The Pomp Podcast Bitcoin vs AI: The Biggest Trade of the Decade? | Jordi Visser
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Oct 4, 2025 
Jordi Visser, a seasoned macro investor with 30 years on Wall Street and the mind behind Substack's VisserLabs, dives into the intersection of Bitcoin and AI. He argues Bitcoin stands as the ultimate AI trade, driven by narratives and institutional acceptance. The conversation touches on AI's impact on jobs, energy infrastructure efficiency, and how Bitcoin miners can optimize power grids. Jordi also highlights exciting opportunities in energy stocks as AI demand grows, while predicting a potential Bitcoin rally in the fourth quarter.
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Bitcoin Needs Broader Institutional Heat
- Bitcoin's next major move needs wider acceptance beyond treasury allocations and retail momentum.
- AI-driven job disruption and narratives will attract traditional finance into Bitcoin as a hedge and infrastructure play.
AI Will Shift Capital Toward Power And Compute
- AI's compute and power demand will force big tech to raise prices and issue more debt for hardware and facilities.
- That dynamic could weaken the dollar and shift investment into power and compute infrastructure.
Position For Miners As Grid Optimizers
- Consider exposure to Bitcoin miners and grid-optimization businesses as AI increases power demand.
- Look for miners combining renewables, batteries, and grid services to reduce selling pressure on held BTC.