Bitcoin Survives Biggest Crypto Hack In History?! | Jordi Visser

<p>Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the $6 billion Binance hack and what it means for bitcoin, the rise of AI-driven cyber attacks, Anthropic’s S-1, Microsoft’s 60,000-person buyout offer, and Eli Lilly’s record quarter. We also discuss interest rates, the AI bubble debate, and why Jordi believes bitcoin is the purest AI trade.</p><p>=====================</p><p>Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI &amp; Gold, allocating to the S&amp;P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at <a href="https://www.archpublic.com" target="_blank" rel="noopener noreferer">https://www.archpublic.com</a>, and start your FREE automated trading strategy! </p><p>=====================</p><p>Sleep better with Fitnexa SomniPods 3 — ultra-thin sleep earbuds built for all-night comfort. With 42dB of noise cancellation, sleep tracking, and personalized AI insights, they&#39;re designed to block out noise and help you actually rest, whether you&#39;re a side sleeper, a light sleeper, or dealing with a snoring partner. Use code POMP10 for $10 off at <a href="https://www.fitnexa.com" target="_blank" rel="noopener noreferer">https://www.fitnexa.com</a>.</p><p>=====================</p><p>Today&#39;s episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at <a href="abra.com/pomp" target="_blank" rel="noopener noreferer">abra.com/pomp</a>. Borrowing may trigger liquidation; investment strategies may lose principal.<br>Paid sponsorship. Not investment advice.</p><p>=====================</p><ul><li>0:00 - Intro</li><li>0:56 - Binance $6B hack &amp; AI cyber threats</li><li>9:13 - Bitcoin volatility, tokenization &amp; key price levels</li><li>13:32 - FTX parallels: is the bottom in?</li><li>21:15 - AI bubble fears vs exploding fundamentals</li><li>24:15 - Microsoft’s 60,000 buyouts &amp; labor vs capital</li><li>29:11 - Anthropic S-1 &amp; why bitcoin is the purest AI trade</li><li>34:06 - Private market valuations &amp; slow AI adoption</li><li>38:41 - Eli Lilly’s record quarter</li><li>48:29 - Cybersecurity stocks