The Pomp Podcast Why Bitcoin Wins No Matter What The Fed Does | Jordi Visser
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Sep 12, 2026 
Jordi Visser, a veteran macro investor and author of VisserLabs, explores Bitcoin’s next bull market and how the Clarity Act could propel it toward $100K. He examines AI’s exponential progress, AI agents reshaping markets, crypto valuation beyond traditional metrics, Robinhood’s convergence of finance and technology, and why the Fed’s next rate move may matter less than innovation and policy alignment.
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Dynamic Thinkers See Beyond Old Economic Rules
- Static thinkers extrapolate past relationships, while dynamic thinkers ask how systems adapt after tariffs, oil shocks, or technological change.
- AI and crypto participants appear more optimistic because they experience rapid evolution firsthand rather than treating old models as permanent rules.
AI Agents Are Reshaping Market Volatility
- Markets increasingly combine emotional hedge-fund traders, rule-based AI agents, and patient retail investors with different time horizons.
- Agents amplify short-term reactions, creating volatile dislocations that longer-term investors can exploit when earnings fundamentals remain strong.
Crypto Value Is Moving Toward Trust And Velocity
- Crypto valuation is shifting from traditional cash flows toward ecosystem effects, trust, transaction velocity, and network adoption.
- Robinhood Chain illustrates tokenization's bridge between traditional finance, crypto communities, and agentic trading.