I spoke with @jvisserlabs to break down the surge in rate hike expectations, how the Iran conflict is fueling inflation, the AI trade rotation out of memory names, and why bitcoin stands to benefit from the macro chaos ahead. YouTube: https://youtu.be/-pVlPkzQCoc?si=tbEt72WR7Bm32YcZ Spotify: https://open.spotify.com/episode/54D5l8XXt0IfZHpV9yzSrU?si=9oZWIZEqSQKDECmfhDKvPA Apple: https://podcasts.apple.com/us/podcast/bitcoin-will-breakout-by-summer-if-this-happens-jordi/id1434060078?i=1000769207930 TIMESTAMPS: 0:00 - Intro 0:42 - Why rate hike odds suddenly surged & potential impact 6:23 - Inflation expectations & energy prices 9:34 - How this is different from 2022 15:38 - Where Jordi is rotating in the AI trade 20:45 - The commodity bull market & silver 24:51 - Why bitcoin could break out before summer & short-term outlook 31:01 - What will get Jordi to change his mind? 36:00 - The K-shaped economy & economic data 40:22 - S&P profit margins & bubble warning signal? 44:51 - The debt crisis & what it means for bitcoin 50:41 - Jordi’s upcoming video(Anthony Pompliano 🌪)