The Pomp Podcast The AI Boom Is Very BULLISH For Bitcoin | Jordi Visser
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May 9, 2026 
Jordi Visser, a 30+ year macro investor and author of VisserLabs, joins to unpack AI-driven market parabolas and why compute demand justifies soaring AI stocks. He links AI infrastructure needs to bitcoin flows, explores tokenization coming this summer, and shares current stock moves and risks around memory, data centers, and commodities.
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How Emerging Markets Shaped A Fast Trading Mindset
- Jordi recounts being labeled 'the world's oldest millennial' and his early career in emerging markets, which shaped his fast-paced trading mindset.
- He says emerging markets trading taught him to move quickly through bull and bear cycles.
Trim Positions When Retail Flows Overheat
- Rebalance away from overheated positions even if you stay bullish on the theme.
- Visser sold two thirds of his Micron stake, kept a third, and redeployed proceeds into silver and other assets he expects to outperform.
Tokenization Becomes AI's Digital Fuel
- Tokenization and stablecoins will become critical as AI agents need on-chain 'food' (tokens) and markets require faster price discovery.
- Visser bought Bitcoin and Ethereum anticipating tokenization rollouts starting in July.