Less Noise, More Signal

← Less Noise, More Signal14 okt · 1 u 13 min

Jordi Visser: Why the AI Economy Needs Crypto Rails

Jordi Visser: Why the AI Economy Needs Crypto Rails14 okt1 u 13 min

<p>MEMBERSHIPS</p><p>Become a premium member on YouTube and Spotify for early access and bonus content. Join now!</p><p><br></p><p>DISCUSSION </p><p>💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE</p><p><br></p><p>EPISODE</p><p>Jordi Visser, a macro investor, shares insights on how AI, Bitcoin, and tokenization are reshaping markets, macroeconomics, and the future of finance. This episode explores the implications of technological innovation on global liquidity, government debt, and investment strategies.</p><p><br></p><p>Follow Jordi Visser 👉https://x.com/jvisserlabs</p><p>https://substack.com/@visserlabs</p><p><br></p><p>SUPPORT</p><p>⚡️LNMS on Lightning: lnms@ln.mtpelerin.com</p><p>₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p</p><p>💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00</p><p>Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.</p><p><br></p><p>LINKS </p><p>📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/</p><p>🎧 LNMS on Apple: https://tinyurl.com/4apksnyn</p><p>🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku</p><p>🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw</p><p>🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p</p><p>🌐 LNMS Website: https://www.lessnoise-moresignal.com/</p><p>📖 Bitcoin Book: https://www.amazon.de/dp/1967693013</p><p>🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn</p><p><br></p><p>SOCIALS</p><p>Follow on X👉 https://x.com/pahueg</p><p>Follow on Nostr 👉 https://primal.net/pascal</p><p>Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/</p><p><br></p><p>CHAPTERS</p><p>00:00 Intro</p><p>02:41 AI&#39;s Rapid Impact on Business Setup</p><p>03:14 Current Macro Environment and Yields</p><p>06:38 Europe&#39;s Economic Outlook and Challenges</p><p>11:02 Tokenization&#39;s Impact on M2 and Liquidity</p><p>12:00 The Future of Digital Economy and Asset Valuation</p><p>13:49 AI&#39;s Role in Productivity and Growth</p><p>15:41 AI, Taxation, and Government Revenue</p><p>17:07 Bitcoin&#39;s Role as a Digital Store of Value</p><p>18:04 Bitcoin and Ideological Narratives</p><p>19:59 AI and Competition in the Digital Economy</p><p>21:57 The Future of Tokenized Assets and Value Capture</p><p>24:08 Moats, Innovation, and Market Dynamics</p><p>25:35 Agentic Compute and Exponential Growth</p><p>26:49 Liquidity, Tokenization, and Asset Valuation</p><p>29:49 The Evolving Definition of Money</p><p>31:59 The Digital Economy