X @Michaël van de Poppe
Michaël van de Poppe·2026-05-20 06:58
"Bubble talk is stupid."Jordi Visser (@jvisserlabs) ran capital at Weiss Multi-Strategy as CIO.30 years on Wall Street. Built one of the first vol-arbitrage frameworksfor systematic hedge funds.On the @new_era_finance podcast, he explained why:"PE goes UP in bubbles, not down. Right now PE is contracting whileearnings grow 27%. That's the opposite of a bubble.""Bitcoin is the truest scarce asset. AI will not change Bitcoin. AI isthe force that funnels money into something with a moat that does notget destro ...