#1538 Jordi Visser | Will Institutions Drive the Next Bitcoin Surge?

Unknown Source April 26, 2025 47 min

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50 Companies

80 Key Quotes

3 Topics

2 Insights

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Podcast Summary: #1538 Jordi Visser | Will Institutions Drive the Next Bitcoin Surge?

This episode of the Pomp Podcast features Anthony Pompliano (Pomp) in conversation with Jordi Visser, focusing on the potential transition toward a “Bitcoin Standard,” the decoupling of Bitcoin from traditional tech stocks, and the shifting global monetary order.

1. Focus Area

The discussion centers on Macroeconomics and Cryptocurrency, specifically:

The erosion of the US Dollar’s status as the global reserve currency post-1971.
The emergence of Bitcoin as a potential decentralized, resilient alternative.
The impact of US-China trade tensions (tariffs, supply chain reliance on rare earths) on traditional markets.
The relationship between Bitcoin and technology stocks, particularly regarding decoupling during liquidity crises.
The future valuation challenges posed by Artificial Intelligence (AI) across traditional equities.

2. Key Technical Insights

Digital Economy Evolution: The transition from the personal computer (1971) to the internet, mobile, and cloud has created a “violently growing” digital economy that requires a native digital monetary system.
Stablecoins as a Payment Threat: The global rise of stablecoins, largely dollar-backed, is forcing a realization that existing fiat payment rails are insufficient, paving the way for Bitcoin/stablecoin transactions globally.
Bitcoin as the Future S&P 500: Visser posits that Bitcoin is the “S&P 500 of the future” in a world dominated by AI, as its fixed supply makes it one of the few assets whose long-term value can still be reasonably assessed, unlike most software companies facing imminent AI disruption.

3. Market/Investment Angle

Decoupling Confirmed: Bitcoin has already begun decoupling from tech stocks, evidenced by its year-to-date gains while tech stocks remain significantly down.
Underperformance of Traditional Assets: Visser believes assets like bonds and many securities will continue to underperform inflation due to ongoing debasement and loss of trust.
Institutional Flow: The shift is gradual, with capital reducing holdings in underperforming securities and flowing into Bitcoin, which is insulated from geopolitical risks like tariffs. Bitcoin’s price appreciation de-risks it in the eyes of institutional investors.

4. Notable Companies/People

Jordi Visser: Guest, offering macro-economic and structural views on the shift to a Bitcoin standard.
Anthony Pompliano (Pomp): Host, driving the conversation on institutional adoption and market correlation.
Bridgewater Memo: Mentioned as a source of bearish sentiment in the broader market, which Visser contrasts with his bullish outlook on Bitcoin.
Cantor, SoftBank, Tether (New Entrant 21): Mentioned as a consortium entering the space, signaling growing institutional/traditional finance interest in digital assets.

5. Regulatory/Policy Discussion

Loss of Trust in Reserve Status: The administration appears to be accepting a weaker dollar and is losing trust in the traditional reserve currency status, evidenced by trade policy shifts (e.g., potential easing of China tariffs).
Government’s Dilemma: Governments have effectively lost the fight against decentralized finance/crypto adoption; they are now trying to lead the crypto innovation side (e.g., stablecoin legislation) while managing the decline of the dollar’s dominance.

6. Future Implications

The industry is heading toward a parallel monetary system where Bitcoin and stablecoins facilitate global transactions, especially for large bilateral trade, while national fiat currencies persist for local use. The acceleration of AI will make traditional equity valuation models obsolete, further cementing Bitcoin’s appeal as a scarce, non-disruptable asset. Visser predicts Bitcoin could become the second-largest asset globally by the end of the year, behind gold.

7. Target Audience

This episode is highly valuable for Financial Professionals, Macro Investors, Crypto Strategists, and Institutional Allocators seeking deep analysis on the intersection of monetary policy, geopolitical risk, and digital asset valuation.

🏢 Companies Mentioned

Bridgewater ✅ Investment Firm

Matt Hogan ✅ Individual/Institutional Representative

SoftBank ✅ Investment Firm

Cantor ✅ Institution/Investment Firm

Eric Schmidt ✅ unknown

The AI ✅ unknown

But Google ✅ unknown

Black Monday ✅ unknown

Liberation Day ✅ unknown

Silicon Valley ✅ unknown

Michael Saylor ✅ unknown

Great Financial Crisis ✅ unknown

If I ✅ unknown

Matt Levine ✅ unknown

Matt Hogan ✅ unknown

💬 Key Insights

"So, that's why I kind of think about markets is what's in the near term? What's in the long term? I'd be buying energy and utilities at this point."

Impact Score: 10

"We do not have enough energy to make the humanoids go. We do not have enough to have a billion humanoids."

Impact Score: 10

"If we're going to get into a military war with China and we can't make humanoids for the next 10 years, we're at a really big disadvantage if they're producing a lot."

Impact Score: 10

"You need actuators. The reason actuators are the muscle part of humanoid. So, it's not just rare earth that you need. You actually need certain parts that, again, I hate to say it, but the Chinese make."

Impact Score: 10

"I walked away from that conversation with maybe two major takeaways. One was this is going to be hyper-deflationary, and two is the world is going to look very different 15, 20 years from now than it does today."

Impact Score: 10

"You have to question their beliefs on the capital structure of the future of the world in a world with no debt and with Bitcoin as the global reserve currency."

Impact Score: 10

📊 Topics

#artificialintelligence 60 #investment 12 #startup 3