The Pomp Podcast

Bitcoin & AI: The Final Push Before the Biggest Bull Run Yet? | Jordi Visser

120 snips
Sep 27, 2025
Jordi Visser, a seasoned macro investor with over 30 years in finance and the mind behind 'VisserLabs,' discusses the intersection of Bitcoin and AI. He argues that Bitcoin could be the purest trade driven by AI disruption. Jordi unpacks the implications of Nvidia's massive investment in OpenAI, the potential for explosive growth in semiconductors, and how AI is reshaping job markets. He emphasizes the need to keep an eye on key economic indicators, including oil prices and jobless claims, to gauge upcoming market shifts.
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INSIGHT

Bitcoin As The Digital Store-Of-Value

  • Bitcoin acts as a digital store-of-value aligned with AI-driven economic transformation.
  • Jordi argues Bitcoin will share AI's tailwinds as businesses digitize and seek non-fiat moats.
INSIGHT

Semiconductors Could Be Undervalued

  • NVIDIA and many semiconductors may still be underpriced relative to multi-year earnings growth.
  • Exponential growth from AI can make current PEs look cheap if earnings scale rapidly.
INSIGHT

Vertical LLMs And AI Agents Are Next

  • Vertical, domain-specific LLMs and AI agents will proliferate across industries.
  • Hyperscalers will buy specialized models and capacity, driving cloud and inference demand.
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