Anthony Pompliano 🌪|Sep 12, 2026 16:33
This week @jvisserlabs explains why interest rates do not affect the US economy like they used to.
All the doomers worried about interest rates and oil prices are offsides.
We also discuss why the Clarity Act could send bitcoin to $100K, how AI's exponential progress is leaving the market mispriced, the Fed's rate decision, the Trump-Bessent-Warsh alignment on AI and crypto, and why the AI bubble skeptics have it backwards.
YouTube: https://youtu.be/Uzc3tBB9pLg?si=YEiXA3KYrwsjMtEv
Spotify: https://podcasts.apple.com/us/podcast/why-bitcoin-wins-no-matter-what-the-fed-does-jordi-visser/id1434060078?i=1000789169772
Apple: https://podcasts.apple.com/us/podcast/why-bitcoin-wins-no-matter-what-the-fed-does-jordi-visser/id1434060078?i=1000789169772
TIMESTAMPS:
0:00 - Intro
0:57 - Do interest rates even matter anymore?
4:44 - Static vs Dynamic investors
9:30 - AI agents vs hedge funds vs retail: the new market structure
12:01 - How do you actually value crypto? (Robinhood chain & tokenization)
23:09 - Timing the next bitcoin bull market
27:05 - AI news dump: Astra, hacking scares & the AGI debate
35:27 - The Fed's rate decision: three scenarios
42:20 - Bessent, Warsh & Trump's Fed alignment
50:54 - Bitcoin, AI & Space as $2 trillion assets(Anthony Pompliano 🌪)
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