#1553 Jordi Visser | This Is the Year Bitcoin Goes Parabolic

Unknown Source May 24, 2025 46 min

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70 Companies

89 Key Quotes

4 Topics

1 Insights

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Podcast Episode Summary: #1553 Jordi Visser | This Is the Year Bitcoin Goes Parabolic

This episode of the Pomp Podcast features Jordi Visser, a veteran of 30 years on Wall Street, discussing his highly bullish outlook for Bitcoin, predicting a parabolic move and a potential short squeeze later in the year, driven by significant macroeconomic shifts and the fracturing of the traditional fiat system.

1. Focus Area

The primary focus is Cryptocurrency (Bitcoin) analyzed through a Macroeconomic Lens. Key themes include the interplay between rising long-term interest rates, government debt, the pressure on long-duration assets (like private equity and tech stocks), and Bitcoin’s unique position as an asset outside the traditional system. AI’s role in accelerating the need for digital finance infrastructure (stablecoins) was also a significant secondary theme.

2. Key Technical Insights

Short Squeeze Mechanics: Visser believes the recent all-time high was not the major short squeeze he anticipates. The true squeeze will involve a rapid, parabolic move (potentially $10k–$30k increase in a week) triggered by those who have been selling upside volatility (selling OTM calls for yield) being forced to cover their positions.
Volatility Correlation: A true short squeeze is characterized by price rising alongside volatility (Vol). Currently, Vol has been decreasing, suggesting the recent move was driven by corporate adoption and flight from fiat, not a leveraged squeeze.
Option Market Positioning: A significant amount of upside call options have been sold globally (especially by yield-seekers in Asia and institutions) against future Bitcoin production/holdings, setting the stage for a forced buying event when strikes are breached.

3. Market/Investment Angle

Rates are Bullish for Bitcoin: Contrary to conventional wisdom, Visser argues that rising long-term bond yields are accelerating the case for Bitcoin. Rising long-term rates signal stress in the fiat system (government debt issues mirroring bank stress from 2020), pushing capital toward non-fiat, liquid assets like Bitcoin and gold.
Pressure on Long-Duration Assets: Rising rates and AI competition are putting immense pressure on long-duration assets (private equity, VC, high-multiple tech stocks). As institutions like Harvard (mentioned via Bill Ackman’s comments) are forced to sell these illiquid assets, capital will seek refuge in liquid, outside-the-system assets.
Prediction of Parabolic Move: Visser maintains his conviction that Bitcoin could double this year, driven by the impending short squeeze and the macro environment forcing capital flight.

4. Notable Companies/People

Jordi Visser: The guest, providing a macro-to-crypto thesis based on 30 years of Wall Street experience.
Donald Trump: Mentioned as a political factor whose policies (e.g., tax bills, stance on debt) are accelerating the macro pressures that favor Bitcoin.
Bill Ackman: Cited for his recent comments highlighting the vulnerability of long-duration assets (PE, VC, Real Estate) to rising rates and AI competition.
CZ (Changpeng Zhao): Mentioned for his insight that AI agents are accelerating the need for stablecoins, and for admitting he was wrong about the long-term importance of stablecoins in the ecosystem.
Larry Fink (BlackRock CEO): Referred to humorously as the “CMO of Bitcoin” due to the impact of institutional endorsement on asset narrative.

5. Regulatory/Policy Discussion

Capital Controls & QE: Visser believes the pressure on the bond market and the government’s unwillingness to let rates rise too high (due to debt servicing costs) makes capital controls or renewed Quantitative Easing (QE) to buy long-duration bonds increasingly likely before year-end.
Stablecoin Legislation: The passage of stablecoin legislation is viewed as a critical, near-term milestone that will further legitimize the digital asset ecosystem.
Strategic Bitcoin Reserve: Visser speculates that government action, potentially involving a strategic Bitcoin reserve or “Bitbonds” (bonds attached to Bitcoin), is inevitable once the regulatory hurdles are cleared, which would necessitate a much higher BTC price.

6. Future Implications

The conversation suggests the industry is heading toward a merging of traditional and digital finance, driven by systemic stress in the fiat system. Bitcoin is positioned to benefit massively from this fracturing, acting as the ultimate liquid hedge against government debt and long-duration asset devaluation. The next major catalyst is expected to be the leveraged short squeeze, amplified by media attention (“the megaphone”).

7. Target Audience

Crypto Investors, Macro Hedge Fund Managers, and Financial Professionals deeply interested in the intersection of monetary policy, sovereign debt, and digital asset valuation.

🏢 Companies Mentioned

Coinbase ✅ Exchange

Fortcoin ✅ Crypto Asset/Project

Elon Musk ✅ N/A (Influencer/Figure)

GameStop ✅ Traditional Finance (Contextual)

PIMCO ✅ Traditional Finance (Contextual)

SoFi ✅ Traditional Finance (Contextual)

Astro Network ✅ Layer 1 Blockchain Project (or related)

Mythical Games ✅ NFT/Gaming Project

Liz Truss ✅ unknown

Josh Waitzkin ✅ unknown

The Art ✅ unknown

Visit SweetTartsCandy ✅ unknown

Sweet Tarts Ropes ✅ unknown

Sweet Tarts ✅ unknown

Sweet Tarts Candy ✅ unknown

💬 Key Insights

"The governments have a printing press. This is not about banks going out of business or corporations. This is the government that can print money whenever they want. And the downside is the deficits and the debt never get better. And that's why Bitcoin rises at the same time."

Impact Score: 10

"I think that's why gold and Bitcoin are moving together. View them as one is the private sector embracing Bitcoin. The other is the public sector, which has a hard time embracing Bitcoin because of democracy and everything else, and gold ends up being the choice for the public side."

Impact Score: 10

"Bitcoin for the most part will remain a private sector non-fiat instrument. And for countries, gold will remain the predominant one."

Impact Score: 10

"That's why Bitcoin should have another leg to it [due to capital controls discussion]."

Impact Score: 10

"That's why at the end of the day, we're, we're, it foreigners own 20 net $26 trillion of our assets. So when I say capital controls, I think capital controls are an option that will be brought up."

Impact Score: 10

"I am still convinced with inside Bitcoin and watching the way the option market trades and the way that the future is traded such a premium to spot that there is going to be a squeeze where someone who keeps selling Bitcoin higher is going to get caught in this whole thing. And we're going to see a week where it's up 10, 20, 30,000 in a week."

Impact Score: 10

📊 Topics

#artificialintelligence 70 #investment 4 #startup 2 #aiinfrastructure 2