@jvisserlabs Thanks Jordi and @APompliano! I learn something new every week!
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Julie Donovan
952 posts
Julie Donovan
@juliedonovan
Recruiting is my job AND hobby! Loves Hot Yoga, Family, Country and .--and of course connecting on X. My views are my own!
Minneapolis Katılım Mart 2009
2.5K Takip Edilen1.3K Takipçiler
It’s been a busy week across assets with stock market breadth and job loss fears rising. Bitcoin continues to see continued OG selling. Pomp and I go across macro, AI and crypto in this week’s episode.
Anthony Pompliano 🌪@APompliano
This week I sat down with @jvisserlabs to discuss Bitcoin’s “IPO moment," why investors are feeling disappointed, and what’s really happening beneath the surface. Jordi also shares his views on Tesla, artificial intelligence, and the shifting political landscape, including explaining how the NYC mayor race and overall market sentiment could influence the next phase of global investing. Enjoy! YouTube: youtube.com/watch?v=_dB1b-… Spotify: open.spotify.com/episode/003baH… Apple: podcasts.apple.com/us/podcast/why… TIMESTAMPS: 0:00 - Intro 1:11 - Bitcoin’s “IPO moment” 5:57 - How stablecoins and AI will impact bitcoin 11:40 - AI stocks and the next phase 17:28 - Jobs report, unemployment, and inequality 19:46 - NYC mayor race & rise of socialism 26:41 - Will Tesla buy Uber? 30:24 - Inflation, wages, and the restaurant reset 39:51 - Elon’s trillion dollar Tesla bet 43:12 - “Make Your AI Bed” — adapting to the new era
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@1MarkMoss @jvisserlabs weekly Sunday YouTube Pod is amazing- his macro analysis has been spot on!
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This isn’t the end of Bitcoin. It’s not even the beginning of the end. It’s the end of the beginning.
Worth a read if you want to know why Bitcoins price action is doing what it's doing...
Jordi Visser@jvisserlabs
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@MarkHalperin Good stuff Mark. You crack me up with the dad humor!
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@MarkHalperin @GlennKesslerWP Great interview Mark! You kept your cool navigating Glenn’s mental gymnastics.
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A new episode of "Next Up" is now available on Apple and Spotify:
Today, I sat down with @GlennKesslerWP, former WaPo Fact Checker, for a wide-ranging conversation.
From his infamous Pinocchios to Biden coverage, Trump bias, and WaPo’s addiction to liberal readers — nothing was off limits. Plus, my reported monologue on media reckoning.
Now available on Apple and Spotify:
Apple: podcasts.apple.com/us/podcast/fac…
Spotify: open.spotify.com/episode/5f3Bi3…
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@danturrentine @2waytvapp @realDonaldTrump Sad! You all have been working so hard… but we have tons to discuss especially the BBB!
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A reminder: No @2waytvapp Morning Meeting this week.
If live today, I suspect we would be talking about the remarkable roll @realDonaldTrump is on. I have never seen someone so dominate politics, like he is, these days. And he is getting stronger.
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@StarTribune You didn’t learn from the last post? They are illegals. Is honestly boring at this point the lack of self awareness….🙄
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U.S. Justice Department sues Minnesota for offering in-state tuition costs to undocumented students startribune.com/us-justice-dep…
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@SteveKrak Now compare this to MN who elected Ilhan Omar- its white college educated women in the city driving the suicidal empathy.
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Mamdani in orange, Cuomo in blue.
Roughly... Mamdani winning the white precincts, Cuomo winning the black and Hispanic precincts.
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@Stephanie_Link Thanks Stephanie! $PANW has been a winner thanks to you!- Not a bot 😉
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Cybersecurity is the number one theme to have exposure to in the markets. Buy dips.
$CRWD $PANW $ZS $FTNT $CHKP etc
CNBCOvertime@CNBCOvertime
'Hacktivist' groups linked to Iran have been very active, says @CrowdStrike CEO @George_Kurtz cnb.cx/4k3dw1N
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@kevincorke Especially when Jennifer openly hates Sec Def Hegseth.
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@JenGriffinFNC @FoxNews No one cares. Be serious and focus on reporting on the Pentagon.
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Defense Secretary Hegseth: "We were able to destroy nuclear capabilities. And OUR BOYS in those bombers are on their way home right now."
Fox News has learned that at least one of the B2 pilots who took part in the Iran mission was female.
@FoxNews
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@danturrentine Thank you for your courage in continuing to call out the reckless and dangerous rhetoric pushed by the Democrats. It’s destroying our country.
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It was too depressing to write this last night, after we got off air, so I went to bed. But, it needs to be said by more Democrats: this was not an impeachable offense, and Trump did not need congressional approval for one precision attack under the circumstances, just as Obama did not when striking Bin Laden. Why can’t our Party just say it’s great we achieved the objective and destroyed Iran’s nuclear sites, god bless the soldiers who carried this out and made it home safely, god bless our country, military, allies, and we look forward to a full intel briefing. 🇺🇸. If one must then assert Congressional authority at the moment, add that any escalation will require congressional approval. And if you must, express concern for where this may go and what might come next.
But, for so many in my Party to knee jerk with unhinged calls for impeachment - and sadly omit in their statement support for Iran not having nuclear weapons, which has been a principle of our Party for 40 years -is truly TDS.
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@JackPosobiec @lizcollin If we didn’t have Liz and @x I’d know absolutely nothing. Our MN Media is pure propaganda. Thank you Liz and @elonmusk
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Follow the great @lizcollin for all updates in Minnesota!
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@GovTimWalz In MN Tesla vandals get off and are encouraged by your rhetoric. Your use of the words “peaceful” are too late and it caused your friend her life. Such a sad day to be a Minnesotan.
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I regret some of my posts about President @realDonaldTrump last week. They went too far.
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This week's video-AI is fueling markets, draining jobs, and reshaping global trade. Rare earths just ended the trade war. The signs of a silent recession are here—and why I believe Bitcoin will surprise to the upside in 2025.
🎥 Watch now: youtu.be/rDn09OXZ_M8
YouTube
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@Simone_Biles @Riley_Gaines_ It’s more disturbing the this post has 100k ❤️ from the people that are claiming to lift others up.
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bully someone your own size, which would ironically be a male @Riley_Gaines_
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@timburchett Thanks again Tim! Your patience and courage is amazing!
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Julie Donovan retweetledi
Yes Senator, such chaos when @realDonaldTrump and @elonmusk get into an online pissing match. Such tranquility when the Dem Party and the former president opened the borders to criminals
Kirsten Gillibrand@SenGillibrand
We're all feeling the chaos of this administration. The Trump Tariff Tax has caused prices to skyrocket and Republicans are too busy trying to cut Medicaid to notice. As the chair of @dscc, I'm working around the clock to support Democratic candidates who will stand up against the chaos and work for you. Are you ready to join this fight? nbcnews.com/politics/2026-…
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