I sat down with @jvisserlabs to discuss rising geopolitical tensions, higher oil prices, and growing risks in private credit and global markets. We also explore bitcoin’s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle. YouTube: https://www.youtube.com/watch?v=yFa1iAAk7Bg Spotify: https://open.spotify.com/episode/0LM27lRANf8ZneDMXW3MTi?si=HTzzPM3oROyRXrOmB4c90Q Apple: https://podcasts.apple.com/us/podcast/why-bitcoin-could-explode-as-global-markets-crack-jordi/id1434060078?i=1000756463387 TIMESTAMPS: 0:00 - Intro 0:44 - Iran conflict & oil market shock 8:09 - Commodity bull market thesis 11:11 - Inflation risks & recession probabilities 15:30 - How high could oil go? 18:19 - Bitcoin vs gold performance discussion 21:12 - Bitcoin as a global “escape hatch” asset 29:20 - Inflation vs AI-driven deflation debate 33:00 - AI disruption & labor market impact 40:48 - Software disruption & tech valuations 55:09 - Commodities, compute & future investment themes 57:08 - GPU smuggling & AI geopolitics(Anthony Pompliano 🌪)