Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin's explosive weekly surge and why this "sigma move" signals a real bull market. We also discuss the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio.

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0:00 - Intro
1:02 - Bitcoin's weekly surge & the "sigma week" behind it
5:38 - The bitcoin vibe shift & intersection with AI
15:26 - Is multiple compression a warning sign for the market?
19:03 - How much bitcoin should be in your portfolio?
23:27 - Moderna, AI & the future of biotech
29:20 - Stripe's OpenRouter deal & the fight for AI model routers
34:13 - Are model routers a threat to Anthropic and OpenAI?
44:00 - Why people fear data centers more than nuclear plants
54:46 - Jordi's bitcoin call to arms

Bitcoin Just Had Its Biggest Week In History | Jordi Visser

The Pomp Podcast

Bitcoin Just Had Its Biggest Week In History | Jordi Visser