I spoke with @jvisserlabs this week about the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. We also went deep on the AI landscape, including where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026. Enjoy! Youtube: https://youtu.be/dGxR_00APUM?si=3AdhK8xz0-0OZhdj Spotify: https://open.spotify.com/episode/5HnOfoaBxp0IHkGgbDiYjG?si=CIMqjxajThG0Uu27IMmzwQ Apple: https://podcasts.apple.com/us/podcast/how-fed-rate-cuts-affect-bitcoin-ai-the-market-jordi-visser/id1434060078?i=1000741115069 TIMESTAMPS: 0:00 - Intro 0:52 - Fed decision, rate cut & initial market reaction 5:45 - How equities & bitcoin reacted 9:32 - Identifying the next consensus trade & AI progress 15:44 - When is AI escape velocity? 20:34 - Impact of open-source vs closed-source models 26:28 - How hedge funds are actually using AI 30:40 - Small business stress, economic transition & IPO wave 37:20 - Biggest risks, corrections & market volatility ahead 42:00 - The next AI cycle: chips, power & real-world systems 45:50 - Preview for Jordi’s next video(Anthony Pompliano 🌪)