I sat down with @jvisserlabs to discuss whether there’s a bubble forming and where Jordi stands — bullish or bearish. We also dive into the AI trade, the supply and demand imbalance driving energy and infrastructure, the growing “debasement trade” as institutions allocate to Bitcoin and gold, we explore capitalism vs. socialism, humanoid robots, and the macro forces shaping the markets today. Enjoy! YouTube: https://youtu.be/lC8Fp5ZVoe4?si=QYHv93bENum4uabf Spotify: https://open.spotify.com/episode/6NPMKk2x9wyxqaeu4ULAx3?si=2IACyIoAQYGVhdAhzmKkSg Apple: https://podcasts.apple.com/us/podcast/is-bitcoin-the-only-safe-haven-now-jordi-visser/id1434060078?i=1000731292738 TIMESTAMPS: 0:00 - Intro 0:47 - Bubble talk is dominating the market 7:06 - The 7 Trillion AI infrastructure boom 10:03 - Impact of AI adoption 13:36 - AI job fears and market correction warnings 19:18 - Credit events and private credit risks 26:16 - Why the debasement trade is happening now: gold and bitcoin 39:05 - The rise of humanoid robots 44:06 - Outlook on compute, power, and the market(Anthony Pompliano 🌪)