Bitcoin Is About to Explode — The Fed Just Ran Out of Tools | 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 the last two weeks may be the most important stretch in bitcoin's history, the US-Japan yen intervention, and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX.

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• 0:00 - Intro
• 0:54 - Why the last two weeks may be the most important in Bitcoin's history
• 8:17 - What should the Fed do next?
• 13:39 - AI stocks bounce hard: was that the bottom?
• 21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race
• 25:57 - How to position your portfolio for the compute boom
• 33:26 - What frontier models get wrong (and why big companies move slow)
• 38:40 - Google's talent exodus: is the stock at risk?
• 41:23 - Does calendar seasonality still matter?
• 42:43 - Valuing SpaceX: the compute business vs. the space hype
• 44:42 - What's coming in Jordi's video this week