Bitcoin Is Entering Its Most Powerful Wave Ever | Jordi Visser

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why rising interest rates may not derail the AI-driven economy, bitcoin's path to new highs and the four-year cycle debate, and how AI agents are already reshaping markets, business management, and crypto adoption. We also cover tokenization, portfolio allocation, and why a 0% crypto weighting no longer makes sense.

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• 0:00 - Intro
• 0:58 - Why interest rates won't derail the AI-driven economy
• 13:43 - Bitcoin, stocks & the money printing trade
• 20:28 - Tokenization, AI agents & the next wave of investment opportunities
• 22:42 - Bitcoin's path to $100K & the four-year cycle debate
• 29:11 - AI agents are already changing how business gets done
• 35:07 - Markets never sleep: how agents are reshaping trading
• 38:06 - Managing AI agents like a team
• 46:01 - Using AI to cut through market fear
• 52:01 - Why every portfolio needs crypto exposure