<p>Mentor Sessions Ep. 081: Peter St. Onge and Larry Lepard discuss Fed rate cuts in 2026, AI industry bailout risk, Bitcoin price outlook,</p><p>US debt debasement, and gold targets.</p><p><br></p><p>The Fed&#39;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&#39;s tough talk is a script, not a policy, and what that means for sound money holders in 2026.</p><p><br></p><p>You&#39;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&#39;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&#39;s evolving playbook. If you&#39;re trying to understand where macro is heading and how to position in sound money, this is the conversation.</p><p><br></p><p>⏱️ Timestamps:</p><p>0:00 - Intro</p><p>1:00 - Warsh: Hawk or Secret Dove?</p><p>2:40 - Warsh More Dovish Than Rhetoric</p><p>5:00 - Balance Sheet Hawks Get Punched</p><p>6:25 - Rate Cuts Locked in Pre-Election</p><p>9:29 - Debt Forces Money Supply Growth</p><p>10:30 - AI Sets Up Government Bailout</p><p>13:43 - Bitcoin Volatility and Long View</p><p>14:25 - AI Crony Capitalism Playbook</p><p>17:28 - AI Commoditizes in Three Weeks</p><p>19:24 - Dot-Com Lessons for AI Buildout</p><p>29:03 - Legitimate AI Grievance Energy Costs</p><p>33:37 - Europe&#39;s Decline and US Advantage</p><p>37:18 - Japan Yen Debasement Midterm Play</p><p>46:34 - Saylor Strategy Bear Market Attacks</p><p>51:59 - Bitcoin Mirrors Fiat Boom Bust</p><p>54:07 - Gold Silver Bitcoin 2026 Targets</p><p>57:52 - Monetary Debasement Trade Accelerates</p><p>1:00:10 - Markets Embarrass Most Investors</p><p><br></p><p>🔗 Links &amp; Resources:</p><p>→ Professor Peter St. Onge on X: https://x.com/profstonge</p><p>→ Professor Peter St. Onge: https://www.profstonge.com/</p><p>→ Larry Lepard / EMA Gavekal: https://www.ema2.com</p><p>→ Lawrence Lepard: https://x.com/LawrenceLepard</p><p><br></p><p>💡BOOK Private Sessions with Nathan, Benn and the BTC Mentor Team: Master self-custody, hardware, multisig, Lightning, privacy, and more.</p><p> 👉 Visit btcmentor.io </p><p><br></p><p>• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1</p><p><br></p><p>📌 Previous Episodes: </p><p>Joe Carlasare, American HODL &amp; Dr. Jeff Ross → https://youtu.be/i14Y81EGcVY</p><p><br></p><p>⚡ POWERED by Abundant Mines: Fully managed Bitcoin mining. Learn more at https://qrco.de/bgYKPB</p><p><br></p><p>🔒 Lockdown your Bitcoin with the BEST gear on the market from Coinkite. Get the 5% Off the COLDCARD visit: https://qrco.de/bfiDBV</p><p><br></p><p>Follow Us on X:</p><p>• BTC Sessions: @BTCsessions</p><p>• Nathan: @theBTCmentor</p><p><br></p><p>#Bitcoin #BTC #BTCSessions #FedRateCuts #MonetaryDebasement #BitcoinPriceTarget #GoldOutlook #LarryLepard #PeterStOnge #SoundMoney #MichaelSaylor #AIBubble #BitcoinBearMarket #MacroEconomics #USDollarCollapse #ArtificialIntelligence #BitcoinPodcast #MonetaryPolicy #HardMoney</p>