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 matter, the fight between Kevin Warsh and Scott Bessent over interest rates, and why Jordi is rotating more of his money into Ethereum and Solana. We also discuss AI agents, tokenization, and just how high bitcoin could realistically go.
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- 0:00 - Intro1:01 - Bitcoin's historic recovery & key levels to watch4:49 - South Korea & retail’s role in the bitcoin rally8:56 - Dogecoin, bitcoin & the fundamentally-driven move12:10 - Kevin Warsh, Scott Bessent & the fight over rates22:52 - An AI safety expert's surprising take on bitcoin28:05 - Nvidia's $1B a day & the AI infrastructure trade33:43 - Why Jordi left Wall Street for real-time information37:39 - Is Nvidia stock underpricing its own growth?41:20 - Scarcity, debasement & the bitcoin-gold correlation47:05 - Stablecoins, tokenization & bitcoin as store of value50:53 - How high can bitcoin go?1:01:04 - Jordi’s upcoming video