Occupying Wall Street may be the new mission for Bitcoin. This article is compiled from a video interview between Anthony Pompliano and Jordi Visser, who is a macro strategy investment expert with 30 years of experience on Wall Street. He interprets the current economic situation and discusses hot topics such as inflation, the stock market, Bitcoin, and AI. The traditional economic definition of 'recession' has become invalid; the market views Bitcoin as an indispensable part of asset allocation. Continuous currency devaluation is an inevitable trend, with independent investors and retail investors becoming the dominant force in the market. The essence of 'Federal Reserve put options' is perpetual currency devaluation, and Bitcoin's price is influenced by its correlation with the U.S. Dollar Index and U.S. Treasury yields. Changes in capital flow structure are more important than short-term economic fluctuations, and tariff policies that lead to currency repatriation put pressure on the dollar. The AI industry strongly supports the economy, the importance of historical experience is decreasing, and the economic structure is being reshaped. Institutional adoption of Bitcoin is accelerating, making it a necessary component of asset allocation, demonstrating resilience. The yield on 30-year Treasury bonds is approaching a 20-year high, increasing the risk of rising interest rates, which may push pension funds to raise long-term rates. AI startups are rising rapidly, traditional companies face increasing financing costs, and market structural differentiation is evident. Creative destruction is driving industrial upgrades, and career transitions and skill upgrades are becoming trends. The risk of continuous dollar depreciation is escalating, global capital is deeply involved, and the U.S. economy faces structural challenges. Disclaimer: The content does not represent the views of ChainCatcher, and readers should use it prudently based on independent judgment.
