How Fed Rate Cuts Affect Bitcoin, AI & The Market

Jordi Visser (‪@JordiVisserLabs‬) is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. Then we go deep into the AI landscape — where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026.

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⏰ TimeStamps:
0:00 - Intro
0:52 - Fed decision, rate cut & initial market reaction
5:45 - How equities & bitcoin reacted
9:32 - Identifying the next consensus trade & AI progress
15:44 - When is AI escape velocity?
20:34 - Impact of open-source vs closed-source models
26:28 - How hedge funds are actually using AI
30:40 - Small business stress, economic transition & IPO wave
37:20 - Biggest risks, corrections & market volatility ahead
42:00 - The next AI cycle: chips, power & real-world systems
45:50 - Preview for Jordi’s next video

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