Why Bitcoin CRASHED After Trump Strategic Reserve News

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we talk about what is going on with tariffs, how it’s impacting the economy, how to think about the bitcoin strategic reserve, and what investors are currently thinking about.

TIMESTAMPS:
0:00 - Intro
1:22 - Current market conditions
11:08 - Bitcoin strategic reserve takeaways
20:22 - Fort Knox gold theory
27:01 - AI hype and data centers
30:55 - Are government workers getting replaced with AI?
35:57 - Economic impact of tariffs and deportations
44:00 - Can we get to a balanced budget?
50:12 - Where to follow Jordi online

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