bounded Escalation Explained
14:52 - Iran Deepens China Ties, Israel Pivots to GCC
16:24 - UAE Exits OPEC Breaking Petrodollar for New Security Model
19:46 - Israel Decapitates IRGC Hardliners for Regional Deal
25:16 - Multipolar World AI Dominance and Nuclear Energy Prize
30:48 - Funding Iran's Reconstruction and Revealing Contracts
39:51 - Middle Class Asset Strip Completed or More Ahead
42:38 - Bank of Japan 1% Hike Breaks Carry Trade
48:27 - Digital ID Laws and AI Surveillance Endgame
55:56 - BlackRock and Strategy Centralize Bitcoin Custody
1:01:51 - SBF Celsius and Covert Crypto Deleveraging Networks
1:08:16 - If Trump Serves Americans Nothing Makes Sense

• About Simon Dixon
X: @SimonDixonTwitt
YouTube: https://www.youtube.com/@UC_wNYJCyycXXPmWni2JNZhQ

💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.
👉 Visit btcmentor.io

• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1

📌 Previous Episodes:
Doomberg & James Lavish → https://youtu.be/uCQStzvsnEU
Simon Dixon & Dave Collum → https://youtu.be/cqQ5l2zZxrA

⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB

🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV

Follow Us on X:
• BTC Sessions: @BTCsessions
• Nathan: @theBTCmentor

#Bitcoin #BTC #BTCSessions #SimonDixon #BitcoinSelfCustody #MultipolarWorld #Petrodollar #DigitalID #AISurveillance #BitcoinCustody #FinancialIndustrialComplex #IranDeal #BlackRockBitcoin #JapanCarryTrade #IranWar #GeopoliticsExplained #FollowTheMoney #GlobalReset #MultiPolarWorld #StraitOfHormuz #FinancialIndustrialComplex

Mentor Sessions Ep. 077: US Iran Failure, Bitcoin Bear Market Over & Yield Curve Control | Doomberg & James Lavish

The Iran ceasefire just reshuffled global energy, dollar dominance, and Bitcoin's role as sound money — James Doomberg breaks down what it actually means for your portfolio in 2026.

In this episode, Nathan sits down with James Doomberg — one of the sharpest macro and energy analysts in the space — to unpack the cascade of events reshaping markets right now. You'll learn why the Iran ceasefire is a bigger geopolitical pivot than most investors realize, how the SpaceX IPO may function as a financial suppression tool for retail capital, and why Doomberg believes energy markets are sending misleading signals driven by Chinese demand dynamics and a global overbuild. You'll also see exactly why Bitcoin and gold are rising in tandem — and why Doomberg argues monetary debasement makes that trend structural, not cyclical. Finally, you'll understand what yield curve control would mean for bond holders and why the K-shaped economy is deepening in ways that make sound money more critical than ever.

• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1

⏱️ Timestamps:
00:00 Bitcoin Bear Market is Over
00:10 The Iran War Outcome
00:26 China Flexes Oil Power
00:35 K-Shaped Economy & Credit Card Defaults
00:43 Yield Curve Control & Money Printing
00:52 SpaceX as Financial Suppression
01:09 Intro & Context
06:25 US Achieved None of Its Objectives in Iran
07:34 Gold & Bitcoin Bullish After Iran
08:17 Bear Market in Bitcoin is Over
09:40 A Profound & Historic Outcome
10:20 US Dollar Dominance is Cracking
11:10 Freezing Russian Assets Was a Catastrophic Mistake
14:28 Bitcoin Bear Market is Over (Revisited)
15:38 All Roads Lead to Yield Curve Control
17:45 Multipolar World & Weaker Dollar
19:29 Massive Money Printing is Coming
24:26 Gold & Bitcoin Will Rip Higher
26:32 SpaceX Ponzi as Financial Suppression
32:07 The Lottery Effect & Tax Receipts
37:20 K-Shaped Economy is Getting Worse
46:27 Cantillon Effect Explained
50:14 Oil is Going Way Lower
54:39 What to Watch Next (Fed, Japan, Ukraine)

🔗 Links & Resources:
→ Doomberg Substack: https://doomberg.substack.com
→ https://x.com/DoombergT
→ James Lavish Newsletter (The Informationist): https://jameslavish.substack.com
→ https://x.com/jameslavish

📌 Previous Episodes:
Tom Luongo & Nolan Bauerle → https://youtu.be/XGPaWFavFqk

⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB

🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV

💡BOOK Private Sessions with Nathan, Gary, or Ben at Bitcoin Mentor: Master self-custody, hardware, multisig, Lightning, privacy, and more. 👉 Visit btcmentor.io

Follow Us on X:
• BTC Sessions: @BTCsessions
• Nathan: @theBTCmentor
• Gary: @GaryLeeNY

#Bitcoin #BTC #BTCSessions #BitcoinMacro #Doomberg #JamesLavish #Iran #YieldCurveControl #KShapedEconomy #DollarHegemony #SpaceX #MoneyPrinting #Geopolitics #BitcoinBottom #MultipolarWorld #FinancialSuppression #OilCrash #GoldAndBitcoin #CantillonEffect #CreditCardDebt #BitcoinPrediction #MacroEconomics #IranCeasefire #EnergyMarkets