The Pomp Podcast #1572 Jordi Visser | BITCOIN NEW ALL-TIME HIGH MEANS WE GO HIGHER!
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Jul 12, 2025 
Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, shares insights on the recent Bitcoin surge and its implications for the financial landscape. He discusses how he predicted this breakout and its connection to traditional assets. Visser also analyzes the impact of global economic trends, geopolitics, and technological advancements, particularly AI, on the market. His thoughts on adapting economic policies and the importance of energy commodities offer a compelling perspective on navigating today's financial challenges.
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Drivers Behind Bitcoin's Breakout
- Bitcoin's recent breakout was driven by reduced sell pressure post options expiration and a short squeeze near prior all-time highs.
- Traditional finance's growing momentum, highlighted by events like Circle's IPO, has significantly boosted bitcoin's price discovery.
Bitcoin's Volatility is Normal
- Bitcoin's daily moves around 3% are normal volatility for a trillion-dollar asset, supported by significant option volume and open interest.
- Breakouts after range trading often trigger massive short covering squeezes, signaling potential larger price movements.
Liquidity and PMIs Boost Bitcoin Growth
- Global M2 money supply increased over $5 trillion this year, indicating liquidity rising faster than Bitcoin's price.
- Bitcoin and altcoins likely benefit from improving global growth as PMIs start trending higher.