Jordi Visser (@jvisserlabs) has been on fire lately with his analysis of markets. In this conversation we talk about a potential bitcoin upside collapse, global liquidity, national debt, bonds, AI, Nvidia, and is the US being quiet about the bitcoin reserve as a strategic move? YouTube: https://youtu.be/T5Hig-6xBkk?si=mhQgenAJHS9P85VY Spotify: https://open.spotify.com/episode/44hmiWUpyT4v7mX9qSBOHU?si=rzNOkeniT1GT5Q2EkmQOgw Apple: https://podcasts.apple.com/us/podcast/1553-jordi-visser-this-is-the-year-bitcoin-goes-parabolic/id1434060078?i=1000709630417 TIMESTAMPS: 0:00 - Intro 1:05 - What is driving bitcoin price higher? 8:42 - Bitcoin upside collapose? 14:33 - Bitcoin correlation to global liquidity, debt, & bonds 21:55 - Expectation for AI & Nvidia earnings 24:59 - Impact of AI on national debt 28:20 - What could be some capital controls? 30:39 - What is a bear case for bitcoin? 32:51 - The right way for US to acquire bitcoin 36:37 - Retail vs institutions