Bitcoin’s Silent IPO Moment, AI Deflation, and Wealth Shifts
The December 02, 2025 episode of Coin Stories features macro investor Jordi Visser analyzing Bitcoin’s “silent IPO” moment and the macro forces behind current price choppiness.
Jordi Visser
AI National Champions, Market Regimes, and Bitcoin Signals
The November 30, 2025 episode of the Jordi Visser Podcast features Jordi analyzing a sharp momentum crash that hit crowded leaders even as major equity indices advanced.
AI, Boomer Wealth, and Bitcoin’s Next Phase
The November 15, 2025 episode of the TFTC podcast features Jordi Visser explaining why Bitcoin’s current consolidation reflects a “silent IPO” driven by early-holder distribution and demographic wealth patterns.
AI Power, Dollar Rails, and Bitcoin’s Electricity Grid Role
The November 06, 2025 episode of Real Vision features Jordi Visser analyzing how an AI-driven compute buildout, energy constraints, and dollar-denominated stablecoin rails could shape markets into 2030.
AI Supply-Chain Shock Meets Market Fragility
The October 12, 2025 episode of the Jordi Visser Podcast has Jordi assessing whether a “seven sigma” S&P drawdown signals a broader regime shift.
AI, Debt Cycles, and Bitcoin’s Store-of-Value Case
The October 06, 2025 episode of Bitcoin for Millennials features Jordi Visser analyzing how accelerating AI, strained debt regimes, and distributional pressures can steer savers toward scarce digital assets.
Bitcoin, AI, and Power Scarcity: Utilities, Curtailment, and the Next Rotation
The October 05, 2025 episode of the Jordi Visser Podcast features Jordi arguing that electricity, not GPUs, is now the binding constraint on AI deployment.