Jordi Visser

So if that happens, what's the valuation of the hyperscalers?

Again, I think the tools are getting so powerful.

And at the end of this year, they're going to be even more powerful that the government can't allow.

They're going to need to be involved to a much greater degree on the decision making where the focus is.

What happened in Mexico?

Again, the K-shaped economy, you have 8 billion people on the planet that compared to people in St.

Barts and yachts.

There's a big difference.

And now they have, all of them, have a nuclear weapon in their possession.

And there's no way to stop it.

It can be in any country on the planet.

So when you see the situation in Mexico, this is what makes the quantum argument towards crypto so ridiculous.

Agent swarms, which I talked about, are now real.

So you're gonna see more hacks.

And at the same time that all this is going on, software is already being disrupted and re-rating.

So I've said before, the time to be long Bitcoin for the parabolic move, the time for the entrepreneurs to really start pressing the issue,

is when investors of the world that control the world's money can invest in growth anymore and the reason they can't invest in growth is what i said ai is compressing time and it's making everything binary bitcoin doesn't get hurt with that it doesn't get hurt with agent swarms it's built on cryptography like all of the things that were the benefits of it the scarcity that's what will happen so i believe

back to the point the mind-blowing part of this will be the rotation that is forced to happen as we come out of the inevitable central bank government whatever has to help the market if assets fall if i'm wrong it's because the assets just go to all-time highs again or we just kind of go sideways here all year in the s p 500 while the rest of the world does fine and where sandex sand disc goes straight up and micron goes straight up markets don't move like that to me

they actually start to follow.

And I believe the software stocks are saying a more important story than the memory shortage on this for the time being.