Bitcoin Is The Best Hedge Fund That's Ever Existed | 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 Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.
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0:00 - Intro
0:48 - Leopold's fund unwind & lessons from past blowups
9:21 - Hedge fund leverage & how AI is reshaping market structure
11:45 - Korea & Japan's market collapse
13:56 - AI will destroy all public companies?
15:20 - The bull case for hyperscalers & compute scarcity
27:44 - Why bitcoin is the best hedge fund ever
29:12 - Kevin Warsh & the Fed
33:48 - Does this help Wall Street or Main Street?
36:47- Advice for a 25-year-old starting their career today
41:18 - Bitcoin & the rest of crypto industry
48:52 - Migration, digital money & the breakdown of borders
57:56 - What Jordi is covering in his next video