#753: The Economy Is AI Now with Jordi Visser
TFTC: A Bitcoin Podcast
Marty Bent
4.8 • 804 Ratings
🗓️ 3 June 2026
⏱️ 80 minutes
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Summary
Marty sits down with Jordi Visser to discuss why AI’s parabolic growth reflects real exponential demand rather than a bubble, how physical infrastructure bottlenecks are the only real brake on progress, and what the rise of agentic computing means for the death of the 60/40 portfolio, corporate hierarchies, and the fusion of Bitcoin with tokenized finance.
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Transcript
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| 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 |
| 0:23.5 | currency, Bitcoin wins. |
| 0:25.3 | In the world of fiat currencies, Bitcoin is the victor. |
| 0:29.2 | I mean, that's part of the bold case for Bitcoin. |
| 0:31.9 | If you're not paying attention, you probably should be. |
| 0:36.3 | Jury, that's when you know it's going to be good is when Logan has to interject, because |
| 0:40.3 | we're essentially recording a podcast before we hit record. |
| 0:43.5 | There's so much going on. |
| 0:44.8 | It's too much fun, Marty. |
| 0:46.3 | I know. |
| 0:46.8 | We were just talking about Colossus specifically. |
| 0:50.6 | I'm maybe jumping off point, like the physical infrastructure and how it's probably |
| 0:55.7 | undervalued when you consider how valuable these tokens are going to be and how much |
| 1:02.7 | demand for tokens is growing. |
| 1:05.4 | And this is before robotics even arrive. |
| 1:08.3 | And I think I'm excited to have you back on because, as you know, I |
| 1:13.1 | catch your weekly updates religiously on Sundays. And I just think you've been on top of |
| 1:21.1 | the development of this AI theme, um, better than the most, um, maybe anybody that I've, that I've observed from the investment |
| 1:29.4 | standpoint. And like we were just saying, I think people are completely missing the forest |
... |
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