Jordi Visser
๐ค SpeakerAppearances Over Time
Podcast Appearances
What it's good for is the people transacting.
I believe in prediction markets.
I believe in tokenization connected to prediction markets.
All of these things to me are going to happen and they're going to continue to increase next year.
The one thing that didn't happen this year
as long as Dan Ives is right and the stocks that he's following are doing well, people don't need Bitcoin.
They don't need that innovation.
What drives people into an innovative name like Tesla or Bitcoin, it has to happen when there's not as many opportunities and choices and things that are working that are bigger market caps.
Bitcoin has a market cap where history will tell you when you get to this level,
You're real.
Like, you don't have to doubt it anymore.
Could we go to 80,000?
I guess we could if the stock market falls off.
But I don't think the S&P is going to fall off.
I think we're at the end of a liquidation of growth stocks and that next year growth will not be a good factor.
Growth has a variety of times where it doesn't work.
Bitcoin is heavily, heavily correlated to retail trading.
It's heavily correlated in the short term to growth.
If I'm right and growth isn't going to work the way that it is, this is not a value trade.
This is just...