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 $6 billion Binance hack and what it means for bitcoin, the rise of AI-driven cyber attacks, Anthropic’s S-1, Microsoft’s 60,000-person buyout offer, and Eli Lilly’s record quarter. We also discuss interest rates, the AI bubble debate, and why Jordi believes bitcoin is the purest AI trade. ===================== 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! ===================== Sleep better with Fitnexa SomniPods 3 — ultra-thin sleep earbuds built for all-night comfort. With 42dB of noise cancellation, sleep tracking, and personalized AI insights, they're designed to block out noise and help you actually rest, whether you're a side sleeper, a light sleeper, or dealing with a snoring partner. Use code POMP10 for $10 off at https://www.fitnexa.com. ===================== Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.Paid sponsorship. Not investment advice. ===================== 0:00 - Intro0:56 - Binance $6B hack & AI cyber threats9:13 - Bitcoin volatility, tokenization & key price levels13:32 - FTX parallels: is the bottom in?21:15 - AI bubble fears vs exploding fundamentals24:15 - Microsoft’s 60,000 buyouts & labor vs capital29:11 - Anthropic S-1 & why bitcoin is the purest AI trade34:06 - Private market valuations & slow AI adoption38:41 - Eli Lilly’s record quarter48:29 - Cybersecurity stocks & Palantir49:37 - AI use cases & Silvia Legacy
