Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why hedge funds are blowing up, the lessons from LTCM, and how tokenization could reshape the entire industry. We also discuss why bitcoin is holding strong, why CPI doesn’t matter anymore, whether Anthropic’s growth is slowing, and Elon’s flying car.

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• 0:00 - Intro
• 1:12 - What LTCM teaches us about today’s market
• 14:10 - Tokenization & the death of hedge funds
• 17:40 - Why bitcoin is holding strong
• 23:33 - AI is offense, bitcoin is defense
• 26:47 - When bitcoin’s next rally happens
• 29:38 - Why CPI doesn’t matter anymore
• 35:59 - Debate: is Anthropic’s growth slowing?
• 54:02 - Elon’s flying car & a Tesla SpaceX merger
• 57:26 - AI capital needs & market liquidity