I talked with @jvisserlabs about the growing cracks in private credit, rising oil prices, inflation pressures, and why Jordy believes the market is underestimating the risk of a broader financial shock. We also talk about bitcoin’s resilience, how AI is disrupting software and business models, what a more liquid and transparent future could look like, and why Jordi thinks the next major opportunity may come after the current wave of volatility. YouTube: https://youtu.be/Gb75HhiAYtA?si=XPdMklrk9P-xUGeM Apple: https://podcasts.apple.com/us/podcast/the-next-bitcoin-bull-run-could-start-in-a-crisis/id1434060078?i=1000755255543 Spotify: https://open.spotify.com/episode/4UDfXKfL2OFOFi84FaZG5V?si=vQJtHAmHRy2XIf32ELPrhw TIMESTAMPS: 0:00 - Intro 0:44 - Private credit risk / recession question 8:37 - Oil shock, inflation & crisis comparisons 14:21 - Modern warfare, drones & geopolitical risk 18:50 - Housing affordability & consumer pressure 23:07 - Bitcoin resilience during financial stress 30:54 - Private markets vs liquid assets debate 33:05 - AI disruption & collapsing business moats 36:05 - AI-run companies & agent economy 42:20 - How people should start using AI 45:57 - Portfolio positioning & next bitcoin opportunity(Anthony Pompliano 🌪)