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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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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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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