#1572 Jordi Visser | BITCOIN NEW ALL-TIME HIGH MEANS WE GO HIGHER!

Unknown Source July 12, 2025 45 min

artificial-intelligence investment generative-ai ai-infrastructure nvidia meta

61 Companies

71 Key Quotes

4 Topics

🎯 Summary

Podcast Episode Summary: #1572 Jordi Visser | BITCOIN NEW ALL-TIME HIGH MEANS WE GO HIGHER!

This 45-minute episode of the Pomp Podcast features Anthony Pompliano (Pomp) interviewing Jordy Visser, a 30-year Wall Street expert, to analyze the recent Bitcoin all-time high, its drivers, and its implications for the broader macro and equity markets, particularly in relation to AI infrastructure build-out.

1. Focus Area

The discussion centers on Bitcoin and Cryptocurrency Market Dynamics, specifically analyzing the drivers behind the recent price breakout, the role of derivatives (options expiration), the growing influence of Traditional Finance (TradFi), and the emerging relationship between crypto, global liquidity (Global M2), and the structural build-out of Artificial Intelligence (AI) infrastructure. Secondary focus areas include macroeconomics (tariffs, PMIs) and the rotation within the equity markets.

2. Key Technical Insights

Post-Expiration Supply Reduction: The passing of options expiration removed significant selling pressure and supply overhang, particularly shorts built up around prior all-time highs ($110k–$120k range).
Volatility Normalization: Current 3% daily moves are considered “normal” for a multi-trillion-dollar asset like Bitcoin, especially with implied volatility remaining relatively low (under 40), suggesting these sharp moves are likely to continue.
Ethereum Technical Trigger: Visser notes that Ethereum hitting and sustaining above $2,700 for two weeks was a technical signal that preceded its move toward $3,000, suggesting the start of “altcoin season.”

3. Market/Investment Angle

Sustained Momentum: Visser is highly bullish, expecting a “very large short-covering squeeze” and predicting that Bitcoin could surprise to the upside significantly before the end of July, driven by momentum breaking out of range trading.
Liquidity Lag: Global M2 (US, Europe, China) has increased by over $5 trillion this year, suggesting Bitcoin has underperformed relative to historical liquidity trends, implying significant room for further upside.
Bitcoin as the Purest AI Trade: Visser argues that the massive infrastructure build-out required for AI (power, copper, data centers) is a structural growth story. He posits that Bitcoin is the purest way to play this structural growth, even more so than traditional tech or commodity plays.

4. Notable Companies/People

Jordy Visser & Anthony Pompliano (Pomp): The primary analysts driving the discussion.
Tom Lee: Mentioned for championing the “Ethereum corporate Treasury balance sheet strategy,” linking stablecoins and network effects.
Circle: Its recent actions (potentially related to an IPO or regulatory clarity) are seen as a “ChatGPT moment” for crypto, forcing TradFi participants to conduct necessary research.
Core Scientific & CoreWeave: Their partnership is highlighted as a physical manifestation of the link between crypto mining/power needs and the compute side of the AI economy.
Nvidia (Mag 7): Used as a benchmark for high volatility and noted that the Mag 7 stocks have been relatively flat year-to-date, suggesting a market rotation is underway.

5. Regulatory/Policy Discussion

Positive Policy Impact: Visser suggests that any positive news from Washington, such as progress on the Clarity Act or favorable stablecoin legislation (like the Stablecoin Act), would act as an accelerant to the current momentum.
China Trade Dynamics: The shift in US policy towards China—moving from aggressive tariffs to a realization of mutual necessity (US needing rare earth minerals, China needing chips/software)—is creating certainty that supports higher global PMIs.

6. Future Implications

The conversation points toward a significant structural shift in capital allocation:

Rotation from Software to Infrastructure/Value: The market is expected to rotate away from overvalued software/Mag 7 names toward economically sensitive sectors (materials, energy, commodities) that benefit from rising PMIs and the AI build-out.
Bitcoin as the Final Home: Bitcoin is increasingly viewed by sophisticated investors not just as a speculative vehicle but as a destination for capital seeking growth uncorrelated with traditional tech cycles, potentially acting as the “final home of capital.”
PMI Bottoming: Visser predicts that global Purchasing Managers’ Index (PMI) data, which has been depressed for three years, is bottoming and turning up, which historically precedes strong rallies in Bitcoin and altcoins.

7. Target Audience

This episode is most valuable for Crypto Investors, Macro Hedge Fund Managers, and Institutional Analysts who need to connect Bitcoin’s price action with broader macroeconomic indicators (liquidity, PMIs) and structural technology trends (AI infrastructure).

🏢 Companies Mentioned

Meta ✅ nft/gaming

Palantir ✅ Technology/Software (Contextual)

IBIT ✅ Institution (ETF Provider)

Do I ✅ unknown

What Freeberg ✅ unknown

Ray Dalio ✅ unknown

The Israel ✅ unknown

Luke Groman ✅ unknown

Cedar Falls ✅ unknown

Simple Mining ✅ unknown

Bitcoin DeFi ✅ unknown

Bitcoin IRA ✅ unknown

United States ✅ unknown

Because I ✅ unknown

New York City ✅ unknown

💬 Key Insights

"AI has an impact on the service side of inflation down the road."

Impact Score: 10

"I actually think at this point it is the only way to get out of this [the deficit]. I don't know whether it'll work or not, but I do think that there is a probability that five years from now, the benefits of AI will help the deficit."

Impact Score: 10

"Core, the leading Bitcoin scaling solution, will reward you for not selling your Bitcoin. It's not magic. Here's how it works: Core is a protocol secured by elected validators. You can help elect validators and secure the network by simply locking up your Bitcoin on the Bitcoin blockchain. No bridging, no lending, and just holding. When your validator secures Core, it earns rewards fueled by network activity and passes them back to you as yield."

Impact Score: 10

"I can envision a scenario where the economy PMIs are going up and the Fed is cutting rates, and that's what I expect to happen in the second half of the year. I can't think of a more powerful situation for Bitcoin than a weaker dollar—that's already happened—liquidity that's already gone higher, positive stuff from the government, and then the Fed joining the party while the PMIs are going up."

Impact Score: 10

"Historically, that momentum shift where momentum starts to break down, that's usually an inflection point involving the PMIs, and it's usually a bottom in the PMIs. And that's what feeds back into bottoms. And PMIs usually lead to a rally in Bitcoin."

Impact Score: 10

"I think Bitcoin is now going to be associated with the commodity side more so than people realize. And I think we are in the early stages of a structural bull market related to building out the infrastructure of AI, which is going to take power, as we've talked about. It's going to take copper... the purest AI trade is Bitcoin."

Impact Score: 10

📊 Topics

#artificialintelligence 73 #investment 7 #generativeai 2 #aiinfrastructure 1