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TFTC: A Bitcoin Podcast

#637: From Industrial Debt to Digital Abundance with Jordi Visser

TFTC: A Bitcoin Podcast

Marty Bent

Technology

4.8764 Ratings

🗓️ 9 July 2025

⏱️ 71 minutes

🧾️ Download transcript

Summary

Marty sits down with Jordi Visser to discuss how AI is breaking traditional economic indicators, why Bitcoin represents the future S&P 500, and how energy bottlenecks could constrain the coming AI revolution while private companies increasingly avoid going public.

Jordi Visser on Twitter: https://x.com/jvisserlabs

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Transcript

Click on a timestamp to play from that location

0:00.0

You've had a dynamic where money has become freer than free.

0:10.0

If you talk about a Fed just gone nuts, all the central banks going nuts.

0:16.0

So it's all acting like safe haven.

0:18.0

I believe that in a world where central bankers are tripping over themselves to devalue their

0:23.4

currency, Bitcoin wins.

0:25.4

In the world of fiat currencies, Bitcoin is the victor.

0:28.6

I mean, that's part of the bold case for Bitcoin.

0:31.6

If you're not paying attention, you probably should be.

0:34.6

Jordi, Visser, thank you for joining me.

0:39.3

Good to be here, Marty.

0:41.3

As I was saying, I've been a big fan of your weekly updates.

0:46.3

I think you're on top of converging trends better than most people right now, particularly as it pertains to AI, Bitcoin, broader crypto, and how it's

0:58.4

actually affecting the markets right now. And I think a good jumping off point for this

1:04.6

conversation is something that you've been talking about a lot, which is this dislocation

1:09.2

between leading economic indicators and which

1:11.2

actually happening in the sense that many indicators that people have been depending on for decades

1:17.9

seem to be sending off alarm bells that things may not all be well. But I think your thesis is that

1:25.0

AI is having an overwhelming effect on the market that is making those what have been dependable indicators independentable right now.

1:35.4

Yeah, it's actually interesting.

1:37.0

I'm going to, I'll go backwards a little bit so people can understand the rationale behind it because I think

1:45.5

it's one of the more important points and there's a jumping off point where I really

1:51.0

started to recognize.

...

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