@JasonMack99
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JMACK retweeted
Pomp and I have been doing these weeklies now for 18 months now. As the AI crypto merge hits the agentic swarms, we cover Why Now in crypto and what to expect from here as traditional investors are forced to understand the next leg of the digital economy and its impact on everything we know today from history. The world is changing quickly.
This week @jvisserlabs breaks down why bitcoin and stocks refused to crash even as the Fed hiked rates.
We also discuss why AI agents are now driving crypto's next leg higher and why the real "AI bubble" lives inside just two companies. Then we get into Andrew Yang's bombshell AI lab claims and why Jordi remains a bitcoin maxi for the next 30 years.
YouTube: youtube.com/watch?v=0Xz5_SQT…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/6mx…
TIMESTAMPS:
0:00 - Intro
0:51 - Why bitcoin & stocks didn't crash when the Fed hiked rates
4:44 - The liquidity cycle is broken (there are no more recessions)
14:34- AI agents solve impossible problems & what it means for the future
23:18 - Andrew Yang's AI lab bombshell claim
33:21 - Instinct AI & the rise of agent-run personal assistants
40:10 - Recursive self-improvement: AI outpacing human comprehension
43:22- Why Jordi is a bitcoin maxi for the next 30 years
48:06 - Bitcoin vs altcoins: are AI agents the new demand source?
55:54 - What would make Jordi change his mind?
1:02:33 - Bitcoin back above $80,000 & Jordi launches his crypto research
JMACK retweeted
I’m spending $2,200 a day on AI because this is the future.
Start your own ROI on tokens. Link in bio, a dollar a month.
Tokens are what you pay for when AI reads or writes something. So the number to watch is simple: spend $1,000 on tokens and see whether you make $2,000 back.
That one number decides everything. Once your spending is tied to a real dollar amount, you stop wondering whether AI is worth it, because you can see the return. In my case it’s trading tools, so I’m turning into a software company that builds what our own hedge fund uses.
A $2,200 day is only expensive if nothing comes back.
JMACK retweeted
Don't miss my brand new show with Jordi Visser.
@jvisserlabs says he sees Bitcoin differently than anyone he knows, and that includes Saylor. He agrees it will serve as the collateral of the system, but he disagrees about what gets it there.
We get into the latest AI warnings, whether the data center spending ends the way 2008 did, what actually starts Bitcoin's next bull run, and why he thinks worrying is waste of energy.
Let us know what you think in the comments.
Timestamps:
00:00 Trailer 00:56 Was the AI safety scare coordinated? 6:24 Who really benefits from regulation 9:49 Why the government can't let prices fall 15:18 Is the data center boom another housing bubble? 21:05 Why so few people own so much 26:40 What comes next for Bitcoin and digital money 32:36 The $184 trillion nobody talks about 43:40 The one thing he says survives everything 54:52 Why worrying is the worst investing habit
JMACK retweeted
Hot PPI, Hot CPI, 10% chance humanity dies, pause AI, Fed hawkish hike, brent hits 110, 10 yr rates hit highest level since 2007. That is the last week and as of now, SPX futures are down 30bps since 9/9 close. AAII Bear reading hits 53. That has happened 4.5% of the weeks since 1990. Combine that with a VIX below 20, 0.53% of the weeks. Combine that with a bull market defined by rising 50 week mov avg and above it and down to 0.48% of weeks. I won't add in 30+% EPS growth and rising estimate revs with the most important technology in human history. I would say this is what climbing a wall of worry looks like. All this and MAGS about to make new all time highs.
JMACK retweeted
Fiat Lucrum detail appreciation post.
BOTTOMLESS, it says on the tank, leaking orange liquidity into the water.
Two machines down at the bottom, doing opposite things: One is a giant tick. Drinking the orange liquidity because it got there first. The other is a scarab pushing an orange orb up the wall.
One is standing next to the tap. One built something. Guess which one is full.
ALT Fiat Lucrum detail photo, bottom middle section
🚨Pay Attention Here #IOND
$IOND got provisional base load status from ercot for the full 466mw expansion. big step!!
what it is: a place in line confirmed, with the grid operator agreeing ward county qualifies.
what it isn’t yet: final approval, or power delivered. energization is targeted for end of 2027 and the 466mw doesn’t have a tenant signed.
overall good news, and the step everyone was waiting for!
JMACK retweeted
🚨🚀 Ionic Digital gets conditional base load status for 466 MW in ERCOT!
As I previously posted this was very likely to happen. Yet this doesnt meant they get 466MW only that $IOND passes to the next round!
This explains the $85 pump!
uk.investing.com/news/assort…
JMACK retweeted
This week, Ionic Digital announced that ERCOT has provisionally classified the Company’s remaining 466 MW energization request for its Ward County campus as Base Load in the Batch Zero process.
Learn more in the press release below:
investors.ionicdigital.com/n…
$IOND
JMACK retweeted
🚀 $IOND reached a new all-time high of $81.45 today at market open!
Yet there is still no news regarding new HPC deals or updates related to batch zero.
This recent pump could be driven by people trading on insider information such as incoming HPC revenues, batch zero, or site acquisitions, but I tend to be slightly more inclined to view it as speculation.
My recommendation is still to hold 70% of your #IonicDigital stock. If the stock hits $85 to $86, I recommend selling another 5% to 10%.
If Ionic reports nothing positive about batch zero, this can be interpreted as bad news in my opinion, this will restrain their ability to sign new hpc deals leaving only midland or purchasing new sites to drive increase revenues, as I wrote in my latest article.
JMACK retweeted
Jordi Visser thinks the rise of AI agents is an argument for investors to buy bitcoin & crypto.
He says the debasement trade is compelling, but the fact that AI agents need to transact value in milliseconds is too big to ignore now.
Do you agree with @jvisserlabs?
I spoke with @jvisserlabs to understand why rising interest rates may not derail the AI-driven economy, bitcoin's path to new highs, and how AI agents are already reshaping markets, business management, and crypto adoption.
We also cover tokenization, portfolio allocation, and why a 0% crypto weighting makes no sense.
YouTube: youtu.be/5UhtaqWLSG0?si=YiLg…
Spotify: open.spotify.com/episode/5hh…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
0:58 - Why interest rates won't derail the AI-driven economy
13:43 - Bitcoin, stocks & the money printing trade
20:28 - Tokenization, AI agents & the next wave of investment opportunities
22:42 - Bitcoin's path to $100K & the four-year cycle debate
29:11 - AI agents are already changing how business gets done
35:07 - Markets never sleep: how agents are reshaping trading
38:06 - Managing AI agents like a team
46:01 - Using AI to cut through market fear
52:01 - Why every portfolio needs crypto exposure
DCA (Dollar Cost Averaging)
Wining strategies 🔥 Pay Attention
This one is a bit of a riddle by way of @FinXRob.
How can you start buying at $100k and $126k, but still be up 14%?
JMACK retweeted
The merging of AI + crypto and the traditional finance world is happening at light speed. Robinhood Chain this past week was a major point in the history of this merge as traditional finance analysts were forced to upgrade HOOD on the back of "new revenue" streams. However, the ecosystem of tokens that benefitted from the HOOD story cannot be found in the WSJ. Do your homework now. The next year is about the merge.
THIS HERE, gifts for the Coinflip users!!
JMACK retweeted
This is a visual I put together for this weekend's video. It is built from timestamps of an interview with Marc Andreessen from April on the importance of the collision of AI agents and crypto. I will go through in detail on Sunday morning but this intersection is the most important investment theme for the next year. Do your homework now.
