The Pomp Podcast

#1546 Jordi Visser | Bitcoin’s Price Is About to SHOCK Everyone - Here’s Why

75 snips
May 10, 2025
Jordi Visser, a macro investor with over 30 years of Wall Street experience, discusses the intriguing possibility of a Bitcoin short squeeze, drawing parallels to the GameStop phenomenon. He dives into the current macroenvironment, highlighting inflation risks and the shifting dynamics between public and private investment opportunities. Visser also shares insights on the impact of AI and crypto on financial services, predicting Bitcoin's potential as a safe haven amid uncertainty, while considering the implications of upcoming government recognition.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Bitcoin Options Signal Squeeze

  • Bitcoin options show unusual pricing with calls trading at a premium to puts, signaling potential for a short squeeze.
  • Miners overwriting calls creates risk for rapid upside moves similar to past commodity squeezes.
INSIGHT

Short Squeeze Could Go Viral

  • Bitcoin has a passionate community which could intensify a short squeeze playing out violently.
  • Such a squeeze could become a major news story due to the price moves and crowd involvement.
INSIGHT

Bitcoin Yield Funds Healthy

  • Income generating Bitcoin funds are healthy and creative, attracting new investors through structures like principle-protected ETFs.
  • They leverage asymmetric option pricing to offer yields and bring cautious investors into crypto.
Get the Snipd Podcast app to discover more snips from this episode
Get the app