The AI Race Will Make Bitcoin EXPLODE | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 28 February 2026
⏱️ 49 minutes
🧾️ Download transcript
Summary
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this episode, we break down the viral Citrini paper and whether AI disruption is being overstated or simply repriced by markets. We also discuss compressed software valuations, NVIDIA, shifting credit conditions, and why crypto and bitcoin could benefit in a world that increasingly needs speed, verification, and secure financial rails.
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- 0:00 – Intro
- 0:57 – The Citrini AI Paper debate
- 4:55 – Why software stocks are getting repriced
- 10:39 - Can AI replace SaaS companies?
- 15:53 – NVIDIA earnings & market regime shift
- 21:05 – Why crypto wins in the next cycle
- 29:37 – AI, government & autonomous weapons
- 36:39 – Deepfakes, spam & the need for crypto
- 41:29 – Survive vs Thrive: positioning for what’s next
Transcript
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| 0:00.0 | Could AI help you do more of what you love? |
| 0:03.1 | Workday is the next-gen ERP powered by AI that actually knows your business. |
| 0:08.3 | We help you handle the have-to-dos so you can focus on the can't-wait-to-dos. |
| 0:13.2 | It's a new workday. |
| 0:16.0 | The Premier League is exciting. |
| 0:20.6 | It's exhilarating. And sometimes... The Premier League is exciting. |
| 0:21.2 | It's exhilarating. |
| 0:24.3 | And sometimes it's... |
| 0:28.2 | So when you need something to help you ride the highest and loads of all that action, grab |
| 0:33.1 | a Coke to keep you in the game. |
| 0:35.7 | Time to refresh. |
| 0:37.3 | Time for a Coke. |
| 0:38.9 | Coca-Cola, official partner of the Premier League. |
| 0:45.0 | AI cannot survive without crypto. |
| 0:49.1 | It can't survive. |
| 0:50.1 | And the reason it can't survive is because the Fiat system financial guardrails cannot handle the speed of AI. |
| 0:55.4 | Coming out of a crisis, you want to invest in the fastest horse in the race. Well, the fastest horse in the race coming out of this cycle is crypto. And this time, I don't think it's going to stop because of what Ben Horowitz talked about and what I said. So what's going on, guys. In today's conversation with Jordi Visser, we get into the depths of all of the debates going on this week. |
| 1:12.8 | First, we talk about the Citrini paper and why exactly this viral paper is wrong, and we disagree with it. We also talk about what's going on with Block, what's going on with Invidia earnings. We talk about what's going on with Bitcoin and how Bitcoin, blockchain, crypto, is going to have a massive resurgence. once we get out of this little sideways action that's going on in the market. Jordy's got some very unique thoughts that even I hadn't heard before. So in this week's episode, he's going to unpack what he thinks is happening, why he thinks it's happening, and what you can do in your portfolio to prepare for it. Here's my conversation with Jordy Visser. All right, Jordy, |
| 1:44.3 | let's start with the Citrini piece. I've seen this described as science fiction. I've seen this |
| 1:49.0 | described as the scariest thing somebody's read. They basically went to 2028 and they wrote |
| 1:53.5 | backwards saying, look, this is what happened over the last couple of years. And it described |
| 1:56.9 | a pretty morbid situation where AI has created all this destruction, people have lost all their jobs, |
... |
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