Bitcoin Is About to Absorb a Historic Rotation | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 21 February 2026
⏱️ 53 minutes
🧾️ Download transcript
Summary
Jordi Visser is a veteran macro investor with over 30 years of market experience and the author of VisserLabs Substack. In this episode, we break down what’s happening in software stocks, credit markets, and bitcoin — including how bitcoin could benefit in both inflationary and deflationary environments. We also explore real-world AI adoption, capital shifts, and a few surprising insights Jordi didn’t see coming.
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- 0:00 - Intro
- 0:51 - Breaking down deflation & macro environment
- 5:49 - Why deflation pushes money into scarce assets
- 12:40 - Software stocks, AI, & multiple compression
- 18:45 - Why public companies may disappear
- 20:35 - Tokenization, RWAs, & on-chain markets
- 25:45 - What “agent swarms” actually are & security risks
- 38:42 - AI apps anyone can build & how to use AI
- 40:48 - Private credit stress & Blue Owl
- 49:45 - What Jordi is covering next
Transcript
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| 0:45.1 | If the fiat system is $800 trillion and Bitcoin is $2 trillion, there's a rotation that'll happen. |
| 0:51.1 | And that's why deflation equals de-leverage, the leverage equals Bitcoin to go higher |
| 0:57.3 | as part of the rotation. Whether it's 70,000, 100,000, 40,000, it's not the equation. The equation |
| 1:03.5 | that I care about in the chart that I'm looking at is Bitcoin relative to software. When that |
| 1:08.0 | starts to go higher, everything changes for me. What's going on, guys? Today we've got a great conversation with Jordi Visser. This one gets very deep into what is going on with software stocks, the credit market, Bitcoin, how Bitcoin could benefit from deflation or inflation. That's going to be something that all of you are very interested in. And on top of that, we talk about the latest developments in artificial intelligence and how people are using the stuff, including I surprised Jordy with one or two things. |
| 1:31.0 | He didn't know, which is one, maybe the first time that's ever happened on this show. Here's my latest conversation with Jordy Visser. All right, Jordy, you published this great image. And I thought we could just go through this because I think this image really is going to show us how Bitcoin could benefit from deflation. It's going to talk about deflation and inflation. And it's also got |
| 1:47.7 | the macro overlay of just like what's happening in the world and why so many people are probably |
| 1:52.3 | off sides when thinking about interest rates, monetary policy, etc. But walk us through this image |
| 1:57.6 | that you have here and kind of how people should think about what you're trying to communicate. |
| 2:01.9 | Yeah. |
... |
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