The Pomp Podcast Will AI Make Bitcoin More Valuable Than Ever? | Jordi Visser
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Jan 17, 2026 
In this engaging discussion, veteran macro investor Jordi Visser shares insights from over 30 years in the market. He explores Bitcoin's potential as a scarcity hedge in a world transformed by AI. Visser discusses the impacts of deflation and how asset rotation might favor Bitcoin over tech giants. The conversation touches on the evolving role of humanoid robots, the implications for productivity, and how tokenization can unlock wealth. Lastly, he reflects on monetary policy and its relevance to a rapidly changing economic landscape.
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Why Teens Reject Bitcoin Now
- 18-year-olds often dismiss Bitcoin because they lack the monetary problems it solves today.
- Jordi Visser argues cohorts adopt Bitcoin later as they accumulate assets and seek store-of-value protection.
Bitcoin As An AI-Driven Store Of Value
- Jordi calls Bitcoin an AI story and links its future demand to exponential innovation and demographic shifts.
- He believes older people's longer lives and AI disruption will increase Bitcoin adoption.
Deflation Can Boost Scarce Assets
- Deflation can pressure fiat assets and force rotation into scarce assets rather than immediately destroying nominal values.
- Jordi expects deleveraging and money to search for scarce homes like Bitcoin or commodities.