$9 TRILLION 401k Bomb About To Hit Bitcoin | Jordi Visser
The Pomp Podcast
Intro
This chapter explores the implications of new regulations allowing Bitcoin in 401(k) accounts, signaling a potential influx of capital into the cryptocurrency market. It examines the historical context, retirement planning changes, and the increasing need for diversification in portfolios with digital assets.
Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we talk about bitcoin coming to 401k’s, the lack of volatility, why ETH is performing well, what is going on at the Fed, how AI & GPT-5 will impact the economy, and how you can make more money.
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TimeStamps:
- 0:00 - Intro
- 1:50 - Impact of bitcoin coming to 401k’s
- 7:20 - Bitcoin’s current lack of volatility
- 11:26 - Thinking through ethereum and stablecoins
- 21:56 - GPT-5 release & AI impact
- 36:29 - What is going on at the Fed?
- 43:08 - Impact of individual productivity gains
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