I sat down with @jvisserlabs this week to discuss the recent sell-off in asset prices, including why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordi believes capital could rotate over the next 12–16 months. We also dig into Bitcoin’s lackluster performance, whether investors should be worried, and how to interpret the current market environment. Enjoy! YouTube: https://youtu.be/WP9Pe73VODU?si=La3FyCcRmmKy0HnO Spotify: https://open.spotify.com/episode/57MMzSZT7w3pgPJliFfvFW?si=hmfZjRLcSdmV0AAjMv0-FQ Apple: https://podcasts.apple.com/us/podcast/bitcoin-market-just-rotated-this-month-heres-whats/id1434060078?i=1000736856908 TIMESTAMPS: 0:00 - Intro 0:55 - Why assets are selling off with no clear catalyst 7:21 - Will markets stabilize into year-end? 9:30 - The CoreWeave bottleneck & AI infrastructure limits 11:43 - The next big theme: AI + pharmaceuticals 17:59 - Innovation waves: humanoids, pharma, bitcoin 24:10 - Bitcoin sentiment, distribution & long-term thesis 37:38 - Jordi’s winners through 2026(Anthony Pompliano 🌪)