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This week Jordi Visser 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... show more
74,625 次观看 • 1 天前 •via X (Twitter)
22 条评论
@jvisserlabs bitcoin to 100k because of a clarity act, bitcoin to 40k because congress does nothing, pick a religion
@jvisserlabs Interesting take on the rate-growth disconnect. Along with @JohnWuestlbik2, you're at the top of my feed.
@jvisserlabs já tive essa conversa com um amigo na mesa de bar, ele falando de macro e eu mostrando o P&L do dia no vermelho
They do matter for real estate investors who want to get involved with Ai, BTC, etc. Rates are too high to refinance properties and that does no allow for A LOT of new money to flow into stocks and crypto. They are also high enough to impede selling properties as it is too expensive for new buyers due to too-high payments. Maybe not a big thing. but it is if you are a property owner wanting to get involved in this side of the market.
@jvisserlabs The rate transmission mechanism is broken because capital is chasing compute now
@jvisserlabs The AI and crypto connection is probably the part I’d be most interested in here. If liquidity stays supportive while AI keeps driving capital investment, BTC could benefit more than the current macro narrative suggests.
@jvisserlabs I just taught people who were/are into crypto were the ones that cycled back into AI 🙃kindly correct me pls
@jvisserlabs rates dont matter til they do
@jvisserlabs Bessent, Warsh, Trump, and the Fed all on the same page? If those four could reach a consensus in a short video, that would truly be more sci fi than the AI boom itself😂
@jvisserlabs Rates stopped mattering when the printer broke the math
@jvisserlabs rates dont matter lmao okay pompliano. my coinstats dashboard does more analysis than this whole episode.
@jvisserlabs Always look forward to you weekly convos with Jordi
@jvisserlabs bcz they accept the loan
@jvisserlabs You went from "there is no inflation" to "who cares if they raise rates" 😂😂
@jvisserlabs yeah been saying this, rates just don't hit the real economy like they used to
@jvisserlabs One adjustment made a bigger difference than I expected. I keep thinking about what I've learned.
@jvisserlabs Settlement reliability is the part that should outlive today’s issuer narrative
@jvisserlabs If interest rates are just background music now, I’ll bring the dance floor and let Bitcoin do the moonwalk. 🤣
@jvisserlabs Totally agree. When autonomous agents start out-optimizing traditional hedge funds, old market rules just stop making sense. Great breakdown!
@jvisserlabs Everyone has a hot take these days. What matters to me is whether there’s an actual argument behind it. VOICE
@jvisserlabs "Rates no longer affect the US economy" is doing a lot of work. The interesting version: which channel broke - mortgage refinancing, corporate maturities, or deficit-funded demand? Name that and the claim becomes testable. Otherwise it's a vibe, not a mechanism.
@jvisserlabs The point about rate sensitivity changing is interesting. Fiscal spending and longer-duration debt seem to be weakening the old transmission mechanism.
