Bitcoin Is Entering Its Most Powerful Wave Ever

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 why rising interest rates may not derail the AI-driven economy, bitcoin’s path to new highs and the four-year cycle debate, and how AI agents are already reshaping markets, business management, and crypto adoption. We also cover tokenization, portfolio allocation, and why a 0% crypto weighting no longer makes sense.

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⏰ TimeStamps:
0:00 – Intro
0:58 – Why interest rates won’t derail the AI-driven economy
13:43 – Bitcoin, stocks & the money printing trade
20:28 – Tokenization, AI agents & the next wave of investment opportunities
22:42 – Bitcoin’s path to $100K & the four-year cycle debate
29:11 – AI agents are already changing how business gets done
35:07 – Markets never sleep: how agents are reshaping trading
38:06 – Managing AI agents like a team
46:01 – Using AI to cut through market fear
52:01 – Why every portfolio needs crypto exposure

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