Jordi Visser (@jvisserlabs) and I discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of commodity shortages. YouTube: https://youtu.be/OisxT95bkk8?si=KwO_AuL-PnlivKhC Spotify: https://open.spotify.com/show/0bn8XQHWGxXULjhp1jRmOJ Apple: https://podcasts.apple.com/us/podcast/why-bitcoin-wins-no-matter-what-happens-to-inflation/id1434060078?i=1000763548620 TIMESTAMPS: 0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling? 5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview 49:03 - The fourth turning, politics & generational change(Anthony Pompliano 🌪)