The Pomp Podcast #1538 Jordi Visser | Will Institutions Drive the Next Bitcoin Surge?
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Apr 26, 2025 
Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, dives into the evolving landscape of Bitcoin as a potential alternative to traditional currencies. He discusses how Wall Street is adapting to cryptocurrencies and what it means for investor sentiments. Jordi also explores the future of humanoid robotics, its economic implications, and shifts in global commodity markets, particularly in Brazil and Argentina. His investment strategies reflect a growing focus on Bitcoin amidst increasing automation and technological innovation.
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Bitcoin's Role in Monetary Shift
- The global reserve currency experiment started with the pound and moved to the US dollar, which went off the gold standard in 1971.
- Bitcoin fits as a new standard because trust in the US dollar and other fiat currencies is eroding globally.
Governments Losing Currency Control
- Governments have lost control over currency dominance as stablecoins and Bitcoin grow.
- Bitcoin and stablecoins will coexist with fiat currency as parallel systems for transactions.
Bitcoin's Growing Capital Role
- Despite Bitcoin's small market cap relative to global assets, its rise can shift capital flows dramatically.
- As other securities underperform inflation, Bitcoin attracts wealth, especially amid trade tensions and reduced trust.