Bitcoin vs AI: The Biggest Trade of the Decade? | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.8 • 1.9K Ratings
🗓️ 4 October 2025
⏱️ 53 minutes
🧾️ 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 puts out investing YouTube videos. In this conversation we talk about why bitcoin is the purest AI trade available in the market, energy infrastructure, what is going on with the government shutdown, how interest rates, the Fed, the economy are all intertwined, and why prediction markets and tokenization are two big themes moving forward.
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
This episode is brought to you by Figure (https://figuremarkets.co/pomp), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) for a Crypto Backed Loan (https://figuremarkets.co/pomp) today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information.
======================
Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.
======================
Timestamps:
- 0:00 - Intro
- 1:58 - Why bitcoin is the purest AI trade
- 12:37 - The impact of new energy infrastructure
- 17:47 - How Base Power is building a decentralized grid and other opportunities for investors
- 24:43 - Why retail spots themes before institutions
- 33:27 - Retail orange-pilling each other in public
- 38:19 - What is the impact of government shutdown on financial markets?
- 41:19 - The rise of prediction markets and tokenization
- 50:22 - Where to follow Jordi on the internet
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hi, this is Ava from Vanta. In today's digital world, compliance regulations are changing constantly, |
| 0:07.1 | and earning customer trust has never mattered more. Vanta helps companies get compliant fast and stay |
| 0:12.9 | secure, with the most advanced AI automation and continuous monitoring out there. So whether |
| 0:17.8 | you're a startup going for your first SO stock two or ISO-27,001, |
| 0:21.5 | or a growing enterprise managing vendor risk, Banta makes it quick, easy and scalable. |
| 0:26.4 | And I'm not to say that because I work here. Get started today at banta.com. |
| 0:31.3 | Abby's just woken up. It's 731 and she's forgotten to ring the doctor. There's no point |
| 0:36.2 | ringing now. She needs to get to work. But she's not worried. She's got an HSBC Premier bank account with access to digital GP appointments plus two second opinions a year should she need them. Everything's Premier when your bank account is. Search HSBC Premier. HSBC UK, opening up a world of opportunity. The doctor will see you now. |
| 0:55.3 | Apply with £100,000 annual income or £100,000 savings or investments with HSBC UK or Premier |
| 0:59.9 | Status Abroad. |
| 1:03.1 | What's up, everyone? |
| 1:04.3 | This is Anthony Pompliano. |
| 1:05.8 | Many of you know me as Pomp. |
| 1:07.1 | You're listening to the Pomp podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. |
| 1:15.7 | So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about the podcast. |
| 1:24.7 | My goal is to help millions learn from the world's most interesting people. |
| 1:28.6 | So let's get in to today's episode. |
| 1:31.1 | Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are |
| 1:36.5 | surely their opinions and do not reflect the opinions of Pomp investments. You should not |
| 1:40.7 | treat any opinion expressed by Pomp or his guest as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his personal opinion. |
| 1:51.3 | This podcast is for informational purposes only. |
| 1:54.4 | So I think with Bitcoin, we're kind of reaching that moment where people are starting to accept it. And this is one of the benefits of it's |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Anthony Pompliano, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Anthony Pompliano and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.