No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO

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November 9, 2025
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Jordi Visser
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No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO

Transcript

Uh first of all, thank you and welcome to everyone who's uh who's joining for the first week. Busy week with uh my Substack on the Bitcoin IPO. So uh for those of you joining for the first time, first of all, subscribe if you haven't. Secondly, uh the goal of this since the day I started it was really to go through the traditional macro world, econ... Read More

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