Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation, we break down the recent sell-off in asset prices — why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordy believes capital could rotate over the next 12–16 months. We also dig into Bitcoin’s lackluster performance, whether investors should be worried, and how to interpret the current market environment.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: <a href="http://pompdesk.com/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (<a href="https://figuremarkets.co/pomp" target="_blank">https://www.figuremarkets.co/pomp</a>), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! <a href="https://figuremarkets.co/pomp" target="_blank">https://www.figuremarkets.co/pomp</a> Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana’s growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at <a href="https://defidevcorp.com/sol-to-10k" target="_blank" rel="noopener noreferer">SolanaTo10K.com</a>.======================<a href="https://bitcoinira.com/pomp/" target="_blank">BitcoinIRA</a>: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to <a href="https://bitcoinira.com/pomp/" target="_blank">https://bitcoinira.com/pomp/</a> to earn up to $1,000 in rewards.======================Timestamps: <ul><li>0:00 – Intro</li><li>1:49 – Why assets are selling off with no clear catalyst</li><li>8:15 – Will markets stabilize into year-end?</li><li>10:24 – The CoreWeave bottleneck & AI infrastructure limits</li><li>12:37 – The next big theme: AI + pharmaceuticals</li><li>18:53 – Innovation waves: humanoids, pharma, bitcoin</li><li>25:04 – Bitcoin sentiment, distribution & long-term thesis</li><li>38:32 – Jordi’s winners through 2026</li></ul>

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Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser

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