Will Institutions Drive the Next Bitcoin Surge?

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 discuss what is happening with bitcoin, Wall Street participation, why the global monetary order is shifting, heading to the bitcoin standard, robots, tariffs, and how Jordi sees the future unfolding.

0:00 - Intro
1:23 - Thinking through the transition to the bitcoin standard
7:06 - What will happen to US dollar and other assets?
9:55 - Will bitcoin continue to decouple?
12:42 - Empty shelves, national panic
15:15 - Inflation outlook
18:42 - Bitcoin vs the traditional world
21:26 - Are we going to see big allocations to bitcoin?
24:14 - Will bitcoin per share be the next best metric?
29:00 - Stock market outlook
33:32 - How humanoid robots will impact the future
40:25 - Investing opportunities across the world
44:54 - Where to follow Jordi

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