$9 TRILLION 401k Bomb About To Hit Bitcoin | Jordi Visser
The Pomp Podcast
Evaluating Ethereum: Investment Dynamics in Crypto
This chapter explores the changing investment landscape of blockchain technologies, with a focus on Ethereum's competition with cryptocurrencies like Solana. It highlights the complexities of valuing crypto assets and the evolving narratives on Wall Street as investors seek innovative, high-reward opportunities.
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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