#795: Tokenization Unlocks $900 Trillion in Wealth with Jordi Visser

Marty Bent (0:07)

You've had a dynamic where money has become freer than free.

When you talk about a Fed just going nuts, all the central banks going nuts. So it's all acting like safe haven.

Jordi Visser (0:18)

I believe that in a world where central bankers are tripping over themselves to devalue their currency, Bitcoin wins. In a world of fiat currencies, Bitcoin is the victor.

Marty Bent (0:29)

I mean, that's part of the bold case for Bitcoin.

SPEAKER_3 (0:31)

If you're not paying attention, you probably should be.

Marty Bent (0:36)

Yeah, no, I know there. So I'm not sure if you saw the Cetrine post this morning, but it was somebody using Muse, and they were on a Delta flight that got canceled on the tarmac, and he immediately went, rebooked this flight, and on top of that, go find how I can get reimbursed for this flight that just got canceled. Within minutes, he had a $250 credit, and the Cetrine post was like, number one, you're insane to think that this is a bubble, and this is going nowhere. Maybe there are bubbly parts, but there is true utility here. To say there's no use case is completely asinine. Then number two, like all those pennies that consumers have left on the ground with that $250 credit, they're about to get picked up by the agents, and airlines being a perfect example. What happens when people start efficiently using their miles and taking advantage of the refunds they can get?

Jordi Visser (1:26)

This is the beginning of the deflationary pressure on everything that we've talked about.

That we've, as people realize that AI is deflationary, to get deflationary for the service side, you need AI agents because the agents make decisions based on efficiency, and the use of it is just, I mean, that description of what Cetrina did, you have to think about all the frustrating times you've had waiting to then rebook something. You get in a line when you get off the plane, and how long the line is, and everyone's trying to get on one, and then you're trying to get a refund, and you're trying to rebook things. All of this stuff will be handled, the frustrating part will be handled by agents, and that's already happening, and it's happening now. So whether it's Metamuse or whether it's Instinct AI, there's a reason why these things are having an impact now on the market.

Marty Bent (2:13)

Yeah, well, like I was telling you, I took Metamuse for a spin this morning just to check it out.

Tried to book Amtrak, Amtrak's a bot, no. But point being, it feels like the first, like I said it to my wife after playing with it for 10 minutes. So it's like, okay, I don't have to set up a Hermes agent for you. Like this is the agent that you can use to coordinate our calendars, the boys' sports schedule, all of that, like download it, play with it today.

Jordi Visser (2:40)

That's the reason why this has now entered around for me of time.

Any speaking engagement I'm doing now, it all gets back to time.

You have to think about OpenClaw, which is a February thing in terms of like adoption. Then you get into Hermes, then you get into Grokbot, then you get into, well, AstroneClaw can already do this and we're going to make it easier, and we're going to embed all this into one. If you use Grokbot, it's a completely different situation using multiple agents to run around and do tasks for you. It's more like an autonomous workforce. With Muse and with Instinct AI and a lot of the other private ones, now you're getting into what we expected from Siri and what we expected from Alexa. But again, it's the fact that we're talking about something that is now seven months. So what has happened is the compression of time is happening through the model releases and through the advancements. The Navier-Stokes problem, the agents swarm fears over, you know, hackings. These are all indications that were, you know, as I say repeatedly now, page 71 of Situational Awareness with Leopold shows where everything starts to speed up so fast, humans can't comprehend the change and they can't keep up with it. Well, if we can't keep up with it, and we're starting to get into the transaction phase, the SWIFT system and everything that was built for humans will not work with the agents and they're going to start demanding faster rails.

Marty Bent (4:19)

Yeah. No, it was this morning.

Again, the problem with Amtrak, you were describing some monopoly and will move, but the airlines have moved. But imagine when I can load it up with a Bitcoin wallet, like you were going into your box, you have Bitcoiners, you have the programmable money, then you have the incumbents. I'm a Bitcoiner. And the beauty about the programmable part is like, if I want to use Bitcoin as my currency, the native digital currency, and I don't want to touch anything else, I can just give the agent a Bitcoin wallet. It's like, all right, go figure out how to convert to the preferred currency of the service provider or the other agent you're buying something from. And I can see that's where things are going. Like I was saying, we're at the first stage where the incumbents have to realize this and begin re-architecting the infrastructure on the digital side they have to enable this because once they do, they're going to get a ton more business, I think.