Prediction evidence

This week @jvisserlabs explains why interest rates do not affect the US economy like they used to. All the doomers worried about interest rates and oil prices are offsides. We also discuss why the Clarity Act could send bitcoin to $100K, how AI's exponential progress is leaving the market mispriced, the Fed's rate decision, the Trump-Bessent-Warsh alignment on AI and crypto, and why the AI bubble skeptics have it backwards. YouTube: https://t.co/1TecB85mkA Spotify: https://t.co/usIz2O29I3 Apple: https://t.co/usIz2O29I3 TIMESTAMPS: 0:00 - Intro 0:57 - Do interest rates even matter anymore? 4:44 - Static vs Dynamic investors 9:30 - AI agents vs hedge funds vs retail: the new market structure 12:01 - How do you actually value crypto? (Robinhood chain & tokenization) 23:09 - Timing the next bitcoin bull market 27:05 - AI news dump: Astra, hacking scares & the AGI debate 35:27 - The Fed's rate decision: three scenarios 42:20 - Bessent, Warsh & Trump's Fed alignment 50:54 - Bitcoin, AI & Space as $2 trillion assets