The Pomp Podcast

#1553 Jordi Visser | This Is the Year Bitcoin Goes Parabolic

81 snips
May 24, 2025
Jordi Visser, a seasoned macro investor with three decades on Wall Street, shares his insights on the evolving landscape of Bitcoin and macroeconomics. He discusses the potential parabolic rise of Bitcoin amid market volatility and looming national debt. Visser delves into the contrasts between retail and institutional investing, revealing how each group approaches Bitcoin. He also addresses the influence of AI on economic structures and questions the U.S. strategy regarding Bitcoin's prominence in global markets.
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INSIGHT

Rising Rates Boost Bitcoin Potential

  • Long-term interest rates rising is bullish for Bitcoin and may trigger a powerful short squeeze.
  • This trend reflects underlying systemic problems in fiat currency systems and drives corporate and global adoption of Bitcoin.
INSIGHT

Bitcoin's Finite Supply Fuels Squeeze

  • Bitcoin's finite supply combined with high holder retention creates conditions for a big upside squeeze.
  • Sellers of Bitcoin call options may face forced buying if the price surges, intensifying the rally.
INSIGHT

Bitcoin's Amplifying Market Dynamics

  • Bitcoin has a unique 'megaphone' effect that amplifies price moves through media and community noise.
  • Positive endorsements from Wall Street figures also strengthen Bitcoin's price momentum.
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