Bitcoin Wins By Simply Not Playing The Time Game

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 the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household.

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⏰ TimeStamps:
0:00 – Intro
0:50- Why stocks keep climbing despite AI fears
2:41 – Jordy’s AI portfolio & calling market bottoms
7:05 – Inflation report & the Bayesian mindset
11:27 – Figure Technologies & the tokenization boom
19:47 – Why JPMorgan and legacy banks are at risk
24:18 – Bitcoin is the “S&P 500 of ten years from now”
26:14 – Anthropic, OpenAI & the AI IPO wave
31:25 – AI goes mainstream: his wife & raising kids in the AI era
42:43 – ICE deportations & the inflation debate
47:47 – Politics, protests & the AI data center fight
55:50 – Jordi’s weekly videos & how you can help him

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