The Pomp Podcast

The Truth About Why Bitcoin Isn’t Exploding (Yet) | Jordi Visser

186 snips
Nov 1, 2025
Guest
Jordi Visser
Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, dives into the complexities of Fed policy and its implications for global markets. He examines the current U.S.–China trade dynamics and how they impact investor sentiment. The conversation also explores the slower-than-expected growth of Bitcoin, the transformative role of AI in the labor market, and the rising influence of tokenization in finance. Additionally, they discuss Tesla's advancements in autonomous driving and its significance in the evolving investment landscape.
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INSIGHT

Bitcoin Is Moving Toward Boring Diversification

  • Bitcoin is maturing from a speculative high-return trade into a diversification asset as large holders distribute positions.
  • Jordi Visser compares recent selling to an IPO pricing process where early investors monetize holdings.
INSIGHT

Catalyst Weeks Tend To Be 'Sell The News'

  • Market reactions often become 'sell the news' when multiple known catalysts cluster in a short window.
  • Retail call-buying and bank hedging can amplify post-event sell-offs even if fundamentals remain supportive.
INSIGHT

A Trade Truce Lowers Geopolitical Risk

  • The US–China trade truce reduces near-term geopolitical tail risk and shifts investor focus back to domestic policy and earnings.
  • Visser sees a truce and potential presidential visit as bullish for risk assets and margins.
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