Bitcoin Wins By Simply Not Playing The Time Game | Jordi Visser

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 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. ==================== 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! ==================== GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. ==================== 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