The Bitcoin Rotation No One Sees Coming | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 14 February 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. This conversation was recorded at Bitcoin Investor Week in New York. In this episode, we break down why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence.

=====================

Summ supports TurboTax and makes it easy to track your cost basis across 3,500 exchange, wallet and crypto integrations -- with support for DeFi, NFTs, staking and airdrops. Generate accurate IRS-ready reports that help maximize deductions and pay the least tax possible. Summ is an official tax partner of MetaMask and Coinbase. Use code POMP20 for 20% off your first year at Summ: https://summ.com/us?via=pomp&promo=POMP20

=====================

This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.

=====================

Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

=====================

0:00 - Intro
0:56 – Cathie Wood’s AI take & why Jordi disagrees
4:30 – Why Big Tech may struggle to monetize AI
6:57 – Deflation vs disinflation in an AI-driven economy
10:08 – What investors should actually do right now
14:12 – The scarcity trade & why bitcoin stands out
16:25 – How investors can use AI to gain an edge
19:16 – Where to follow Jordi Visser & his work

Transcript

Click on a timestamp to play from that location

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.
0:08.4	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	This episode is brought to you by Vanta.
0:18.6	Security and compliance done wrong is a headache. Done right,
0:21.7	you build trust and grow faster. That's Vanta. For startups, Vanta acts as your first security
0:27.4	hire, using AI to get you compliant fast. For enterprises, it's your AI-powered hub for compliance,
0:33.4	risk and automating workflows. From startups like Cursa to enterprises like Snowflake,
0:38.3	top companies choose Vantor.
0:40.3	Do security and compliance right.
0:42.3	Get started today at Vantor.com.
0:44.3	Guess what?
0:45.3	There are 7 billion people on the planet
0:48.3	who've never been able to partake in capitalism.
0:51.3	That is the positive story for Bitcoin.
0:53.3	It's going to happen so fast that individuals,
0:56.4	companies, governments will not be able to move fast enough. And that's what's starting to happen.
1:02.1	That's what I'm kind of looking for is that the risk is for the next three weeks. And at that
1:07.2	point, maybe Bitcoin's down at 40,000 or maybe it hangs in here and it seems the rotation. What's going on, guys? Today we've got an amazing conversation with Jordy Visser. We've recorded this live in front of a huge audience, 2,500 people at Bitcoin Investor Week this week. Now, right before Jordy came onto stage, I was interviewing Kathy Wood and Kathy was talking about deflation being a big risk. And a lot of the tech stocks or software companies, how she thought that the recent pullback in those stocks was actually something that's just going to be a blip on the radar. Jordy disagreed. And that was the first thing he wanted to talk about when he came on to stage. So here's my conversation with Jordy Visser. By the way, before you ask me a question, I disagree with half of what Kathy said. So if you want to start there, we can go there. Trust me, you already have told me that. So I can't wait. Which parts do you disagree with? I should have had them just, like, battle it out, you know? It's been amazing. No, no, this is really important. And I mean, I vehemently disagree wholeheartedly with this COVID comparison.
2:08.1	So for all of you, your portfolio is everything.
2:11.0	I will tell you a fact.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.