Jordi Visser is a veteran macro investor with over 30 years of market experience and the author of VisserLabs Substack. In this episode, we break down what’s happening in software stocks, credit markets, and bitcoin — including how bitcoin could benefit in both inflationary and deflationary environments. We also explore real-world AI adoption, capital shifts, and a few surprising insights Jordi didn’t see coming.

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

Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: media@bitget.com

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

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/

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

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.

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

0:00 - Intro
0:51 - Breaking down deflation & macro environment
5:49 - Why deflation pushes money into scarce assets
12:40 - Software stocks, AI, & multiple compression
18:45 - Why public companies may disappear
20:35 - Tokenization, RWAs, & on-chain markets
25:45 - What “agent swarms” actually are & security risks
38:42 - AI apps anyone can build & how to use AI
40:48 - Private credit stress & Blue Owl
49:45 - What Jordi is covering next

Bitcoin Is About to Absorb a Historic Rotation | Jordi Visser

The Pomp Podcast

Bitcoin Is About to Absorb a Historic Rotation | Jordi Visser