Bitcoin Is About to Explode — The Fed Just Ran Out of Tools | 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 the last two weeks may be the most important stretch in bitcoin's history, the US-Japan yen intervention, and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX. =================== GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply. =================== 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! =================== 0:00 - Intro 0:54 - Why the last two weeks may be the most important in Bitcoin's history 8:17 - What should the Fed do next? 13:39 - AI stocks bounce hard: was that the bottom? 21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race 25:57 - How to position your portfolio for the compute boom 33:26 - What frontier models get wrong (and why big companies move slow) 38:40 - Google's talent exodus: is the stock at risk? 41:23 - Does calendar seasonality still matter? 42:43 - Valuing SpaceX: the compute business vs. the space hype 44:42 - What's coming in Jordi's video this week