Bitcoin Is Invading Wall Street FAST!

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 what’s going on with bitcoin, bitcoin bonds, why countries are buying bitcoin, AI, what’s going on with tariffs, and how it all impacts your portfolio.

TIMESTAMPS:
0:00 - Intro
1:06 - What are BitBonds?
7:25 - Evaluating Strategy’s playbook
9:51 - Is tokenization a foregone conclusion?
12:51 - What is going on with tariffs?
19:02 - What “The One Big Beautiful Bill” changes
23:51 - Impact on financial assets
26:53 - Veo 3 glimpse into the future
35:37 - What is the best AI investing play?
38:00 - Stock market and bitcoin outlook

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