I sat down with @jvisserlabs for our weekly conversation to discuss bitcoin bonds, why countries are buying bitcoin, pace of AI innovation, recent tariff court rulings, and how it all impacts your portfolio. Enjoy! TIMESTAMPS: 0:00 - Intro 1:06 - What are BitBonds? 7:25 - Evaluating Strategy’s playbook 9:51 - Is tokenization a foregone conclusion? 12:51 - What is going on with tariffs? 19:02 - What “The One Big Beautiful Bill” changes 23:51 - Impact on financial assets 26:53 - Veo 3 glimpse into the future 35:37 - What is the best AI investing play? 38:00 - Stock market and bitcoin outlook