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Jordi Visser: Why Bitcoin Sentiment Collapsed, What Brings It Back and Why the AI Warnings are Wrong
Jordi Visser is back by popular demand. I shared something I've been noticing all year — that Bitcoin sentiment feels different this cycle, less like a movement to fix a broken system and more like a line item in a portfolio.
He pushed back harder than I expected. His argument is that the old financial system is breaking in front of us, a new one is forming faster than people think, and Bitcoin is the piece of it he's certain survives. We discuss:
Whether the sudden push for AI regulation was coordinated, and who benefits
His response to the argument that the data center debt looks like 2008…
The skinny
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