I Don't Think You Realize What Just Happened | Jordi Visser

Jordi Visser joins Marty Bent to break down why AI infrastructure and compute shortages are driving a real economic shift, not a bubble. They cover parabolic token demand, the death of the 60/40 portfolio, enterprise agentic adoption, and why Bitcoin and tokenization are converging with the AI stack. Visser argues bottlenecks, not hype, define the trade. STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord:   / discord   Opportunity Cost Extension: https://www.opportunitycost.app/ Jordi on X: https://x.com/jvisserlabs Jordi’s Substack: https://substack.com/@visserlabs Jordi on YouTube: ‪@JordiVisserLabs‬ Download Bitkey Today and use my promo code TFTC to get 10% off the new Bitkey. This episode has been sponsored by Bitkey. https://bitkey.world/ Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc 0:00 - Intro 0:43 - AI Buildout and Skeptics 5:44 - AI Is The Economy 10:42 - Bottlenecks and Efficiency 22:41 - Token Demand Explodes 28:40 - Corporate Hierarchy Dies 35:47 - AI Empowers Individuals 47:03 - Tradeoffs and Pharma 55:13 - Crypto Tokenization Future Join the TFTC Movement: Main YT Channel    / tftc21   Clips YT Channel    / @martybenttftc   Website https://tftc.io/ Twitter   / tftc21   Instagram   / tftc.io   Nostr https://primal.net/tftc Follow Marty Bent: Twitter   / martybent   Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ #bitkeypartner 20#29 - Bitkey & Aven 33#45 - CrowdHealth & Unchained