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.=======================Arch Public is an agentic trading platform that automates...
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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- 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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