Why Is Bitcoin CRASHING?! | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 6 June 2026

⏱️ 59 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 discuss why bitcoin is down 50% and whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now.

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

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/

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

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.
=======================

Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp

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

0:00 - Intro
0:45 - Why bitcoin is down 50% & is the bear market over?
6:48 - What would convince Jordi to sell his bitcoin?
9:07 - Bitcoin as the S&P 500 of crypto
14:02 - Why bitcoin is safer than any company past 2030
17:45 - Bitcoin volatility vs. the stock market
22:22 - The five-layer AI stack & where revenues are missing
26:22 - Token budgets & the shift to specialized AI
35:10 - Are LLMs now commoditized?
40:30 - Peptides as the API key for the human body
49:24 - Healthcare, entitlements & the future outlook

Transcript

Click on a timestamp to play from that location

0:00.0	Attention all passengers.
0:04.0	The Uber ride for Jeff's rugby team will depart in five minutes from Platform 15.
0:10.0	Your ride comes with six toilets and a refreshments carriage that you'll empty within five minutes.
0:16.0	Thank you for booking your tickets on Uber.
0:20.0	Trains on Uber.
0:22.7	Okay, Micah, what do you want now?
0:25.1	Roy, it's coming home, baby.
0:28.2	Can't you feel it?
0:29.3	The excitement, the group chats, the atmosphere.
0:33.0	Well...
0:34.6	Come on!
0:36.6	I've got a good feeling about this one, Roy.
0:39.3	The world's gone football!
0:44.3	Okay, Dan, a bit.
0:47.3	Getting on the action this summer with SkyBet.
0:50.3	18 plus gambleaware.org.
0:52.3	There are more AI agents on HTML sites than humans. This is where we're headed. So if you think the world of human beings is going to dominate commerce, it's not. It's AI agents. So if you ask me, what is a direct play on that? I believe Bitcoin is a direct play on agents dominating humans going forward. What's going on, guys? Today we get a great conversation with Jordie Visser. In this conversation, we talk about what's going on with Bitcoin. Why is it selling off? Is Jority worried and is he going to sell his Bitcoin? On top of that, we talk about what's going on with Eli Lilly, why he is so convicted that it could be the best AI name for the AI trade. And then we get into a bunch of other second and third order effects of what's going on with the infrastructure buildout, artificial intelligence, so much tokens being consumed. And then how does Bitcoin fit into all this? All that much more in this conversation with Jordi Visser. All right, Jordy, Bitcoin is down 50% from its all-time high. People are freaking out. Michael Saylor sold 32 Bitcoin this week and people
1:44.4	think that maybe he doesn't believe anymore. What's your take as to why Bitcoin has fallen so
1:48.2	much? And is it over? Or will Bitcoin recover? So I learned my lesson last year not to predict
1:55.0	levels on the upside. I'm also not going to predict levels on the downside. Last week in my weekend
2:00.8	video, I highlighted the difference
2:04.1	between a bull market and a bare market. And that's what charts are good for. We're still
	...

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.