Has Bitcoin Hit The Bottom? | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 11 July 2026
⏱️ 53 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.
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- 0:00 - Intro
- 0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend
- 10:03 - Apple's Siri stumble & price hikes
- 14:50 - Using Grok in a Tesla
- 17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown
- 23:34 - Why Jordi is turning bullish on bitcoin
- 29:55 - Tokenization, stablecoins & the AI-crypto nexus
- 33:33 - Michael Saylor's Bitcoin sale — does it matter?
- 38:02 - Where else Jordi is deploying capital
- 42:04 - Does the Iran war actually matter for markets?
- 45:00 - The new robotic hand demo that changed everything
- 50:18 - Jordi’s upcoming video
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Attention all passengers. |
| 0:04.2 | The Uber ride for Mark and Jamal's romantic weekend will depart in four minutes from Platform 6. |
| 0:10.5 | Your ride comes with a rolling countryside sunset view and a table seat, ideal for playing footsie beneath. |
| 0:17.9 | Thank you for booking your tickets on Uber. |
| 0:21.7 | Trains on Uber. |
| 0:23.4 | You're not going to like this. |
| 0:24.9 | If you had car finance between 2007 and 2024, |
| 0:28.7 | you might have been overcharged. |
| 0:30.2 | Not by accident either. |
| 0:31.7 | Dealers could bump up your interest rate just to earn more commission. |
| 0:34.9 | And most people were never even told. |
| 0:36.7 | Bit off that. |
| 0:37.8 | Make your claim.com can check if you're owed money. Takes less than a minute. Just text car to 80800. That's car to 80800. Benson Goldstein Limited is authorised and regulated by the SRA. 36% fee. You can claim free, direct to your lender via the FCA redress scheme or the financial ombudsman. Network charges may apply. July 29th, when we have the FOMC, are they going to raise rates? |
| 0:57.7 | There's a possibility, a good possibility. It's like 35 to 40 percent that they will. If they don't, then I think Bitcoin will be above 70,000 when that time comes, because I think people are going to start factoring in the fact. |
| 1:44.2 | What's going on, guys? Today we have a great conversation with Jory Visser. We talk about what's going on with the AI mid-cycle slowdown, why he thinks that's over. Why is he getting excited about Bitcoin? He thinks that the bottom is forming. On top of that, we talk about robotics, commodities, and what public stocks Jory is getting interested in. This conversation is full with lots of nuance, and we cover some of the big stories, things like Apple and what's going on with meta or XAI and GROC. So you're going to enjoy it. Here's my latest conversation with Jordy Visser. All right, Jordy, this week, Grock and Facebook both made very big announcements about their ambitious plans when it comes to AI. |
| 1:46.8 | It looks like we have a price war on our hands because both of them started talking about affordability for what they can actually produce. |
| 1:49.9 | What's your take as to these two kind of trying to make a comeback and take over Open |
| 1:54.3 | AI Anthropic? |
| 1:57.3 | So. |
| 1:59.5 | Ooh, speechless. |
| 2:01.1 | Now, I was trying to think of the best way to kind of present this. |
| 2:04.5 | I really am believing that we have to start separating everything going on in AI and the models into two categories. |
... |
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