Macro Breaking Point: Iran, AI & Why Bitcoin is the Ultimate Growth Asset with Jordi Visser

Macro investor and "The Macro AI Nexus" author Jordi Visser returns to Coin Stories with a sweeping outlook on everything rattling markets right now. From the Iran War and the Strait of Hormuz to AI's destruction of white-collar jobs and what it all means for Bitcoin. We discuss: The Iran war, the Strait of Hormuz, and why Jordi sees inflation hitting 4–5% by mid-year Why software stocks are no longer investable, and why Bitcoin fills that void as a growth asset How AI agents and stablecoins are about to flood money into the Bitcoin ecosystem The AI jobs crisis: who's at risk, who's safe, and why learning AI is the #1 career hedge Why a superintelligent being arriving in five years makes Bitcoin the scarcest asset on Earth Follow Jordi Visser on X https://x.com/jvisserlabs 📖 Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what’s broken in our current financial system https://amzn.to/3WzFzfU ⚡ Coin Stories is powered by Gemini Invest as you spend with the Gemini Credit Card. Earn up to 4% back in Bitcoin on everyday purchases, like gas, dining, groceries, and more—with no annual fee. The Gemini Credit Card is issued by WebBank. See website for rates & fees https://www.gemini.com/natalie ⚡ Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie ⚡ Abundant Mines 100% Passive Income. Massive Tax Advantages. Start Bitcoin Mining Today. Get 1 month of free hosting with my link https://abundantmines.com/Natalie/ Watch my podcast with the founders    • Can You Make Better Income From Bitcoin Mi...   ⚡ Speed Lightning Wallet For easy, low-cost, instant Bitcoin payments, I use Speed. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats https://www.speed.app/coinstories ⚡ Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES99 at https://bitkey.world ⚡ The Bitcoin Way Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way https://www.thebitcoinway.com/natalie ⚡ BitcoinIRA You can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA https://www.bitcoinira.com/natalie Natalie's Upcoming Events ⚡ Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL https://tickets.b.tc ⚡ BTC Prague is June 10-13. Get 10% off Early Bird passes using code HODL https://btcprague.com/ Extra Services to Consider ⚡ Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America’s most secure mobile service, trusted by CEOs, VIPs and top corporations https://www.efani.com/natalie ⚡ Ditch your fiat health insurance like I did four years ago! Join me at CrowdHealth www.joincrowdhealth.com/natalie for a discounted plan. IN THIS EPISODE 00:00 Politicians Have a Plan or They're Incompetent? 2:37 Iran, the Strait of Hormuz & Energy Markets 5:02 Gemini Bitcoin Credit Card | Bitcoin is For Everyone 5:41 Ledn Bitcoin-backed Loans | Abundant Mines 6:35 Helium Issues Rising 7:45 Strait of Hormuz Closure, More War Possible? 9:44 Inflation Heading Back to 4–5% 10:39 How to Position as an Investor Right Now 13:51 AI Disrupting Industries 17:16 Speed Wallet | Bitkey | The Bitcoin Way 18:38 Bitcoin 2026 | BitcoinIRA 19:17 OnlyFans, Young People & the Broken Economy 21:36 How Deep Does AI Really Go? Jordi's Daily Practice 23:12 Rising Price of AI Chatbots 24:04 Intersection of AI & Bitcoin 26:32 Bitcoin Adoption 31:28 Risks and Opportunities OTHER RESOURCES Natalie Brunell’s website https://www.talkingbitcoin.com SUPPORT NATALIE BRUNELL’S SHOWS Strike ID https://strike.me/coinstoriesnat Cash App $CoinStories FOLLOW NATALIE BRUNELL ON SOCIAL MEDIA X https://x.com/natbrunell   / nataliebrunell   Producer: Aron Bender   / aron-bender   Editor: Silas Foley 📄 LEGAL & RISK DISCLOSURE This content is for entertainment purposes only — not financial, legal, or tax advice. Always consult a licensed professional. I may receive compensation from sponsored content and affiliate links at no cost to you. Cryptocurrencies are highly volatile and speculative; you risk losing capital. All opinions reflect personal views based on information available at time of recording and are not guaranteed to be accurate or predictive of future performance. #bitcoin #crypto #macro #stocks #cryptocurrency #news #economy