Why Are Bitcoin & AI Stocks CRASHING?!

This interview features Anthony Pompliano and macro hedge fund manager Jordi Visser exploring the recent market volatility affecting both Artificial Intelligence (AI) equities and cryptocurrencies like Bitcoin. Visser addresses the "AI trade," discussing market sentiment, the massive capital expenditure (CapEx) investments required for AI infrastructure, and the supply-demand imbalance in high-end memory chips (like those from Micron). He argues that while current growth may feel slow compared to previous quarters, the fundamental demand is significant, with potential for continued long-term growth through 2028.

The conversation also covers the "debasement trade," a macro-economic perspective that positions assets like Bitcoin, gold, and silver as hedges against systemic fiscal issues, such as government debt. They discuss the impact of rising global wealth on market volatility and the shifting landscape of corporate employment within tech giants. The discussion concludes by connecting these macro trends to the operational realities of modern tech and finance, such as the increasing role of AI agents and the changing utility of various Large Language Models (LLMs).