Bitcoin & AI Just Hit A MAJOR Inflection Point

Jordi Visser (@JordiVisserLabs) 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.

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⏰ TimeStamps:
0:00 - Intro
0:56 - How to evaluate bitcoin right now
5:35 - The AI boom impact on asset prices & macro environment
11:05 - Deflation impact & Elon says will work be optional?
17:31 - Evaluating jobs data in an AI-driven economy
25:03 - The AI impact on the economy
40:48 - Micheal Burry & Elon’s view on the economy & the future
47:22 - Where to find Jordi’s content

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