Why Are Bitcoin & AI Stocks CRASHING?! | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 27 June 2026

⏱️ 47 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 break down the AI trade and why it's far from over, the memory shortage driving Micron, which AI models are winning and losing, how agentic loops are replacing white collar jobs, why bitcoin and the debasement trade are selling off — and what comes next.

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0:00 - Intro
1:13 - Is the AI trade over?
4:11 - Micron, memory shortage, & the AI supply chain
9:54 - Intel, TSMC & the AI arms race
13:11 - Claude vs. ChatGPT vs. Gemini
24:26 - Agentic loops & job displacement
29:50 - What is the impact of regulation?
34:55 - Stripe, solopreneurs & AI commerce
38:12 - Bitcoin, gold & the debasement selloff
43:11 - Tokenization & bitcoin's third wave
45:04 - Jordi’s upcoming video

Transcript

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0:00.0	Your team just added its 67th AI tool and also your 67th security blind spot.
0:06.0	The good news, the Vantter agent works like a GRC engineer in the background,
0:11.0	finding every app your team uses, scoring the risk and drafting fixes for you.
0:16.0	Vanta is the platform used by over 16,000 fast-moving companies like Synthesia, Nandoz, and Granola,
0:23.1	who are shaping the future with AI and staying ahead of AI risk.
0:27.6	Get started at Vanta.com.
0:30.2	Hi, I'm Rob Lowe, actor, podcaster, but most importantly, America.
0:35.3	And this summer, the US of A is going gonna show y'all how soccer is really done.
0:40.3	We're talking tailgate parties,
0:43.3	halftime shows,
0:45.3	fireworks in the freaking sky, baby.
0:48.3	Nah, you're all right, Mike. We'll just watch the actual game, thanks.
0:52.3	Yeah, America's gonna America this summer. but one thing's for sure, nobody does football
0:57.3	better than us.
0:58.4	Honeypower.
0:59.0	18 plus, gamble away, dot org.
1:00.3	Here's the reality.
1:01.3	We are in still the second or third inning of what will be a long buildout.
1:05.6	Artificial intelligence is the most important thing to happen to the human race from the basis of making things
1:12.9	cost less and solving some of the world's problems that have been with us for a long time.
1:17.4	Turning longevity into something that's parabolic, turning the market into something that's
1:21.7	parabolic. Most importantly, allowing democratization of education, democratization of people
	...

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