Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin’s price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the future economy. We wrap with a sharp look at the Fed, interest rates, deflation signals, and why easy money is still flowing through the system. ======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (<a href="https://figuremarkets.co/pomp" target="_blank" rel="ugc noopener noreferrer">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" rel="ugc noopener noreferrer">https://www.figuremarkets.co/pomp</a> Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy’s Golden Visa with one strategy. Claim your free strategy call at <a href="https://www.bitizenship.com/pomp." target="_blank" rel="ugc noopener noreferrer">https://www.bitizenship.com/pomp.</a>======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit <a href="https://www.simplemining.io/" target="_blank" rel="ugc noopener noreferrer">⁠https://www.simplemining.io/⁠</a>======================Timestamps: <ul><li>0:00 – Intro</li><li>1:50 – How to evaluate bitcoin right now</li><li>6:29 – The AI boom impact on asset prices & macro environment</li><li>11:59 – Deflation impact & Elon says will work be optional?</li><li>18:25 – Evaluating jobs data in an AI-driven economy</li><li>25:57 – The AI impact on the economy</li><li>41:42 – Michael Burry & Elon’s view on the economy & the future</li><li>48:16 – Where to find Jordi’s content</li></ul>

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Bitcoin & AI Just Hit A MAJOR Inflection Point | Jordi Visser

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