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This week @jvisserlabs breaks down why the macro doomers are wrong about rates, whether OpenAI and Anthropic are slowing down, and why the explosion of personal AI agents needs crypto rails. We also discuss Wall Street's growing crypto FOMO, the bitcoin setup heading into Q4, and what Jordi calls the "Micron moment." YouTube: https://t.co/pyK0ZZBFsQ Spotify: https://t.co/f8ZhF0c7dn Apple: https://t.co/mu3DMcraNG TIMESTAMPS: 0:00 - Intro 1:02 - Why the macro doomers are wrong on rates 3:23 - Homebuilders, autos & the new economy 5:54 - Tech dominance & why AI ignores rates 11:10 - Are OpenAI & Anthropic slowing down? 22:15 - The personal AI agent explosion 26:08 - Why AI agents need crypto 29:22 - Wall Street FOMO for crypto 32:44 - Bitcoin bull trend & this week's macro data 35:52 - Why crypto wins the fourth quarter 38:14 - AI to bitcoin rotation & the VisserLabs index 45:52 - The micron moment for crypto
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