Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why bitcoin and stocks refused to crash even as the Fed hiked rates, why AI agents are now driving crypto's next leg higher, and why the real "AI bubble" lives inside just two companies. We also get into Andrew Yang's bombshell AI lab claims and why Jordi remains a bitcoin maxi for the next 30 years.

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0:00 - Intro
0:51 - Why bitcoin & stocks didn't crash when the Fed hiked rates
4:44 - The liquidity cycle is broken (there are no more recessions)
14:34- AI agents solve impossible problems & what it means for the future
23:18 - Andrew Yang's AI lab bombshell claim
33:21 - Instinct AI & the rise of agent-run personal assistants
40:10 - Recursive self-improvement: AI outpacing human comprehension
43:22- Why Jordi is a bitcoin maxi for the next 30 years
48:06 - Bitcoin vs altcoins: are AI agents the new demand source?
55:54 - What would make Jordi change his mind?
1:02:33 - Bitcoin breaks back above $80,000 & Jordi launches his crypto research

Bitcoin Is About To Go Parabolic Because Of AI Agents | Jordi Visser

The Pomp Podcast

Bitcoin Is About To Go Parabolic Because Of AI Agents | Jordi Visser