The Pomp Podcast
#1546 Jordi Visser | Bitcoin’s Price Is About to SHOCK Everyone - Here’s Why
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.
39:10
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Quick takeaways
- A potential short squeeze in Bitcoin, driven by an imbalance in options pricing, could lead to significant price increases as miners react.
- Current macroeconomic conditions and increasing institutional interest suggest that Bitcoin may become a preferred hedge against inflation and currency devaluation.
Deep dives
Understanding Short Squeezes in Bitcoin
A potential short squeeze in Bitcoin may lead to significant price movements, stemming from unique factors influencing its options market. There is an observed asymmetry in pricing, where the cost of out-of-the-money calls is much higher than puts, indicating volatility and a potential buildup of short positions. Miners overwriting their calls could exacerbate market movements, similar to previous spikes in commodities like nickel. If the community senses a short squeeze, it could trigger violent upward price movements in Bitcoin, driven by the anticipation of a rapid escalation.
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