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 - Intro
• 1:01 - Bitcoin's historic recovery & key levels to watch
• 4:49 - South Korea & retail’s role in the bitcoin rally
• 8:56 - Dogecoin, bitcoin & the fundamentally-driven move
• 12:10 - Kevin Warsh, Scott Bessent & the fight over rates
• 22:52 - An AI safety expert's surprising take on bitcoin
• 28:05 - Nvidia's $1B a day & the AI infrastructure trade
• 33:43 - Why Jordi left Wall Street for real-time information
• 37:39 - Is Nvidia stock underpricing its own growth?
• 41:20 - Scarcity, debasement & the bitcoin-gold correlation
• 47:05 - Stablecoins, tokenization & bitcoin as store of value
• 50:53 - How high can bitcoin go?
• 1:01:04 - Jordi’s upcoming video