Why $100K Bitcoin Is Just the Beginning | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 8 November 2025

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ 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 discuss Bitcoin’s “IPO moment” — why investors are feeling disappointed, what’s really happening beneath the surface, and how these dynamics could reshape portfolios in the months ahead. Jordi also shares his perspective on Tesla, artificial intelligence, and the shifting political landscape — explaining how the New York City mayor race and overall market sentiment could influence the next phase of global investing.

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Timestamps:

0:00 – Intro
2:05 – Bitcoin’s “IPO moment” and illiquid markets
6:51 – How stablecoins and AI will impact bitcoin
12:34 – AI stocks and the next phase
18:22 – Jobs report, unemployment, and inequality
20:40 – NYC mayor race & rise of socialism
27:35 – Will Tesla buy Uber?
31:18 – Inflation, wages, and the restaurant reset
40:45 – Elon’s trillion-dollar Tesla bet
44:06 – “Make Your AI Bed” — adapting to the new era

Transcript

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0:32.6	what's up everyone this is anthony pompliano many of you know me as pomp you're listening to
0:37.4	the pomp podcast which is my effort to find the most interesting people
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1:00.5	Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are
1:05.9	surely their opinions and do not reflect the opinions of Pomp investments. You should not treat
1:10.4	any opinion expressed by Pomp or his guess as a specific inducement
1:14.5	to make a particular investment or follow a particular strategy, but only as an expression
1:19.1	of his personal opinion.
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1:24.1	I really think people should go back and look at what happened after the NASDAQ bubble in early 2000, and how long it took.
1:33.9	I mean, it took a decade to get back to the prior highs.
1:37.5	And I don't, Bitcoin already took out the highs.
1:39.7	So I'm separating it as it's a financial asset that needs to be part of people's portfolios. I still think this is related to a dramatic overhang on the illiquid markets. Describe this overhang of the illiquid market. What's going on, guys? Today we've got a great episode with Jordi Visser. In this conversation, we talk about Bitcoin's IPO moment. What is happening with Bitcoin's price? Why are people so disappointed? Should you be worried? And how is it going to affect your portfolio? We then also talk about things like Tesla, artificial intelligence, the stock market, and how Jordi is currently viewing what's going on with the political arena and things like the New York City mayor race. Jordy always brings great insights and I always learn a ton. But this conversation in particular, it's very nuanced and it weaves together tons of different trends that we've been talking about over the last couple of months. And I think it will help you better form a worldview in terms of where we're going, what the issues could be, and how your investment portfolio can evolve to meet all of those opportunities. Here's my latest conversation with Jordy Visser.
2:36.0	All right, Jordy, I thought a great place to start this week's conversation is you wrote this very viral piece about Bitcoin going through its IPO moment, this distribution from the people who are early investors in Bitcoin who own a lot of Bitcoin selling it into the market.
2:48.0	What are your views now given that Bitcoin is trading around $100,000,
2:51.5	and it seems like that distribution is really starting to impact the price?
2:56.6	Well, I think the concept of the IPO distribution, which I feel very strongly about,
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