Macro Breaking Point: Iran, AI & Why Bitcoin is the Ultimate Growth Asset with Jordi Visser - Video

Macro investor and "The Macro AI Nexus" author Jordi Visser returns to Coin Stories with a sweeping outlook on everything rattling markets right now. From the Iran War and the Strait of Hormuz to AI's destruction of white-collar jobs and what it all means for Bitcoin.

We discuss:
- The Iran war, the Strait of Hormuz, and why Jordi sees inflation hitting 4–5% by mid-year
- Why software stocks are no longer investable, and why Bitcoin fills that void as a growth asset
- How AI agents and stablecoins are about to flood money into the Bitcoin ecosystem
- The AI jobs crisis: who's at risk, who's safe, and why learning AI is the #1 career hedge
- Why a superintelligent being arriving in five years makes Bitcoin the scarcest asset on Earth

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*IN THIS EPISODE*
00:00 Politicians Have a Plan or They're Incompetent?
2:37 Iran, the Strait of Hormuz & Energy Markets
5:02 Gemini Bitcoin Credit Card | Bitcoin is For Everyone
5:41 Ledn Bitcoin-backed Loans | Abundant Mines
6:35 Helium Issues Rising
7:45 Strait of Hormuz Closure, More War Possible?
9:44 Inflation Heading Back to 4–5%
10:39 How to Position as an Investor Right Now
13:51 AI Disrupting Industries
17:16 Speed Wallet | Bitkey | The Bitcoin Way
18:38 Bitcoin 2026 | BitcoinIRA
19:17 OnlyFans, Young People & the Broken Economy
21:36 How Deep Does AI Really Go? Jordi's Daily Practice
23:12 Rising Price of AI Chatbots
24:04 Intersection of AI & Bitcoin
26:32 Bitcoin Adoption
31:28 Risks and Opportunities

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Producer: Aron Bender https://www.linkedin.com/in/aron-bender
Editor: Silas Foley

???? LEGAL & RISK DISCLOSURE This content is for entertainment purposes only — not financial, legal, or tax advice. Always consult a licensed professional. I may receive compensation from sponsored content and affiliate links at no cost to you. Cryptocurrencies are highly volatile and speculative; you risk losing capital. All opinions reflect personal views based on information available at time of recording and are not guaranteed to be accurate or predictive of future performance.

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