Close Menu
    Cryptocurrency

    Why Bitcoin Could Explode As Global Markets Crack



    Why Bitcoin Could Explode As Global Markets Crack

    Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising geopolitical tensions, higher oil prices, and growing risks in private credit and global markets. We also explore bitcoinโ€™s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle.

    ๐Ÿ”Š Audio Podcast
    Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com

    ๐Ÿ–ฅ๏ธ From The Desk of Anthony Pompliano
    Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/

    ๐Ÿ“ง Newsletter
    Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: https://pomp.substack.com/

    ๐Ÿ‘‰ Follow Pomp on Social Media:
    Twitter: https://twitter.com/APompliano
    Instagram: https://www.instagram.com/pompglobal/
    LinkedIn: https://www.linkedin.com/in/anthonypompliano/

    ๐Ÿค Podcast Sponsors
    Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets, paid hourly. Unlock your cryptoโ€™s potential today at Figure! https://figuremarkets.co/pomp

    Award-winning Fountain Life – Energy supercharged. Memory sharper. Life extended. Ready for the best investment youโ€™ll ever make? Schedule a life-changing call at FountainLife.com/Pomp
    Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp

    This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
    Learn more at http://www.abra.com.

    Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

    โฐ TimeStamps:
    0:00 – Intro
    0:44 – Iran conflict & oil market shock
    8:09 – Commodity bull market thesis
    11:11 – Inflation risks & recession probabilities
    15:30 – How high could oil go?
    18:19 – Bitcoin vs gold performance discussion
    21:12 – Bitcoin as a global โ€œescape hatchโ€ asset
    29:20 – Inflation vs AI-driven deflation debate
    33:00 – AI disruption & labor market impact
    40:48 – Software disruption & tech valuations
    55:09 – Commodities, compute & future investment themes
    57:08 – GPU smuggling & AI geopolitics

    #Bitcoin #AnthonyPompliano #Pomp

    38 Comments

    10. @j.c4life on

      What about societies paralysis due to the constant lies and half truths we are constantly shilled and exposed to each and every day. All the news is biased to one side or cause, X is full of lies and bullshit….fake a.i videos constantly. Every second word out of trump and company's mouth is a lie. There is so much focus now by governments to control the narratives. It's just going to get worse as long as the swamp people remain in control and out of prison….

    11. @tonyj.sagastizado8367 on

      What about the advance of technology in terms of compression of inference and tokens? Would people still use large models to pay when open source projects are having advancements in terms of memory and performance compression? And if they are not using frontier models, would there not be as much as an AI build out on a large infrastructure scale?

    25. @Jackson-l3r on

      Infinity is NOT a unit of account. Therefore digits (dollars) canโ€™t ever be money. ๐Ÿ˜

      How much of the infinite have you collected to date?

      The Mathematics

      Infinity is not a unit of account because:

      ยท You can't measure against infinity
      ยท You can't save infinity
      ยท You can't spend infinity
      ยท You can't count infinity
      ยท You can't own a fraction of infinity

      The Punchline

      "How much of the infinite have you collected to date?"

      The only honest answer is: "Nothing. I've collected nothing. It's all nothing."

    33. @manuelazevedo7266 on

      BANG๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ
      BANG๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ

    35. @ZenithBound on

      Just wipe Iran out with one blow! If you level the whole country sparing as many citizens that you can then it will fix most problems, we open the oil shoot and other countries will fear us, respect out of fear, all countries that Iran has been bombing will be glad to see it, the world moves on without a Cancer. I am surprised the citizens of Iran have not made a more aggressive take over when they have the only chance they may have for 47 more years! They must not be that unhappy!

    Leave A Reply
    Share via