Over The Horizon: A Bitcoin Podcast

In this episode of Over The Horizon, I’m joined by Caleb Franzen, Founder of Cubic Analytics, to break down why Bitcoin’s crash to $67,000 matters and what the data says about where price could go next.

Caleb explains why the breakdown below the 2-day 200 moving average is so important, how risk appetite is collapsing across speculative assets, and how investors should think about survival, capitulation, and accumulation during a Bitcoin bear market.

We cover:

• Why the 2-day 200 moving average breakdown matters

• How Bitcoin trades as a risk asset alongside software stocks

• Where key support levels sit if downside continues

• What capitulation really looks like in a bear market

• Why Bitcoin’s long-term thesis remains intact despite near-term pain

• How to think about accumulation during periods of fear

If you care about protecting capital now so you can win big later, this is a must-watch.

Follow Caleb on X → https://x.com/CalebFranzen

Cubic Analytics → https://cubicanalytics.substack.com

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation

Follow Joe on X → https://x.com/JoeConsorti

00:00 Introduction to Bitcoin Analysis

01:43 Navigating Market Trends and Indicators

04:23 Balancing Bullish and Bearish Sentiments

06:39 Identifying Key Support Levels

09:55 Understanding Market Dynamics and Correlations

17:04 Risk Appetite and Its Impact on Bitcoin

24:29 Evaluating Economic Indicators and Their Relevance

26:17 The Primacy of Price in Market Analysis

28:31 Understanding Macroeconomic Indicators and Their Impact

29:22 Bitcoin's Influence on Equity Markets

31:50 Navigating Market Trends and Speculative Risks

33:13 The Role of Technical Indicators in Market Analysis

36:32 Capitulation Events and Market Psychology

39:32 The Transition of Bitcoin: From Risk Asset to Reserve Asset

44:58 Using Undervalued Indicators for Market Advantage

50:22 Strategizing for Long-Term Success in Bitcoin Investment

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise

Rajat Soni is a CFA charterholder who worked in traditional finance for nearly a decade. Today, he creates personal finance and bitcoin content full time.

In this episode, we break down why bitcoin is cash, why real estate became financialized into a distorted savings vehicle, and why inflation is required for the current system to function. We discuss why “bitcoin has no cash flow” misses the point entirely, why leverage is dangerous for most people, how emergency funds should actually be structured, and why real wealth is built during bear markets, not bull markets.

Rajat also lays out his long-term thesis for why bitcoin could reach $10,000,000 as it absorbs the monetary premium from real estate, bonds, gold, and other traditional stores of value.

Guest links

Rajat on X → https://x.com/Rajatsoni

Rajat on YouTube → https://www.youtube.com/@rajatsonifinance

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation

Follow Joe on X → https://x.com/JoeConsorti

Timestamps

00:00 Introduction and Rajat’s background

05:56 Why bitcoin is different from every other asset

13:00 Real estate as a financialized savings account

19:29 Cash vs bitcoin in financial planning

23:03 Why owning bitcoin changes decision-making

26:12 Leverage, debt, and emergency funds

32:57 Why the system cannot allow deflation

35:18 Inflation and asset ownership

36:45 Building wealth in bear markets

40:46 Long-term thinking and time horizons

43:19 Bitcoin vs gold

47:59 How to properly learn bitcoin

53:49 The biggest financial mistakes people make

58:00 Bitcoin’s long-term potential

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise

In this episode, I sit down with British HODL, one of the most direct voices in Bitcoin and a former real estate, gold, and TradFi investor who went all-in after understanding Bitcoin’s monetary nature.

We cover why Bitcoin is now the global liquidity sink, why BlackRock’s ETF was the most important event in Bitcoin’s history, and why the four-year cycle is effectively over. We also dig into Bitcoin versus real estate, capital flight from housing, institutional absorption, and why owning Bitcoin has become a question of allocation rather than belief.

Topics we discuss:

• Why Bitcoin is absorbing global liquidity

• Real estate’s declining role as a store of value

• Why BlackRock’s ETF changed everything

• The death of the four-year cycle narrative

• Institutional absorption vs retail speculation

• Why Bitcoin still looks “boring” before its next major move

• British HODL’s $340k Bitcoin thesis before the next halving

If you’re trying to understand where Bitcoin sits in the global financial system today, and what actually matters from here, this conversation lays it out clearly.

Guest links

Follow British HODL on X → https://x.com/BritishHodl

British HODL on YouTube → https://www.youtube.com/@britishhodl23

Follow Joe on X → https://x.com/JoeConsorti

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation

00:00 Introduction to Bitcoin and British Hodl's Background

03:00 Transition from Traditional Assets to Bitcoin

05:38 Bitcoin vs. Gold: Understanding Market Perceptions

08:30 Liquidity and Market Dynamics

11:34 Diminishing Returns and Bitcoin's Future

14:22 Institutional Adoption and the BlackRock ETF

17:16 Securitization of Bitcoin and Market Implications

20:00 Real Estate's Role in the Bitcoin Economy

23:12 Young Investors and the Future of Asset Ownership

26:38 The Evolution of Bitcoin's Value Proposition

29:15 Michael Saylor's Bitcoin Strategy

31:52 Portfolio Management and Bitcoin

34:50 Retail Behavior and Market Manipulation

38:48 The Four-Year Cycle and Market Dynamics

47:26 BlackRock's Influence on Bitcoin

50:12 The Power of a Simple Message

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise

In this episode, I’m joined by Grant Cardone to break down one of the most important investing conversations happening right now: bitcoin and real estate.

We start with what’s happening on the ground. Grant’s Malibu home was damaged in the Palisades fire, and more than a year later, California still won’t allow basic repairs. From there, we unpack how regulation, taxation, and political incentives are reshaping where capital flows.

Then we get into the core framework Grant uses today:

• Why real estate works for cash flow, but struggles as a long-term growth asset

• Why bitcoin has emerged as a superior growth and opportunity-cost hedge

• How Cardone Capital is combining real estate income with bitcoin on the balance sheet

• Why Grant believes the REIT industry is overdue for disruption

• What wealth building actually looks like in a system that keeps changing the rules

We also close on mindset. Why resentment toward money repels it, why respect for capital matters, and how long-term wealth is built across cycles.

This is a deep, honest conversation about capital, incentives, and positioning yourself for what comes next.

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation

Follow Grant on X → https://x.com/GrantCardone

Follow Joe on X → https://x.com/JoeConsorti

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise

In this New Year’s Eve episode of Over The Horizon, I’m joined by Tad Smith, Partner at 50T Funds and former CEO of Sotheby’s and the Madison Square Garden Company.

We reflect on one of the strangest market years in recent memory and look ahead to what 2026 may bring.

We cover:

• Why silver and gold dominated 2025 while bitcoin lagged

• The rise of speculative behavior and the “prison of financial mediocrity”

• AI’s impact on white-collar jobs and the future of work

• Whether AI creates abundance or accelerates inequality

• Bitcoin’s role as hard money in a world of expanding social safety nets

• The future of art in the age of AI

• Why bitcoin treasury companies struggled in 2025

• Bitcoin vs gold vs real estate as long-term stores of value

• Tad’s outlook for liquidity, markets, and geopolitics in 2026

Follow Tad on X → https://x.com/TadTweets

Follow Joe on X → https://x.com/JoeConsorti

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation

00:00 Reflections on 2025: A Year of Surprises

01:34 The Impact of Financial Hardship on Behavior

04:28 The Rise of Monetary Metals

07:24 The Prison of Financial Mediocrity

10:00 The Role of AI in the Economy

12:57 The Future of Work and Job Displacement

15:55 Bitcoin and Hard Money in an Abundant Future

18:54 AI and the Future of Art

29:01 The Nature of Art and Creativity

31:54 The Value of Human Art in a Digital Age

35:43 Bitcoin Treasury Companies: Performance and Challenges

38:29 The Impact of Volatility on Bitcoin

47:44 Bitcoin vs. Gold and Real Estate: The Future of Value

51:00 Looking Ahead: Predictions for 2026

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise

In this episode of Over The Horizon, I’m joined by Lawrence Lepard, Managing Partner at Equity Management Associates, co-founder of the Bitcoin Opportunity Fund, and author of The Big Print.

We focus on why the next bitcoin cycle could be far larger than many expect, with Lawrence laying out a framework that points to $250k+ bitcoin as monetary policy, debt growth, and inflation pressures collide. We also discuss why gold tends to lead during periods of debasement, and why bitcoin historically follows with greater magnitude.

We cover:

• Why the Fed’s latest balance sheet expansion is effectively money printing

• The debt doom loop and fiscal dominance

• Why gold leads and bitcoin follows harder

• Lawrence’s framework for a $250k+ bitcoin cycle

• Whether the four-year bitcoin cycle still applies

• What rising adoption means for bitcoin’s long-term trajectory

If you’re trying to understand where bitcoin could go next and what’s driving this cycle beneath the surface, this conversation connects the dots.

Follow Lawrence Lepard on X → https://x.com/LawrenceLepard

Follow Joe on X → https://x.com/JoeConsorti

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise

In this episode, Mark Yusko joins me for a wide-ranging conversation on innovation, Bitcoin, AI, the Federal Reserve, and the forces shaping the next decade of markets.

We cover:

• How innovation functions as an asset class

• Why inflation is theft and how the Fed creates a K-shaped economy

• Market manipulation, price controls, and why interest rates should be set by markets

• The role of data, chips, and AI in the next global power shift

• Bitcoin’s four-year cycle, Metcalfe’s Law valuation, and expectations heading into 2026

• Why decentralized systems matter more than ever

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation

Follow Joe on X → https://x.com/JoeConsorti

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise

In this episode of Over The Horizon, I sit down with Jesse Myers, Head of Bitcoin Strategy at The Smarter Web Company, for one of the most comprehensive breakdowns yet of what’s really happening inside Bitcoin treasury companies.

We dig into:

• Why SmarterWeb now holds 2,664 BTC, making it the UK’s largest Bitcoin treasury

• How the tide went out on Bitcoin treasuries over the last four months

• The hedge-fund short trade (the “Chanos trade”) and how it distorted valuations

• How PIPE deals created toxic incentives — and why retail holders paid the price

• The difference between SmarterWeb’s model and the wave of copycat structures

• What sub-1× MNAV really means and why buybacks become extremely powerful there

• Why Bitcoin measured in gold terms shows we haven’t had a real bull market yet

• OG whales vs. the new institutional bid (ETFs, sovereign entities, fixed-income allocators)

• Why Bitcoin treasury companies will become pipelines for TradFi capital

• The coming rise of Bitcoin-powered fixed-income and “digital credit” markets

Jesse lays out how Bitcoin treasury companies actually work, how they access capital market tools unavailable to individuals, and why this is only the first year of a decades-long shift in how global capital allocators buy bitcoin.

If you want to understand the mechanics, risks, and future trajectory of Bitcoin treasury companies, this is the episode.

Follow Jesse on X → https://x.com/Croesus_BTC

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Schedule a 1-on-1 consultation → https://calendly.com/d/cryw-39y-2j4/horizon-consultation

Follow Joe on X → https://x.com/JoeConsorti

00:00 Introduction to Bitcoin Strategy and Smarter Web

01:37 Current State of Bitcoin Treasury Companies

04:22 Market Sentiment and Bitcoin Valuation

07:21 Impact of Hedge Funds on Bitcoin Treasury Companies

09:50 The Role of PIPE Deals in Market Dynamics

11:59 SmarterWeb's Unique Approach to Bitcoin Treasury

14:27 Share Buybacks and Their Implications

17:05 Future Outlook for Bitcoin and Treasury Companies

19:26 Bitcoin's Current Market Dynamics

25:47 Institutional Influence on Bitcoin

32:18 Understanding Bitcoin Treasury Companies

39:13 Future Trends in Bitcoin and Finance

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise

Bitcoin is down almost 30% from its October high — but under the surface, liquidity, treasury demand, and digital credit markets are accelerating.

I sat down with Ben Werkman, CIO at Strive, to break down Bitcoin’s market structure, the rise of perpetual preferred equity, Strive’s financial product roadmap, and why companies are rushing to adopt bitcoin as an infinite-duration treasury asset.

We cover:

• Bitcoin’s price action and liquidity backdrop

• Why bitcoin is the only asset that combats monetary debasement

• Strive’s treasury strategy and preferred equity model

• The rise of yield-based digital credit

• How bitcoin-backed securities will evolve

• What investors misunderstand about digital credit

GUEST LINKS:

Follow Ben on X → https://x.com/BenWerkman

Strive Website → https://strive.com/

Follow Strive on X → https://x.com/strive

Follow Joe on X → https://x.com/JoeConsorti

HORIZON LINKS:

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise

Chris Drzyzga joins me to unpack how Bitcoin is fundamentally changing commercial real estate — a $37 trillion market facing structural decline.

We discuss how Bitcoin is emerging as a competitor for real estate capital, the idea of dual-collateralized financing, and why traditional investment strategies are breaking down. Chris outlines his “four-pillar” framework for the new era of property ownership — from Bitcoin treasury management and energy optimization to PropTech and modular improvements.

If you’re in real estate or just curious how Bitcoin intersects with hard assets, this episode is essential viewing.

Follow Chris on X → https://x.com/ChrisDrz

Follow Joe on X → https://x.com/JoeConsorti

Stack Bitcoin using your home equity → https://joinhorizon.com

See your home's Bitcoin potential → https://joinhorizon.com/calculator

00:00 Introduction to Chris Drzyzga and His Journey

02:49 The Financialization of Bitcoin and Real Estate

05:50 The Alarm Bells of Real Estate

08:46 The Changing Landscape of Commercial Real Estate

11:47 The Impact of Technology on Office Space

14:53 Short-Term Hold Periods and Market Fragility

18:12 The Shift in Commercial Real Estate Investment Strategies

21:11 The Competition Between Bitcoin and Real Estate

23:45 Dual Collateralization in Real Estate Financing

33:22 Understanding Bitcoin's Role in Real Estate Investment

40:43 The Four Pillars of Modern Real Estate Strategy

48:20 Navigating Regulatory Challenges in Real Estate

55:52 Envisioning the Future of Commercial Real Estate

01:01:15 Taking Action: Integrating Bitcoin into Real Estate

Disclaimer: Horizon is a technology company that helps users buy and custody their Bitcoin and does not directly provide financial or investment services. Horizon connects homeowners with licensed home equity investment providers but does not act as an agent or broker for the homeowner or any third party. Homeowners should consult their financial, tax, or legal advisor before making any investment decision. For additional information, please refer to our FAQ, terms and conditions, and our preferred providers' websites.

#Bitcoin, #RealEstate, #CommercialRealEstate, #InvestmentStrategy, #DualCollateralization, #BitcoinFinance, #PropertyMarket, #Financialization, #EnergyOptimization, #PropTech, #MarketTrends, #CapitalStrategy, #BitcoinAdoption, #RealEstateInnovation, #Regulation, #Redevelopment

Subscribe to Over The Horizon: A Bitcoin Podcast on Soundwise