The AI Boom Is Very BULLISH For Bitcoin | Jordi Visser
The Pomp Podcast
Bottlenecks, Inflation, and Commodity Risks
Jordi warns of bottlenecks, energy and food inflation, and prolonged commodity-driven price pressure.
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 parabolic AI stocks are justified by real demand, who's actually buying bitcoin and why it's heading higher, the tokenization wave coming this summer, and the stocks Jordi is buying and selling right now.
=====================
Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
=====================
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
=====================
Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: media@bitget.com
=====================
- 0:00 - Intro
- 1:14 - Why parabolic moves in AI stocks are justified
- 5:18 - Data center buildout & the obsolescence race
- 11:34 - DRAM ETF & AI volatility
- 20:56 - Data center protests, supply bottlenecks, & inflation
- 28:54 - AI-driven layoffs — cover story or real?
- 32:12 - Michael Saylor, bitcoin & who's actually buying
- 35:19 - Blackrock ETF at all-time highs & boomer buying
- 37:21 - Why long duration assets are dead
- 39:25 - Tokenization & the Iran war
- 41:40 - New Fed chair, oil & macro outlook
- 46:35 - AI in grocery stores & dynamic pricing
- 49:21 - Wealth inequality & discretionary spending
- 51:47 - Long-term investing advice & stocks Jordi is looking at
- 57:50 - Jordi’s video this week
The AI-powered Podcast Player
