Is Bitcoin Becoming a Safe Haven? Digital Credit, War, and Oil | Joe Consorti

Bitcoin is holding firm as equities, gold, and silver decline amid rising geopolitical tension, signaling a potential shift in how the asset behaves during global stress. We break down the macro forces driving markets, the rise of digital credit as a Bitcoin demand engine, and how AI is accelerating a new financial paradigm.Timestamps:00:00 – Intro and Bitcoin’s move from $90K to ~$70K03:30 – Key levels, market structure, and has the bottom formed04:00 – Is Bitcoin broken? The 5-year CAGR debate07:00 – Why Bitcoin performance depends on timeframe08:20 – Bitcoin vs war: why it’s holding up12:00 – Liquidity, narratives, and decoupling from other assets17:30 – Rising interest rates, oil, and macro pressures22:50 – Oil spikes and recession risk28:10 – Digital credit finds product-market fit32:30 – The Bitcoin demand flywheel and scaling capital33:20 – Time horizons, volatility, and investor behavior35:30 – Why digital credit unlocks institutional adoption37:45 – Track record building during volatility40:20 – Gold and silver crash: what’s happening43:30 – Long-term outlook for gold vs Bitcoin46:20 – AI acceleration and economic impact49:30 – Rising uncertainty and the future of work52:00 – AI, money printing, and Bitcoin’s role54:00 – Final thoughts and where to follow Joe