Why Are Bitcoin & AI Stocks CRASHING?! | 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 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. ===================== Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime ( https://figuremarkets.co/pomp ) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/ ===================== Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital. ===================== Bitget ( https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew ) is the world's largest Universal Exchange (UEX) ( https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew ), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article ( https://bitget.com/support/articles/12560603846859 ). For more information, visit: Website ( https://bitget.com/ ) | Twitter ( https://x.com/bitget ) | Telegram ( https://t.me/BitgetENOfficial ) | LinkedIn ( https://linkedin.com/company/bitget-global/ ) | Discord ( https://discord.com/invite/bitget ) For media inquiries, please contact: media@bitget.com ===================== Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading. ===================== 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