The Pomp Podcast #1572 Jordi Visser | BITCOIN NEW ALL-TIME HIGH MEANS WE GO HIGHER!
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Jul 12, 2025 
Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, shares insights on the recent Bitcoin surge and its implications for the financial landscape. He discusses how he predicted this breakout and its connection to traditional assets. Visser also analyzes the impact of global economic trends, geopolitics, and technological advancements, particularly AI, on the market. His thoughts on adapting economic policies and the importance of energy commodities offer a compelling perspective on navigating today's financial challenges.
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Bitcoin as a Commodity and AI Play
- Increasing recognition among traditional finance investors shows Bitcoin as a viable asset linked to commodities and global growth.
- AI infrastructure growth connects with crypto demand through power, energy, and stablecoin volumes, driving a structural bull market.
Trade Stability Spurs PMI Growth
- The US-China trade situation is stable with mutual dependence for the next five years, reducing business uncertainty.
- This stability, alongside the tariff easing and advances in AI power needs, supports rising PMI data and global economic growth.
Momentum Shift Signals Bitcoin Rally
- The current stock market momentum shift from software technology giants toward economically sensitive sectors reflects improving PMIs.
- Historically, rising PMIs precede Bitcoin rallies, suggesting potential upside with this market rotation.