
About this episode
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 bitcoin's historic recovery and the key levels that matter, the fight between Kevin Warsh and Scott Bessent over interest rates, and why Jordi is rotating more of his money into Ethereum and Solana. We also discuss AI agents, tokenization, and just how high bitcoin could realistically go.
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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
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Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp
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- 0:00 - Intro
- 1:01 - Bitcoin's historic recovery & key levels to watch
- 4:49 - South Korea & retail’s role in the bitcoin rally
- 8:56 - Dogecoin, bitcoin & the fundamentally-driven move
- 12:10 - Kevin Warsh, Scott Bessent & the fight over rates
- 22:52 - An AI safety expert's surprising take on bitcoin
- 28:05 - Nvidia's $1B a day & the AI infrastructure trade
- 33:43 - Why Jordi left Wall Street for real-time information
- 37:39 - Is Nvidia stock underpricing its own growth?
- 41:20 - Scarcity, debasement & the bitcoin-gold correlation
- 47:05 - Stablecoins, tokenization & bitcoin as store of value
- 50:53 - How high can bitcoin go?
- 1:01:04 - Jordi’s upcoming video
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