Why Bitcoin Wins No Matter What The Fed Does | Jordi Visser

Why Bitcoin Wins No Matter What The Fed Does | 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 the timing for the next bitcoin bull market, why the Clarity Act could send bitcoin to $100K, and how AI's exponential progress is leaving the market mispriced. We also discuss the Fed's rate decision, the Trump-Bessent-Warsh alignment on AI and crypto, and why the AI bubble skeptics have it backwards.

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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at lava.xyz/POMP

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TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore

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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 https://www.simplemining.io/pomp

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  • 0:00 - Intro
  • 0:57 - Do interest rates even matter anymore?
  • 4:44 - Static vs Dynamic investors
  • 9:30 - AI agents vs hedge funds vs retail: the new market structure
  • 12:01 - How do you actually value crypto? (Robinhood chain & tokenization)
  • 23:09 - Timing the next bitcoin bull market
  • 27:05 - AI news dump: Astra, hacking scares & the AGI debate
  • 35:27 - The Fed's rate decision: three scenarios
  • 42:20 - Bessent, Warsh & Trump's Fed alignment
  • 50:54 - Bitcoin, AI & Space as $2 trillion assets

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Jaksot(1783)

Billionaire Reveals The 41 Principles That Built a $125B Empire | Chase Koch

Billionaire Reveals The 41 Principles That Built a $125B Empire | Chase Koch

Chase Koch is a member of the Koch family and leads Koch Disruptive Technologies at Koch Industries, one of the largest private companies in America. In this conversation, we break down the 41 princip...

9 Syys 1h 28min

China Is About To Catch The US In AI (Here's The Timeline) | Justin McAfee

China Is About To Catch The US In AI (Here's The Timeline) | Justin McAfee

Justin McAfee is an AI researcher at Delphi Digital. In this conversation, we break down why Chinese AI labs are closing the gap with America's frontier models, the innovations forced by US export con...

8 Syys 28min

Bitcoin Is Entering Its Most Powerful Wave Ever | Jordi Visser

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-dri...

5 Syys 55min

Bitcoin to $1 Million?! | Jordi Visser

Bitcoin to $1 Million?! | 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 bitcoin's historic recovery and the key levels that...

29 Elo 1h 3min

Bitcoin Is Going To $250,000 (Here's Why) | Arthur Hayes

Bitcoin Is Going To $250,000 (Here's Why) | Arthur Hayes

Arthur Hayes is the CEO of Flop Labs and CIO of Maelstrom. In this conversation, we break down Treasury Secretary Scott Bessent's money printing playbook, the controversy around Stanley Druckenmiller'...

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The AI Safety Expert Reveals His #1 Fear! | Dr. Roman Yampolskiy

The AI Safety Expert Reveals His #1 Fear! | Dr. Roman Yampolskiy

Dr. Roman Yampolskiy is a professor of computer science at the University of Louisville and one of the world's leading AI safety researchers, credited with coining the term "AI safety" over a decade a...

24 Elo 1h 10min

Bitcoin Just Had Its Biggest Week In History | Jordi Visser

Bitcoin Just Had Its Biggest Week In History | 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 bitcoin's explosive weekly surge and why this "sigm...

22 Elo 58min

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