Bitcoin Fear Hits All-Time High - What Happens Now? | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 22 November 2025

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and produces deep-dive investing videos on YouTube. In this episode, we unpack the latest market pullback — why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction. We also break down asset performance, where Jordi sees opportunity, and the signals that could mark a reversal — plus a quick look at Bitcoin’s volatility and what it means for long-term investors.

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Timestamps:

0:00 – Intro
1:48 – Why is fear spiking? What’s driving the sell-off?
5:51 – Expectations vs. reality + seasonality trend
10:25 – Nvidia beats… so why did markets still sell off?
14:16 – Is Bitcoin’s 30–35% drawdown normal?
19:18 – Why this sell-off feels different
24:42 – Fed December rate cut, jobs data, & midterms
30:28 – What signals would mark a real market reversal?
34:06 – AI, leverage, and private credit
38:38 – Innovation drives the market long-term
45:20 – Thanksgiving break announcement

Transcript

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0:25.9	If you need it, we print it at vistoprint.co.uk.
0:32.5	What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp.
0:36.5	You're listening to the Pomp podcast, which is my effort to find the most interesting people
0:40.3	in the world and sit with them for hours while I ask questions in an effort to learn.
0:45.3	So it would mean the world to me if you would subscribe to the show on your favorite audio platform,
0:49.3	watch episodes on YouTube, and tell your friends and family about the podcast. My goal is to help millions
0:55.7	learn from the world's most interesting people. So let's get in to today's episode.
1:00.5	Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are
1:05.9	surely their opinions and do not reflect the opinions of Pomp investments. You should not treat
1:10.4	any opinion expressed by
1:11.9	Pomp or his guess as a specific inducement to make a particular investment or follow a particular
1:17.0	strategy, but only as an expression of his personal opinion. This podcast is for informational purposes
1:22.8	only. And I think for Bitcoin and for people that are focused on all coins, yes, from a trading perspective, it's been bad.
1:29.6	I've lost money.
1:30.6	This has not been fun.
1:32.1	I wake up every day and I go, okay, here we're for another battle.
1:35.6	But I've been through enough of these battles to realize that when it feels this bad and there literally is no hope and I'm getting signs of really intelligent people calling me scared to death. I just... What's going on, guys? Today we've got a great conversation with Jordy Visser. Prices are down, investors are scared, and everyone wants to know, is a bear market here, did a bubble pop, or is this just a normal, healthy drawback? Jordy's here to explain what he's seeing in the market, where he thinks there's opportunity, why he thinks different asset classes and different industries have different answers. And he also gives us a little bit of optimism and explains where he thinks that will actually get a reversal in the market and what to look for through the end of the year and into 2026. All that much more in our latest conversation with
	...

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