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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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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• 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

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's AI-written op-ed, and why bitcoin got overshadowed by the AI trade in 2025. We also discuss gold's next move, how Arthur allocates across bitcoin, gold, and public equities, and his new project tokenizing AI compute itself.

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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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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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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

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• 0:00 - Intro
• 1:09: - Bessent, Treasury printing & Druckenmiller's op-ed
• 7:21 - Bitcoin & gold's reaction to money printing signals
• 10:06 - Real estate, land & inflation hedges
• 12:55 - Bitcoin's next 12 months & why it lagged AI
• 17:49 - Bitcoin adoption catalysts & sovereign buyers
• 20:49 - Gold's outlook, portfolio allocation & public equities
• 26:14 - Stablecoins, tokenization & real world assets
• 30:15 - ETH will have a hater rally?
• 31:47 - Hyperliquid & Arthur's most asymmetric bet
• 34:33 - Flop: tokenizing AI compute
• 46:17 - Money printing, scarcity vs abundance & closing thoughts

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 ago. In this conversation, we break down why he believes superintelligence may be fundamentally uncontrollable, and the recent incidents of AI models hacking, lying, and blackmailing their way out of containment. We also get into the surprising relationship between AI and bitcoin, the collapse of trust from deepfakes, and what happens to jobs and society once we cross the AGI threshold.

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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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• 0:00 - Intro
• 0:50 - Have we already hit AGI?
• 2:51 - Why we can't control superintelligence
• 5:14 - Could a global ban on superintelligence actually work?
• 8:45 - Are AI labs really taking safety seriously?
• 15:52 - Mass job loss & the economics of AGI
• 22:03 - The surprising link between AI & bitcoin
• 29:07 - A world of AI abundance, & why scarcity wins
• 31:45 - AI watermarks, & the death of trust
• 35:33 - Pros & Cons of physical AI world
• 38:40 - What would it take to trust humanoid robot?
• 39:50 - Brain computer interfaces: a good idea?
• 42:25 - Rise & risks of deapfakes
• 49:40 - Controlling AI: Governments vs private companies
• 54:07 - Open source vs closed, & the US vs China AI race
• 57:34- Is bitcoin the one crypto project built to last?
• 1:01:40 - Limitations of physical AI: bottlenecks & shortages
• 1:03:50 - Impact of healthcare with AI 11
• 1:06:09 - What would it take to actually declare AGI?
• 1:09:35 - How the public can help with AI safety