The Pomp Podcast Bitcoin Is About To Go Parabolic Because Of AI Agents | Jordi Visser
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Sep 19, 2026 
Jordi Visser, a veteran macro investor and author of VisserLabs, explores why Bitcoin and stocks defied rate hikes, how AI agents could transform crypto and economic measurement, and whether blockchains will become guardrails for autonomous commerce. They examine AI safety, self-improving systems, personal assistants, concentrated bubble fears, tokenized collateral, and Bitcoin’s 30-year outlook.
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Tokenization Replaces The Old Liquidity Cycle
- The traditional liquidity cycle is breaking because capital now produces profits without creating equivalent human employment or GDP growth.
- Tokenization could activate dormant assets as programmable collateral, allowing money to circulate through velocity rather than conventional M2 expansion.
AI Productivity Is Outrunning Economic Metrics
- Markets repeatedly absorbed extreme shocks, including the pandemic, rapid rate hikes, bank failures, tariffs, and energy disruptions.
- Jordi sees an AI-driven productivity boom expanding profit margins while outdated economic statistics undercount digital and intangible output.
Ten Thousand Agents Attack A Century Old Problem
- OpenAI reportedly used 10,000 collaborating agents to solve the Navier–Stokes problem in roughly 88 hours.
- Jordi compares this to the Manhattan Project, arguing agents can combine tireless work and shared information without human ego or secrecy.