E182: Jordi Visser: Wall Street Is All In On AI, But He's Buying Bitcoin Instead
When Shift Happens PodcastShow Notes
Jordi Visser, macro strategist at 22V Research and former Weiss Multi-Strategy CIO, breaks down why Bitcoin is his hedge against a coming age of AI-driven abundance and why he holds no interest in ever selling. He also dives into longevity, heart rate variability, and why chasing money and status like buying a house may be the wrong game to play. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS ⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/ 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com 🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto ___________ CONNECT WITH JORDI Twitter: https://x.com/jvisserlabs FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
0:00 Introduction 2:10 Was Jordi Happy With His Weekend & Activities 3:49 How Does One Live Until 100 Years Old 4:31 Why Jordi Is Fascinated With Longevity 5:44 What Kills The Habit Of Living Healthy 7:20 Jordi’s Thoughts On Supplements & Meds 9:51 Partnerships: @Variational @BitwiseInvest 12:17 How Distribution Of Wealth Affects Longevity 14:03 Jordi’s Opinion On Peptides & Hormones 17:47 What Is Heart-Rate Variability 21:21 How Can You Track Heart-Rate Variability 25:12 Jordi’s Findings Within The Finance World 29:10 When Jordi Learned The Concept Of Money 31:58 Partnership: @KASTxyz 32:47 What’s The Point Of Making More Mone 38:20 Does Abundance = More Affordable 38:54 Why Would We Still Need To Build Wealth 41:22 How Jordi Became Fascinated With Bitcoin 47:44 Jordi’s Thesis On Bitcoin Explained Simply 50:10 How Much Of Jordi’s Portfolio Is Bitcoin 50:48 Would Jordi Ever Sell His Bitcoin 51:52 Partnerships: @JupiterExchange @Ethena 52:38 How Big Does Bitcoin Get 54:00 Jordi’s Thoughts On “Bitcoin Is Too Expensive” 55:28 Why Have A Channel About Crypto & Not Bitcoin 56:25 Does Jordi Invest In Other Crypto Assets 57:24 Other Scarce Assets Jordi’s Invested In 58:41 Should 20 Year Olds Work Towards Buying A House 1:02:00 The Difference Between Routine & Unique 1:03:57 Why You Should Prioritize Longevity 1:07:02 Closing Thoughts
More from When Shift Happens Podcast
Dan Tapiero, founder of $1.7 billion digital asset firm 10T Holdings, returns to reveal the boring secrets to getting rich in crypto that actually work, from why he passed on FTX to the selling rule that keeps you from giving it all back. After 35 years in investing, including working under legends Stan Druckenmiller, Julian Robertson and Steve Cohen, Dan explains why crypto is the easiest place in the world to make money and the hardest place to keep it. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS ⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/ 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com 🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto ___________ FOLLOW DAN TAPIERO • Twitter: https://x.com/DTAPCAP • LinkedIn: https://www.linkedin.com/in/dan-tapiero-22b41b191/ FOLLOW 50T HOLDINGS • Twitter: https://x.com/50TFunds • Website: https://www.50tfunds.com/ FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome. 0:00 Intro 2:05 What Rich People Understand About Money 3:54 Why Dan Isn't On Instagram 5:18 The Biggest Myths About Getting Rich 6:43 Advice That Keeps People Poor 9:49 How FOMO Becomes The Wrecker Of Wealth 15:25 Partnerships: @Variational @BitwiseInvest 16:17 What People Shouldn't Optimize For In Crypto Today 18:20 Mistakes People Make In Their 20s & 30s 20:54 Knowing When To Sell Is A Skill All Should Learn 25:54 Skill vs Patience In Wealth Building 28:54 Why Do People Sell Their Winners Too Early? 30:46 Partnership: @KASTxyz 31:34 Where We're At Within The Crypto Wealth Cycle 37:20 Dan's Thoughts On Zcash's Progress 39:50 The Best Ways To Bet On Assets Going On Chain 43:01 How Bullish Is Dan On NFTs? 45:38 What Smart People In Crypto Get Wrong Today 48:26 Partnerships: @JupiterExchange @Ethena 49:09 Why All Monetary Value Will Go On Chain 51:21 Where Should A 25-Year-Old Spend Their Energy? 52:57 The Secrets To Getting Rich In Crypto 58:04 What Does A Rich Life Look Like For Dan? 59:58 Closing Thoughts
Raoul Pal believes we have roughly four years to build wealth before AI fundamentally changes how the economy works. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS ⚖️ Variational aggregates liquidity to offer industry-leading depth on crypto, equities, commodities, and more: https://www.variational.io/ 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries - Get $20 Signup Bonus - https://go.kast.xyz/VqVO/SHIFT - promo code: SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off - promo code: WSH10 - https://affil.trezor.io/SH12h 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com 🚀 Kalshi is a US regulated financial exchange that allows users to trade on the outcomes of real-world events : https://kalshi.com/category/crypto ___________ CONNECT WITH RAOUL👇 Twitter: https://x.com/RaoulGMI Linkedin: https://www.linkedin.com/in/raoul-pal-real-vision/ Instagram: https://www.instagram.com/raoulgmi YouTube: @RaoulPalTJM GET RAOUL PAL’S FREE REPORT AND PREPARE FOR THE NEXT DECADE: https://rvtv.io/3YOZZUe CONNECT WITH REAL VISION👇 Twitter: https://x.com/RealVision Website: https://www.instagram.com/realvisiontv YouTube: @RealVisionPresents FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.
Changpeng Zhao (CZ), founder of Binance, sits down with Kevin live on stage at Bitcoin Asia 2026 in Hong Kong and explains why right now is the best point in history to build wealth in crypto. He breaks down why $1 million Bitcoin is coming faster than anyone expects, why Bitcoin will overtake gold in the next bull run, the exact crypto allocation he tells governments to hold, and what the biggest AI companies are telling him about launching their own tokens. Where the next decade of crypto is going, from the man who built the biggest exchange in the world. THE SHIFT NEWSLETTER 💡Go beyond the mic - subscribe to The Shift, my new weekly newsletter where I share the uncut stories, raw takes, and behind-the-scenes notes from When Shift Happens: https://www.kevinfollonier.com/crypto-web3-newsletter ___________ PARTNERS 🚀 Jupiter is the most used Decentralized Exchange in Crypto and the largest DEX by volume on Solana: https://jup.ag/ 💳 KAST lets you manage and spend stablecoins or crypto with a Visa Card or Apple Pay. Live in 100+ countries: https://go.kast.xyz/VqVO/SHIFT 🔓 Trezor offers the safest cold-storage wallets for crypto and true financial independence. Buy with 10% off (promo code in video): https://trezor.io/?transaction_id=102... 🌱 Bitwise Asset Management manages $15B+ across 30+ crypto investment products — ETFs, index funds, alpha, staking, and more. https://bitwiseinvestments.com/ ⚖️ Ethena is a synthetic dollar protocol on Ethereum, offering a crypto-native, non-bank-dependent stablecoin called USDe. It uses a delta-neutral hedging strategy with staked ETH to maintain a $1 peg. https://ethena.fi/ 💧 Sui is a next-gen Layer 1 making digital asset ownership fast, private, and secure. https://sui.io/ ♾️ Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. https://www.coinsilium.com ___________ FOLLOW CHANGPENG ZHAO (CZ)👇 Twitter: https://x.com/cz_binance FOLLOW WHEN SHIFT HAPPENS Twitter (X): https://x.com/KevinWSHPod Instagram: https://www.instagram.com/kevinfollonier_ TikTok: https://www.tiktok.com/@kevinfollonier_ Linkedin: https://www.linkedin.com/in/kevinfollonier/ Website: https://kevinfollonier.com/ DISCLAIMER The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome. #CryptoNews, #JupiterDEX, #SolanaEcosystem, #DeFiInsights, #DEXAggregator, #CryptoTrading, #Web4, #BlockchainFuture, #TokenEconomics, #CryptoCommunity, #DeFiGrowth, #CryptoAdoption, #FintechRevolution, #CryptoMistakes, #FoundersStory, #CryptoBuilders, #DeFiRevenue, #CryptoVolume, #CryptoCulture, #Web3ToWeb4, #CryptoInnovation, #SolanaDEX, #CryptoProduct, #BlockchainStrategy 0:00 Intro 0:37 Do We Need 25 Years For Bitcoin To Hit $1M 1:36 What’s Needed For This Century To Be Bitcoin Century 3:26 How Tokenization Links To Bitcoin’s Success 5:08 Will Bitcoin Weaken Or Strengthen Governments 8:47 Are Governments Serious About Bitcoin Today 11:14 What Most Governments Aren’t Doing With Bitcoin 12:56 Which Countries Are Doing The Best With Bitcoin 15:36 Will Bitcoin Become More Valuable Than Gold 16:33 Could We Be Wrong About Bitcoin Being Better Than Gold 17:17 How Much Should Countries Go In On Bitcoin 20:37 What’s Driving The Next Bitcoin Cycle 21:49 How AI Agents Will Trade Crypto 25:21 Stablecoins vs Bitcoin’s Future 26:54 What Will CZ Contribute To The Bitcoin Century
Jordi Alexander, founder and CEO of crypto trading firm Selini Capital, explains why retirement is a 20th century dream and why no amount of money will ever be "enough" in a world being rebuilt by AI.
Changpeng Zhao (CZ), founder of Binance, opens up on why he's always bullish on Twitter, how a single tweet lined up with Bitcoin's 20% pump right before Trump's crypto speech, and why he believes crypto is still nowhere near saturated with less than 1% global penetration.