Is the global monetary system is cracking? In this episode, Joe Consorti explains why gold’s record-breaking surge is a warning signal, how sovereigns are accelerating a shift in global finance, and why bitcoin may soon explode after months of consolidation. We cover the Fed’s race to respond faster to every crisis, what renewed liquidity means for risk assets, and how monetary easing could fuel the next leg of bitcoin adoption. Joe also breaks down Strategy’s STRC and why digital credit could redefine yield as capital moves from fiat to bitcoin-based instruments.

Timestamps:

00:00 - Intro and welcome to The Mustard Seed Podcast

00:35 - Why gold is up 62% in 2025

03:18 - The global monetary reordering underway

06:14 - Why bitcoin can still move violently higher

11:13 - Why bitcoin beats gold as a store of value

13:21 - How banks now view bitcoin as part of the gold trade

16:20 - Why gold is outperforming bitcoin this year

20:35 - How the Fed, shutdowns, and tariffs weigh on bitcoin

24:05 - Why the Fed’s crisis response time keeps accelerating

29:17 - Why the Fed can’t allow a protracted bear market

35:16 - Comparing 2021’s tightening to today’s easing cycle

40:10 - What happens when liquidity returns to markets

44:58 - Introducing digital credit and MicroStrategy’s STRC

48:39 - Why STRC could attract yield-hungry investors

52:09 - Why bitcoin’s next breakout could be explosive

54:29 - Final thoughts and closing advice from Joe Consorti