I sat down with @jvisserlabs to discuss why Wall Street is about to FOMO into bitcoin & crypto. He explains why bitcoin is holding up through bad news and how consumer AI agents are reshaping markets. We also discuss BlackRock's AI and crypto paper, Visa and Mastercard, compute, tokenization, and the bitcoin outlook for the next six months. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:56 - Why bitcoin & crypto are holding up so well 3:43 - Wall Street FOMO & why Visa/Mastercard get disrupted 7:20 - Bitcoin’s iPhone moment 15:04 - AI agent memory & the consumer agent race 23:13 - What happens when a competitor blocks AI agents? 25:05 - BlackRock's AI & crypto paper 30:36 - Will consumer agents move Meta & Mag 7 stocks? 35:14 - AI breakthroughs & jobs 43:45 - Bitcoin outlook for the next 6 months