I sat down with @jvisserlabs to discuss market confusion amid rising oil prices, geopolitical tensions, and mixed economic signals, along with why he believes we are entering a new regime defined by scarcity and structural shifts. We also explore the deflationary impact of AI, risks building in private credit, and how bitcoin could benefit as the Fed faces a difficult path between inflation and slowing growth. YouTube: https://www.youtube.com/watch?v=S2ziezeoK4E&t=189s Apple: https://podcasts.apple.com/us/podcast/whats-actually-happening-to-bitcoin-the-economy-right/id1434060078?i=1000759201428 Spotify: https://open.spotify.com/episode/6VmAMf1hLWpsXwS8SubywV?si=DGkqLyjIRHe5Tgmuj3BpGw TIMESTAMPS: 0:00 - Intro 1:04 - Why markets are so hard to read right now 8:29 - Inflation battle: deflation vs energy spike 17:00 - How AI is changing business & investing 27:07 - DOGE: Debt, Oil, Growth, Employment 35:57 - Private credit risks & advice for kids using AI 39:37 - AI security risks, Mythos & cyber threats 43:16 - Capital structure disruption & bitcoin as scarcity(Anthony Pompliano 🌪)