The Saas Pocalypse Bitcoin Crash And Why Understanding Palantir Is Now Important

Author: Jordi Visser Date: 2026-02-08 Type: transcript Evidence: 25 Themes: 6

bitcoin-proxy-vehicle-selection

🟢 [E5456] You enjoy your Bitcoin.
supporting · 2026-02-08
🟢 [E5451] Uh, I've shown John Ro and I've talked about the fact that John Ro and I had different views on Bitcoin and I'll say for this year, but regardless of for this year, what has been true, John put this out um, last year uh, at the end of the year and basically said his target on the
supporting · 2026-02-08
🟢 [E5462] This is my view of Bitcoin.
supporting · 2026-02-08
🟢 [E5455] Um there's not only bearish sentiment in terms of the crypto community, which I've talked about and written about many times about how bearish people are, but when you get in stuff like this, um buying Bitcoin is like buying air.
supporting · 2026-02-08
🟢 [E5445] We're going to start with Bitcoin.
supporting · 2026-02-08
🟢 [E5450] The other two lines there are where I've been buying the last uh, year, partly for myself, partly in terms of setting up a strategic Bitcoin reserve for my children, which I've talked about with Anthony Pompiano many times.
supporting · 2026-02-08

treasury-bond-crisis-rates

🟢 [E5453] The other two lines there are where I've been buying the last uh, year, partly for myself, partly in terms of setting up a strategic Bitcoin reserve for my children, which I've talked about with Anthony Pompiano many times.
supporting · 2026-02-08
🟢 [E5461] Too many people are brainwashed by non-rigorous and unquestioning actors dressed up as the business media, social media, investment strategists trying to sell you garbage at inflated prices.
supporting · 2026-02-08

ai-disruption-knowledge-economy

🟢 [E5467] And because most people and especially the two I just referenced have called AI a bubble continuously on the upside faded things like Micron and Nvidia and everything else.
supporting · 2026-02-08
🟢 [E5460] Uh, this is not a personal thing against him and what he posts.
supporting · 2026-02-08
🟢 [E5459] Too many people are brainwashed by non-rigorous and unquestioning actors dressed up as the business media, social media, investment strategists trying to sell you garbage at inflated prices.
supporting · 2026-02-08
🟢 [E5452] Uh, I've shown John Ro and I've talked about the fact that John Ro and I had different views on Bitcoin and I'll say for this year, but regardless of for this year, what has been true, John put this out um, last year uh, at the end of the year and basically said his target on the
supporting · 2026-02-08
🟢 [E5443] The goal at the end of the day is both to help you with AI, but also to help you from a trading perspective and hopefully give you some insights that are more regular and more detailed than what you get on on the video.
supporting · 2026-02-08
🟢 [E5466] My belief is on what I think is happening from a macro basis from the disruption of AI.
supporting · 2026-02-08
🟢 [E5454] I'll be highlighting again.
supporting · 2026-02-08
🟢 [E5449] There are no silos withund 60 IQs and Einstein IQ's for AI across every single vertical that you can think of.
supporting · 2026-02-08
🟢 [E5448] There are no silos in a world of AI.
supporting · 2026-02-08
🟢 [E5447] Uh and that's because AI is like electricity.
supporting · 2026-02-08
🟢 [E5458] Um there's not only bearish sentiment in terms of the crypto community, which I've talked about and written about many times about how bearish people are, but when you get in stuff like this, um buying Bitcoin is like buying air.
supporting · 2026-02-08
🟢 [E5446] trades and themes which I think you want to be on top of with me because like I've said before, I don't think the sell side can cover this.
supporting · 2026-02-08

crypto-regulatory-stablecoin-catalyst

🟢 [E5463] point where when it's beaten down in the ground, I not only want to see the crypto side bearish.
supporting · 2026-02-08
🟢 [E5465] I have full faith that when the AI aentic world accelerates which is what is happening right now people start to recognize how the crypto utility phase starts to accelerate.
supporting · 2026-02-08
🟢 [E5457] Um there's not only bearish sentiment in terms of the crypto community, which I've talked about and written about many times about how bearish people are, but when you get in stuff like this, um buying Bitcoin is like buying air.
supporting · 2026-02-08

financials-banks-deregulation

🟢 [E5464] I want to start seeing the people who are perma bearish on it, another one, Michael Bur, um, come out and start talking about how things are going to go bankrupt and what's going to go on.
supporting · 2026-02-08

ai-capex-infrastructure-bottleneck

🟢 [E5444] Uh we did a lot in let's say a week in terms of the SAS side but what we haven't yet done is just the recognition of the $90 trillion infrastructure in number seven and what's coming the race for critical minerals.
supporting · 2026-02-08