I sat with
@jvisserlabs this week to discuss:
- bitcoin's historic recovery
- current interest rate situation
- debate between Warsh/Bessent/Druckenmiller
- why Jordi is buying ETH and SOL
- how good AI agents are becoming
- tokenization
- bitcoin to $1 million?
YouTube:
Spotify:
Apple:
TIMESTAMPS:
0:00 - Intro
1:01 - Bitcoin's historic recovery & key levels to watch
4:49 - South Korea & retail’s role in the bitcoin rally
8:56 - Dogecoin, bitcoin & the fundamentally-driven move
12:10 - Kevin Warsh, Scott Bessent & the fight over rates
22:52 - An AI safety expert's surprising take on bitcoin
28:05 - Nvidia's $1B a day & the AI infrastructure trade
33:43 - Why Jordi left Wall Street for real-time information
37:39 - Is Nvidia stock underpricing its own growth?
41:20 - Scarcity, debasement & the bitcoin-gold correlation
47:05 - Stablecoins, tokenization & bitcoin as store of value
50:53 - How high can bitcoin go?
1:01:04 - Jordi’s upcoming video