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Top Three Videos – September 26, 2026

Chris Martenson: The Biggest Energy Shock of Our Lifetime. You Don’t Own Enough Gold...(September 23, 2026)

ITM Trading Ltd...

Summary

 

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Jordi Visser: He Says the Next Crisis Is Never Coming...(Sept 24, 2026)

TFTC...

Summary

Jordi Visser argues that consumer AI agents such as Meta’s Muse, now the No. 1 downloaded app, mark the start of AI-driven deflation in services and a “compression of time” that humans can’t keep up with, with agent-to-agent token usage already far exceeding human usage, so the AI-bubble worriers are ignoring accelerating fundamentals. He contends that crypto’s “guardrails,” valued near zero outside Bitcoin and Ethereum, are a ghost city that agents will finally populate, with Stripe (stablecoins and agentic payments) and Robinhood (tokenization) as the key bridges. He also argues that tokenizing roughly $900 trillion of assets resting on $120 trillion of hard currency will end the fiat “levered Ponzi scheme” and make crypto’s liquidity-cycle thesis a myth. A long-run Bitcoin maxi, he expects AI’s instant creative destruction to leave Bitcoin as the only lasting store of value, calls crypto “the Micron of next year,” and warns that anyone who neither uses AI nor understands crypto is in a very dangerous place.

Top 5 Key Topics

  • Consumer agents compress time: A Citrini post showed Muse rebooking a cancelled Delta flight and securing a $250 credit within minutes, which Visser calls the start of agents picking up the “pennies” consumers leave on the ground. Bent says his Hermes agent clipped, summarized and posted a podcast segment to X in 10 minutes versus about two hours for staff, and Visser cut his own video workflow by 70% after ChatGPT moved him from the defunct OpenBB to Google Slides in two days.
  • Expected value over bubble fear: Visser frames AI as roughly 90% odds of abundance versus 10% odds of zero, making the expected value “shockingly good,” and notes that the knee-jerk selloff on the AI release pause was quickly bought. Enterprise adoption is still under way, with Eli Lilly’s 1,000-GPU LillyPod and TuneLab ahead of Latham & Watkins self-hosting Nvidia GPUs, and he cites Blackstone’s Jon Gray on five ways AI is already expanding portfolio-company margins.
  • Tokenization ends the fiat Ponzi: He argues that the $900 trillion in assets must be reliquified by central bank printing in every panic, whereas tokenization makes those assets directly spendable, so nobody needs to sell into mini-panics. His examples include selling a house in minutes to 8 billion potential bidders, a friend’s struggling Long Island beverage business tokenizing part of $5 million in real estate for six months of runway, and retail investors happily exiting private credit at a 20% discount to buy Bitcoin.
  • Bitcoin endgame and the payment stack: Because AI shrinks any innovation’s growth window toward zero, Visser says every token eventually stops growing like Ford stock and capital rotates to Bitcoin as the store of value that replaces the 60/40 portfolio. He highlights Stripe paying about $1 billion for Bridge (on roughly $10 million in revenue) and backing OpenRouter, and, influenced by a16z’s Ali Yahya, thinks privacy coin Zcash could deserve 10-15% of Bitcoin’s value, while Bent argues ecash already suits agent payments better.
  • Compute as food, and nationalization risk: Likening AI to the agrarian-to-industrial shift that took the population from under 1 billion to 8 billion, he says agents, FSD and vision-driven humanoids will need compute beyond human comprehension, while the US grid has double its usable capacity, which batteries, behind-the-meter builds and flexible Bitcoin miners can unlock. He sees humans and politics, not physics, as the biggest bottleneck, and warns that Alex Karp’s prediction that OpenAI will be nationalized within a year would be bullish for entrepreneurs and crypto but negative for public equities.

Will Storr: The Psychology Behind Why Socialists Hate Meritocracy...(August 21, 2026)

The Daily Heretic...

Summary

The guest argues that status “leaks,” so associating with people branded as low status, for instance accused of bigotry (often unfairly), contaminates your own reputation, the same mechanism that makes celebrity endorsements sell trainers and drives cult-like demands to shun outsiders. He contends that movements claiming to pursue fairness merely invert the hierarchy rather than abolish it. The Bolsheviks put workers on top and persecuted the former bourgeoisie, even listing parents’ occupations on passports, and wokeness likewise seeks to put straight white men at the bottom, a parallel the host echoes by noting that the BBC asks staff about their parents’ professions. He concludes that meritocracy, rewarding people by the value they add rather than their gender, skin color or religion, is the best idea Western culture ever produced, and that although starting lines are unequal and the West is still working on that, chasing a forensically perfect status game is totalitarian and doomed.

Top 5 Key Topics

  • Status contamination: He explains that the status of the people we associate with rubs off on us, which is why celebrity endorsements sell trainers and barbecues, and why low status spreads just as readily. In ideological circles, merely associating with someone labeled a bigot is enough to cast doubt on your own character.
  • The Soviet inversion: He rejects the idea that the Soviet Union created a hierarchy-free utopia, saying it simply flipped the tsarist order to put workers first, peasants next and the former bourgeoisie at the bottom, where they were tortured, killed and discriminated against. Parents’ occupations appeared on Soviet passports, which the host compares to the BBC requiring employees to disclose their parents’ professions.
  • Wokeness as a rival status game: He calls wokeness a faint echo of the Bolshevik pattern that presents itself as social justice while actually subverting the hierarchy. Its goal, he argues, is not a fairer world but a different status game with its own people on top.
  • Meritocracy as the West’s great idea: He credits meritocracy, dating from the Enlightenment and the Industrial Revolution, with ending the caste-, religion- and lord-based “virtue games” that previously dominated everywhere and with raising living standards immeasurably worldwide. He calls the idea that everyone should earn the same and be the same in every way “a totalitarian evil idea” that is doomed because some people will always be more ambitious and hardworking.
  • Unequal starts and inheritance: He concedes that starting lines are not equal and discrimination exists, but says Britain has been intensely focused on fairness for women, minorities and gay people throughout his life, from 1980s anti-apartheid activism to the phrase “male chauvinist pig.” On inherited advantage, he argues that banning inheritance would be a far greater unfairness than privilege itself, noting that he is solidly middle class, went to a comprehensive school and never attended university.

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