Episode Details
Back to Episodes
Why Bitcoin Could Explode As Global Markets Crack | Jordi Visser
Description
Jordi Visser 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 bitcoin’s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle.
====================
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 crypto’s potential today at Figure! https://figuremarkets.co/pomp
====================
Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’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.
====================
- 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 “escape hatch” 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