This week @jvisserlabs breaks down Jensen Huang’s sudden exit from Nvidia and what it means for the AI trade. We also discuss why bitcoin sold off to $69K, rising rates and inflation, Strategy’s index removal, CZ’s take on the Binance hack, and how AI and crypto are converging. YouTube: https://youtu.be/wLJ_jy3wyN8?si=OXM89kdjOGi9pWv6 Spotify: https://open.spotify.com/episode/163h1LqnboujAmkBQIZumt?si=u2oN65qKSNGiaFP0SlyzXA Apple: https://podcasts.apple.com/us/podcast/jensen-huang-is-out-at-nvidia-bitcoin-is-crashing-jordi/id1434060078?i=1000801908056 TIMESTAMPS: 0:00 - Intro 0:54 - Jensen Huang pushed out of Nvidia 8:42 - Nvidia’s future without Jensen 10:50 - Open source AI & the China vs US angle 14:27 - Must protect Elon? Who benefits from Nvidia’s chaos 21:12 - Bitcoin at $69K & the macro picture 25:34 - Iran war & inflation 32:05 - MicroStrategy index removal & tokenization 35:08 - CZ on the Binance hack 41:06 - Will AI mega IPOs force money printing? 45:25 - The convergence of AI & crypto 47:49 - What to watch for next week