I sat down with @jvisserlabs to discuss what’s happening in software stocks, credit markets, and bitcoin, including how bitcoin could benefit in both inflationary and deflationary environments. We also explore real-world AI adoption, capital shifts, and a few surprising insights Jordi didn’t see coming. YouTube: https://www.youtube.com/watch?v=eZSL4CWTnDg&t=8s Spotify: https://open.spotify.com/episode/6BLl8P8kDEY6QNRtvXxVzc?si=utAIKxR2Q66jKiKhYhpvCg Apple: https://podcasts.apple.com/us/podcast/bitcoin-is-about-to-absorb-a-historic-rotation-jordi-visser/id1434060078?i=1000750780210 TIMESTAMPS: 0:00 - Intro 0:51 - Breaking down deflation & macro environment 5:49 - Why deflation pushes money into scarce assets 12:40 - Software stocks, AI, & multiple compression 18:45 - Why public companies may disappear 20:35 - Tokenization, RWAs, & on-chain markets 25:45 - What “agent swarms” actually are & security risks 38:42 - AI apps anyone can build & how to use AI 40:48 - Private credit stress & Blue Owl 49:45 - What Jordi is covering next(Anthony Pompliano 🌪)