Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we break down why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets. We cover data centers, AI, energy, and semiconductors — plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets.

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0:00 – Intro
0:50 – Why is bitcoin crashing?
3:01 – The big crypto utility shift & why software multiples are collapsing
10:55 – The rotation: hardware/commodities outperforming software
17:14 – How AI agents disrupt legacy enterprise software
33:51 – Jordi’s “turbulence model” + what it’s signaling in markets
40:34 – Tesla/Elon: bull case, risks, & the path to $10T
50:25 – Should Elon merge Tesla + SpaceX + xAI + X?
53:22 – Wrap + what Jordi is publishing next

Bitcoin’s Future Will Be Decided by This One Shift | Jordi Visser

The Pomp Podcast