Bitcoin Is About To Go Parabolic Because Of AI Agents | 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 bitcoin and stocks refused to crash even as the Fed hiked rates, why AI agents are now driving crypto's next leg higher, and why the real "AI bubble" lives inside just two companies. We also get into Andrew Yang's bombshell AI lab claims and why Jordi remains a bitcoin maxi for the next 30 years.======================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! ======================New description for Lava with a clickable url: Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP======================TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore======================0:00 - Intro0:51 - Why bitcoin & stocks didn't crash when the Fed hiked rates4:44 - The liquidity cycle is broken (there are no more recessions)14:34- AI agents solve impossible problems & what it means for the future 23:18 - Andrew Yang's AI lab bombshell claim33:21 - Instinct AI & the rise of agent-run personal assistants40:10 - Recursive self-improvement: AI outpacing human comprehension43:22- Why Jordi is a bitcoin maxi for the next 30 years48:06 - Bitcoin vs altcoins: are AI agents the new demand source?55:54 - What would make Jordi change his mind?1:02:33 - Bitcoin breaks back above $80,000 & Jordi launches his crypto research