Why Is Bitcoin CRASHING?! | 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 discuss why bitcoin is down 50% and whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now.=======================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 ~9% APY on real world assets, paid hourly. 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 figure.com/disclosures/=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=======================0:00 - Intro0:45 - Why bitcoin is down 50% & is the bear market over?6:48 - What would convince Jordi to sell his bitcoin?9:07 - Bitcoin as the S&P 500 of crypto14:02 - Why bitcoin is safer than any company past 203017:45 - Bitcoin volatility vs. the stock market22:22 - The five-layer AI stack & where revenues are missing26:22 - Token budgets & the shift to specialized AI35:10 - Are LLMs now commoditized?40:30 - Peptides as the API key for the human body49:24 - Healthcare, entitlements & the future outlook

Matt Cole is the CEO of Strive Asset Management. In this conversation, we break down digital credit — what it is, how it works, and why it could be the most important asset in the transition from fiat to a bitcoin future. We discuss the mechanics of Strive's SATA product, dividend structures, Michael Saylor's decision to sell bitcoin, and why a thriving ecosystem of digital credit issuers is better for bitcoin long-term.====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget) For media inquiries, please contact: [email protected]====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================0:00 - Intro0:41 - What is digital credit & what problem does it solve?5:17 - How the carry trade works8:48 - Daily dividends & dividend structure10:52 - Downside risk & balance sheet protection16:18 - The strongest critique of digital credit19:32 - Michael Saylor selling bitcoin27:03 - Bitcoin price action vs. bullish headlines31:32 - Where is digital credit taking capital from?36:44 - Banks, Jamie Dimon & systemic risk38:52 - Strive vs. Strategy42:38 - Too much bitcoin held by public companies?48:33 - Strive's mission & the road ahead

Anthony Pompliano breaks down why Michael Saylor and Strategy selling 32 bitcoin is not a sign of lost faith — it's a calculated signal to credit rating agencies and the traditional finance world. In this episode, we cover why Strategy sold a fraction of its bitcoin holdings, how the sale was designed to prove bitcoin's liquidity to skeptical rating agencies, why Pomp's own company ProCap Financial did the same, and why this is actually a bullish milestone for bitcoin's march toward mass adoption.=======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================0:00 - Why did Strategy sell 32 bitcoin?1:38 - Jeff Walton on bitcoin's zero credit value in banking3:07 - What the sale is actually signaling to rating agencies4:21 - Michael Saylor explains it himself8:24 - Pomp's take: why this is bullish, not bearish9:23 - Why ProCap also sold bitcoin last week10:19 - Bitcoin approaching a tipping point & what comes next

Andrew Kang is a veteran crypto investor and the CEO of RoboStrategy, a publicly traded closed-end fund focused on the robotics industry (Nasdaq: BOT). In this conversation, we break down why Andrew shifted his capital from crypto to humanoid robots, why he believes the market rivals human labor itself. We also discuss the US vs. China robotics race, job displacement, and and how RoboStrategy is giving everyday investors access to venture-scale returns.=========================RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies.This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security.Any opinions expressed are those of the speaker as of the recording date and are subject to change. Forward-looking statements and opinions are based on current expectations and assumptions and are subject to change without notice. Any references to prior investment experience, portfolio companies, or investment outcomes relate to activities conducted outside of RoboStrategy and are provided solely for background and informational purposes. Any referenced gains, returns, or investment outcomes may be unrealized and are not indicative of future results. Investing involves risk, including possible loss of principal. References to companies, technologies, or investments are illustrative only and should not be interpreted as investment recommendations.=========================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are more underappreciated than most people realize, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world.======================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 ~9% APY on real world assets, paid hourly. 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 figure.com/disclosures/======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================0:00 - Intro0:35 - Why markets keep hitting all-time highs despite bad news10:30 - Consumer confidence, savings rate & what it means16:02 - Running the economy hot — who wins and who loses19:30 - AI + biotech: why Eli Lilly is the sleeper story31:27 - How AI will improve education, finance & health38:48 - Why your wealth manager may be failing you in the exponential era

Morgan Brennan is a CNBC anchor and host of Overtime, covering markets, defense, space, and industrial technology. In this conversation, we break down the SpaceX IPO, the rise of defense tech and America's re-industrialization movement, how the White House is allocating capital like a private equity firm, and why spectrum has become the hottest commodity in the AI arms race.========================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 ~9% APY on real world assets, paid hourly. 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 figure.com/disclosures/========================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.========================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.========================0:00 - Intro0:51 - SpaceX IPO breakdown & what investors need to know7:31 - Government & private enterprise: navigating regulation10:03 - SpaceX wealth creation & the constellation of startups it spawned14:04 - Peter Thiel's outsized impact on national defense16:48 - Re-industrialization & tariffs22:09 - How America's re-industrial movement is taking root27:01 - White House asset management & allocating capital35:18 - JPMorgan, private capital & the pro-America shift38:41 - Iran, markets & the economic outlook44:08 - Defense tech: who can build it AND sell it51:38 - Spectrum: the hottest commodity in the AI arms race53:34 - Starlink, launch costs & the satellite boom56:19 - Can public markets absorb the IPO wave?

Jan van Eck is the CEO of VanEck, a $200 billion asset manager and one of the leading ETF companies in the world. In this conversation, we discuss why bitcoin is still early in its institutional adoption cycle, the looming U.S. government spending crisis and what it means for your portfolio, VanEck's long-term bet on India, and how AI is beginning to reshape investment decisions.=========================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=========================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=========================0:00 - Intro1:14 - Private credit market & where the opportunity is4:26 - ETF industry growth & what most people miss6:09 - VanEck's history & gold as a core asset class9:42 - AI, commodities & the infrastructure buildout12:34 - Bitcoin vs. gold — why BTC hasn't kept up22:22 - VanEck's big bet on India28:49 - Navigating today's macro environment34:06 - U.S. government debt & the Social Security crisis38:12 - Balancing economic data & sentiment 44:31 - Corporate AI adoption & the token cost problem49:28 - When will AI make investment decisions?56:33 - Jan's father's legacy & what guides VanEck today

Porter Stansberry is the founder of Stansberry Research and the author of “2029: The End of America.” In this conversation, we discuss why Porter believes America is heading toward a great financial reset by 2029, the Social Security collapse, currency debasement, Warren Buffett's struggles over the last 20 years, and how to build a portfolio to survive what's coming — including gold, bitcoin, timberland, and his Honeycomb Portfolio strategy.======================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 ~9% APY on real world assets, paid hourly. 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 figure.com/disclosures/======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.0:00 - Intro1:00 - What is the Fourth Turning?3:21 - Why 2029 is the year of the great reset9:57 - How past monetary resets happened (1933 & 1971)12:58 - Both parties grow government — there's no off ramp21:52 - Currency debasement & the real wage collapse35:50 - Is there any way to stop the crisis?42:53 - Warren Buffett's 20 years of mistakes51:43 - The permanent portfolio explained1:01:28 - How to price gold vs. bitcoin1:06:39 - Bitcoin's biggest mispricing in a decade1:10:16 - Why Timber belongs in your portfolio1:13:42 - Honeycomb portfolio strategy & closing

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 surge in rate hike expectations, how the Iran conflict is fueling inflation, the AI trade rotation out of memory names, and why bitcoin stands to benefit from the macro chaos ahead.====================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 ~9% APY on real world assets, paid hourly. 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 figure.com/disclosures/Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================0:00 - Intro0:42 - Why rate hike odds suddenly surged & potential impact6:23 - Inflation expectations & energy prices9:34 - How this is different from 202215:38 - Where Jordi is rotating in the AI trade20:45 - The commodity bull market & silver24:51 - Why bitcoin could break out before summer & short-term outlook31:01 - What will get Jordi to change his mind?36:00 - The K-shaped economy & economic data40:22 - S&P profit margins & bubble warning signal? 44:51 - The debt crisis & what it means for bitcoin50:41 - Jordi’s upcoming video 

Dan Ives is a Managing Director and Senior Equity Research Analyst at Wedbush Securities and one of Wall Street's most prominent tech analysts. In this conversation, we break down the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into tech.====================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 ~9% APY on real world assets, paid hourly. 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 figure.com/disclosures/====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================0:00 - Intro1:00 - SpaceX IPO & the birth of a new sector3:23 - SpaceX + Tesla merger thesis5:51 - The AI backlash & Big Tech's PR problem11:53 - US vs. China: who's actually winning in AI?15:03 - Robotics, self-driving cars & physical AI19:55 - How to invest in AI: chips, software & infrastructure28:34 - New Fed chair, rates & macro risks32:45 - Bitcoin vs. AI: capital rotation37:55 - On-the-ground intel from Asia & Taiwan40:06 - Any concerns with AI?44:18 - Apple's AI strategy & Tim Cook stepping down46:52 - The Ives AI ETF & portfolio construction