Bitcoin Just Had Its Biggest Week In History | 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 bitcoin's explosive weekly surge and why this "sigma move" signals a real bull market. We also discuss the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio.
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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!
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Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) 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 ~8.5% APY on real world assets. 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 http://figure.com/disclosures/
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0:00 - Intro
1:02 - Bitcoin's weekly surge & the "sigma week" behind it
5:38 - The bitcoin vibe shift & intersection with AI
15:26 - Is multiple compression a warning sign for the market?
19:03 - How much bitcoin should be in your portfolio?
23:27 - Moderna, AI & the future of biotech
29:20 - Stripe's OpenRouter deal & the fight for AI model routers
34:13 - Are model routers a threat to Anthropic and OpenAI?
44:00 - Why people fear data centers more than nuclear plants
54:46 - Jordi's bitcoin call to arms
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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!
=======================
Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) 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 ~8.5% APY on real world assets. 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 http://figure.com/disclosures/
=======================
For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at https://www.Mengotomars.com.
=======================
0:00 - Intro
1:02 - Bitcoin's weekly surge & the "sigma week" behind it
5:38 - The bitcoin vibe shift & intersection with AI
15:26 - Is multiple compression a warning sign for the market?
19:03 - How much bitcoin should be in your portfolio?
23:27 - Moderna, AI & the future of biotech
29:20 - Stripe's OpenRouter deal & the fight for AI model routers
34:13 - Are model routers a threat to Anthropic and OpenAI?
44:00 - Why people fear data centers more than nuclear plants
54:46 - Jordi's bitcoin call to arms
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