2026-08-23XQuote

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The tape doesn’t lie. @jvisserlabs says that bitcoin had seen hacks, Saylor selling, and many other perceived negative events, yet the asset had been hanging steady right before the latest big move up. The tape is telling you something has changed. https://t.co/OgtpKRBp1B

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Bitcoin just had its largest week in history. @jvisserlabs and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: https://t.co/DnyNzOs8et Spotify: https://t.co/MUaSLF33yz Apple: https://t.co/Yvc7V0cjoh TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms
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