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I spoke with @jvisserlabs to break down why the last two weeks may be the most important stretch in bitcoin's history, along with the US-Japan yen intervention and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX. YouTube: https://t.co/qjRWqgv4UP Spotify: https://t.co/dyZ1rQeOC7 Apple: https://t.co/S5nru0GUBY TIMESTAMPS: 0:00 - Intro 0:54 - Why the last two weeks may be the most important in Bitcoin's history 8:17 - What should the Fed do next? 13:39 - AI stocks bounce hard: was that the bottom? 21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race 25:57 - How to position your portfolio for the compute boom 33:26 - What frontier models get wrong (and why big companies move slow) 38:40 - Google's talent exodus: is the stock at risk? 41:23 - Does calendar seasonality still matter? 42:43 - Valuing SpaceX: the compute business vs. the space hype 44:42 - What's coming in Jordi's video this week