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Bitcoin’s Future Will Be Decided by This One Shift | Jordi Visser

Overview

Shownote

Highlights

Transcript

Chapters

Pins

Bitcoin’s Future Will Be Decided by This One Shift | Jordi Visser

The Pomp Podcast

Feb 07
The Pomp Podcast

The Pomp Podcast

Feb 07
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we break down why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward sc...

Highlights

In this episode, macro investor Jordi Visser analyzes the confluence of technological acceleration, capital reallocation, and market structure shifts—focusing on Bitcoin’s price action, the compression of software valuations, and the growing dominance of physical infrastructure in the AI era.
00:55
For Bitcoin to reach a million, investors need to find it more attractive than the world's seven most liquid companies
08:02
Long-term dollar-cost averaging in Bitcoin is beneficial despite the severe sell-off
14:03
The four hyperscalers' capex has reached $650 billion, mainly for hardware like semiconductors and power
27:49
Over 50% of visits to technical documentation are now from AI agents
36:37
The tremor system signaled market transition from concentration to de-concentration
48:21
Tesla could become a $10T company by controlling the future labor force with transportation vehicles and humanoids
50:29
Musk’s companies could collectively reach a $10 trillion valuation—but merging Tesla, SpaceX, and xAI raises major capital and timing challenges.
55:52
Negative views of Bitcoin may indicate it's near a bottom

Chapters

Intro
00:00
Why is bitcoin crashing?
00:50
The big crypto utility shift & why software multiples are collapsing
03:01
The rotation: hardware/commodities outperforming software
10:55
How AI agents disrupt legacy enterprise software
17:14
Jordi’s “turbulence model” + what it’s signaling in markets
33:51
Tesla/Elon: bull case, risks, & the path to $10T
40:34
Should Elon merge Tesla + SpaceX + xAI + X?
50:25
Wrap + what Jordi is publishing next
53:22

Transcript

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