Episode Details

Jordi Visser is back by popular demand. I shared something I've been noticing all year — that Bitcoin sentiment feels different this cycle, less like a movement to fix a broken system and more like a line item in a portfolio.

He pushed back harder than I expected. His argument is that the old financial system is breaking in front of us, a new one is forming faster than people think, and Bitcoin is the piece of it he's certain survives. We discuss:

• Whether the sudden push for AI regulation was coordinated, and who benefits
• His response to the argument that the data center debt looks like 2008 housing
• Why he says you can't understand where Bitcoin goes next without watching the rest of crypto
• Where he agrees with Michael Saylor, and where he says he sees Bitcoin differently than anyone he knows
• Why worrying about the future is the habit that costs investors the most
• Why he walked away from a top job at Morgan Stanley after 9/11

Follow Jordi Visser on X https://x.com/jvisserlabs

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