Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI trade and why it’s far from over, the memory shortage driving Micron, which AI models are winning and losing, how agentic loops are replacing white collar jobs, why bitcoin and the debasement trade are selling off — and what comes next.

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Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com

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⏰ TimeStamps:
0:00 – Intro
1:13 – Is the AI trade over?
4:11 – Micron, memory shortage, & the AI supply chain
9:54 – Intel, TSMC & the AI arms race
13:11 – Claude vs. ChatGPT vs. Gemini
24:26 – Agentic loops & job displacement
29:50 – What is the impact of regulation?
34:55 – Stripe, solopreneurs & AI commerce
38:12 – Bitcoin, gold & the debasement selloff
43:11 – Tokenization & bitcoin’s third wave
45:04 – Jordi’s upcoming video

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Three frameworks. All have been right for decades. Right now they’re telling three different stories about the same window of time.

Livermore’s 14-phase blueprint says smart money starts leaving in 2027-2028. The 100-year S&P cycle says the real peak doesn’t arrive until 2034. And Bitcoin’s four-year cycle says its moment comes in 2029 — sitting uncomfortably between both.

They can’t all be right. Something breaks.

In this video I build the full case for each framework, show you exactly where they collide, and give you my honest read on which scenario is most likely — and what it means for your portfolio.

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0:00 Three Frameworks One Window
0:37 The Livermore Blueprint
1:23 We Just Entered Phase Six
2:13 Smart Money Exits First
3:36 The 100 Year Pattern
4:55 The 2034 Peak Explained
5:40 Which Framework Is Right
6:41 Where Your Cash Should Be
7:20 Bitcoins Awkward 2029
8:41 My Honest Read

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#bitcoin #crypto #investing #cryptocurrency #cryptocurrencies #altcoins #cryptobullrun #ethereum

Disclaimer
This content is intended purely for general knowledge and educational discussion. It is not financial advice, a recommendation, or a financial promotion under the laws of any jurisdiction. Nothing shared here should be interpreted as an offer to buy or sell any virtual asset, financial product, or security. The material is not tailored to any specific investor profile and is not intended to guide investment decisions.
All views expressed are personal opinions or general commentary for informational purposes only. Unless explicitly stated, no part of this content has been sponsored, commissioned, or endorsed by any issuer, platform, or third party. Virtual Assets involve significant risk and can be extremely volatile. You could lose some or all of
your investment, and there are no legal or financial protections in place. Some assets may be illiquid, difficult to transfer, or subject to irreversible transactions.
Past results do not predict future performance. This content does not imply that investing is easy, safe, or guaranteed to yield returns. Where partnerships or paid collaborations are involved, those will be clearly marked in accordance with applicable disclosure requirements. Please do your own research and speak with a qualified advisor before making any investment. Only invest what you’re fully prepared to lose.

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Video by Austin:
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Follow Austin on X: https://twitter.com/AustinArnol

TimeStamps:
00:00 Intro
00:55 Legendary Investor SLAMS Crypto on CNBC
05:49 Gets Owned in Real Time
08:25 Bitcoin Closes Under 200-Week MA

***********************************************************************
#Bitcoin #Cryptocurrency #News #Ethereum #Invest #Metaverse #Crypto #Cardano #Binance #Chainlink #Polygon #Altcoin #Altcoins #DeFi #CNBC #Solana

***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST ENTERTAINMENT! USE ALTCOIN DAILY AS A STARTING OFF POINT!

Bitunix, WEEX, Binance are exchange partners for the channel.

*The channel is not responsible for the performance of sponsors and affiliates.

Disclosures of Material holdings:
Most of my crypto portfolio is Bitcoin, then Ethereum, but I hold many cryptocurrencies, possibly ones discussed in this video.

Material holdings over $5000 (in no particular order): BTC, ETH, SOL, DOT, SUPER, LINK, LMWR, HEART, BORG, ONDO, SUPRA, WMTx, RSC, ATH, TAO.

This information is what was found publicly on the internet. This information could’ve been doctored or misrepresented by the internet. All information is meant for public awareness and is public domain. This information is not intended to slander harm or defame any of the actors involved but to show what was said through their social media accounts. Please take this information and do your own research.

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DISCLAIMER: 24hrsCrypto is not a financial advisor. This is not financial advice. Everything said in this video is the sole opinion of those who appear in it. The statements in this video are not investment or trading advice. This video is intended solely for educational and/or entertainment purposes only. Always do your own research before investing. Trading cryptocurrencies is extremely risky. Do not trade on any exchange that prohibits trading from your geographical region. Never invest more than you can afford to lose. 24hrsCrypto is not responsible for your losses or gains as a result of buying, selling, or trading cryptocurrencies.

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