The Truth About Why Bitcoin Isn’t Exploding (Yet) | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.8 • 1.9K Ratings
🗓️ 1 November 2025
⏱️ 47 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 unpack the Fed’s interest rate cuts, the U.S.–China trade dynamic, and what they signal for global markets. We also dive into the Bitcoin, AI, and tokenized assets — explaining how these forces, alongside Tesla’s innovations, are shaping the next major investment cycle.
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Timestamps:
- 0:00 - Intro
- 1:14 - Fed rate cut and market reaction
- 3:40 - US - China trade agreement and impact
- 7:00 - How to navigate government shutdown, labor market, and AI
- 21:09 – Generational divide, wealth gap, and rise of socialism in politics
- 25:52 – Bitcoin sentiment and why investors are frustrated
- 32:27 – Tokenization, stablecoins, and the future of payments
- 37:46 – Token revolution and the merging of AI & crypto
- 41:33 – Tesla, robo-taxis, and the future of self-driving cars
Transcript
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| 0:29.8 | What's your read on Bitcoin and are you giving up? Are you walking away? |
| 0:33.9 | The reason I shake my head at Bitcoin is because every possible thing to everyone listening |
| 0:39.2 | that you would want for Bitcoin is happening right now. I think what people should think about |
| 0:45.3 | is we don't have an IPO for Bitcoin. But this last four months to me feels like sourcing the |
| 0:51.6 | pricing of the IPO. So I think at some point Bitcoin becomes a |
| 0:56.3 | boring asset to people who are looking for three baggers, four baggers, five baggers. It becomes |
| 1:00.3 | a diversification. So I think this is just a... What's going on, guys? Today we got a great |
| 1:05.9 | episode with Jordi Visser. In this conversation, we get into everything you want to hear about. |
| 1:10.0 | The Fed interest rate |
| 1:10.8 | cut, the China trade agreement. We then talk about Bitcoin. Why is everyone so upset? What's going on |
| 1:16.0 | with the token revolution, tokens in AI and tokens in crypto? And then we finish up talking about |
| 1:21.2 | Tesla and what's going on with self-driving cars and all of the advancements in AI. |
| 1:25.2 | This conversation has got tons of insights that you haven't heard before. And Jordy is in rare form dropping it all for you for free on this channel. Now, on this channel, we have 636,000 subscribers, but my goal is to get to 1 million subscribers. Hit the subscribe button so you can get this conversation every single Saturday morning. Here's my latest conversation with Jordie Visser. |
| 1:44.7 | All right, Jordy, I think we should start with the Fed cut and China trade announcement. |
| 1:48.9 | First of the Fed cut, 25 basis points. It doesn't seem like that's a big surprise to anyone, |
| 1:52.9 | but maybe the commentary around the interest rate cut was actually the more interesting part of this. |
| 1:57.1 | What was your read on Powell's comments? |
| 2:00.4 | So I think people, we haven't had any labor data. So when you don't have any data, I kind of agree |
| 2:06.6 | that it's hard to say for sure if December is going to be a cut. Let's assume that we come back |
| 2:11.0 | and all of a sudden we've created 400,000 jobs. They're not cutting race. I don't think that's |
... |
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