Rob
206 posts



I sat down with @jvisserlabs to discuss whether there’s a bubble forming and where Jordi stands — bullish or bearish. We also dive into the AI trade, the supply and demand imbalance driving energy and infrastructure, the growing “debasement trade” as institutions allocate to Bitcoin and gold, we explore capitalism vs. socialism, humanoid robots, and the macro forces shaping the markets today. Enjoy! YouTube: youtu.be/lC8Fp5ZVoe4?si… Spotify: open.spotify.com/episode/6NPMKk… Apple: podcasts.apple.com/us/podcast/is-… TIMESTAMPS: 0:00 - Intro 0:47 - Bubble talk is dominating the market 7:06 - The $7 Trillion AI infrastructure boom 10:03 - Impact of AI adoption 13:36 - AI job fears and market correction warnings 19:18 - Credit events and private credit risks 26:16 - Why the debasement trade is happening now: gold and bitcoin 39:05 - The rise of humanoid robots 44:06 - Outlook on compute, power, and the market











Elon Musk on spreading misinformation about condoms for Hamas: "Some of the things that I say will be incorrect."




Full episode out now! @jvb_xyz @AviFelman We discuss: - Crypto's weekend meltdown - Relative strength - Shorting/pair trades - Privacy coins - BTC in a multipolar world & more! Timestamps: 00:00 Introduction 00:57 Carnage In Crypto 04:21 Shorting This Market 13:57 Ads (Kraken OTC and Ledger) 15:00 When To Buy This Market? 19:29 WIF 23:48 Privacy Coins 27:26 What's Next For Markets? 39:05 Ads (Kraken OTC and Ledger) 40:44 Bitcoin In A Multipolar World 50:16 The AI Trade Links below ↓











