Bitcoin Is the Toll Collector of the AI Economy | Jordi Visser

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 the coming “bankpocalypse,” why AI agents will disrupt banks and big tech, and whether AI models are becoming commoditized. We also discuss the bitcoin setup, crypto’s shift from contrarian to consensus trade on Wall Street, and how to separate signal from noise in the AI bubble debate.

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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
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• 0:00 - Intro
• 0:54 - The “bankpocalypse”
• 5:20 - Can AI agents disrupt Amazon & the banks?
• 10:08 - Are AI models becoming commoditized?
• 20:40 - How do personal agents make money?
• 23:30 - Toll collectors: compute & crypto
• 28:16 - Bitcoin outlook & why patience pays
• 33:53 - Crypto & Wall Street: contrarian to consensus
• 38:46 - Bubble talk: signal vs noise
• 44:00 - Jordi’s 2027 crypto world tour