The Pomp Podcast Will AI Make Bitcoin More Valuable Than Ever? | Jordi Visser
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Jan 17, 2026 
In this engaging discussion, veteran macro investor Jordi Visser shares insights from over 30 years in the market. He explores Bitcoin's potential as a scarcity hedge in a world transformed by AI. Visser discusses the impacts of deflation and how asset rotation might favor Bitcoin over tech giants. The conversation touches on the evolving role of humanoid robots, the implications for productivity, and how tokenization can unlock wealth. Lastly, he reflects on monetary policy and its relevance to a rapidly changing economic landscape.
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Scarcity Over Inflation Hedge
- Jordi reframes Bitcoin as a scarcity play akin to copper, silver, and gold, not just an inflation hedge.
- He expects capital to rotate into assets that cannot be made abundant by code.
Tokenization Will Unlock Trillions
- Tokenization will make previously illiquid net worth instantly tradable, creating huge new transactional liquidity.
- Jordi warns that fractionalizing assets could shift vast wealth into markets and affect money demand.
Invest Bitcoin With A Long Horizon
- Buy Bitcoin with a multi-year horizon and ignore short-term noise if you believe in the long-term odds.
- Jordi recommends holding if it stays above key levels and adding while fundamentals and technicals align.