The Pomp Podcast

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 historic recovery and the key levels that matter, the fight between Kevin Warsh and Scott Bessent over interest rates, and why Jordi is rotating more of his money into Ethereum and Solana. We also discuss AI agents, tokenization, and just how high bitcoin could realistically go.
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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
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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/pomp
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0:00 - Intro
1:01 - Bitcoin's historic recovery & key levels to watch
4:49 - South Korea & retail’s role in the bitcoin rally
8:56 - Dogecoin, bitcoin & the fundamentally-driven move
12:10 - Kevin Warsh, Scott Bessent & the fight over rates
22:52 - An AI safety expert's surprising take on bitcoin
28:05 - Nvidia's $1B a day & the AI infrastructure trade
33:43 - Why Jordi left Wall Street for real-time information
37:39 - Is Nvidia stock underpricing its own growth?
41:20 - Scarcity, debasement & the bitcoin-gold correlation
47:05 - Stablecoins, tokenization & bitcoin as store of value
50:53 - How high can bitcoin go?
1:01:04 - Jordi’s upcoming video

Arthur Hayes is the CEO of Flop Labs and CIO of Maelstrom. In this conversation, we break down Treasury Secretary Scott Bessent's money printing playbook, the controversy around Stanley Druckenmiller's AI-written op-ed, and why bitcoin got overshadowed by the AI trade in 2025. We also discuss gold's next move, how Arthur allocates across bitcoin, gold, and public equities, and his new project tokenizing AI compute itself.
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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
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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/pomp
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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
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0:00 - Intro
1:09: - Bessent, Treasury printing & Druckenmiller's op-ed
7:21 - Bitcoin & gold's reaction to money printing signals
10:06 - Real estate, land & inflation hedges
12:55 - Bitcoin's next 12 months & why it lagged AI
17:49 - Bitcoin adoption catalysts & sovereign buyers
20:49 - Gold's outlook, portfolio allocation & public equities
26:14 - Stablecoins, tokenization & real world assets
30:15 - ETH will have a hater rally?
31:47 - Hyperliquid & Arthur's most asymmetric bet 
34:33 - Flop: tokenizing AI compute
46:17 - Money printing, scarcity vs abundance & closing thoughts

Dr. Roman Yampolskiy is a professor of computer science at the University of Louisville and one of the world's leading AI safety researchers, credited with coining the term "AI safety" over a decade ago. In this conversation, we break down why he believes superintelligence may be fundamentally uncontrollable, and the recent incidents of AI models hacking, lying, and blackmailing their way out of containment. We also get into the surprising relationship between AI and bitcoin, the collapse of trust from deepfakes, and what happens to jobs and society once we cross the AGI threshold.
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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
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0:00 - Intro
0:50 - Have we already hit AGI?
2:51 - Why we can't control superintelligence
5:14 - Could a global ban on superintelligence actually work?
8:45 - Are AI labs really taking safety seriously?
15:52 - Mass job loss & the economics of AGI
22:03 - The surprising link between AI & bitcoin
29:07 - A world of AI abundance, & why scarcity wins
31:45 - AI watermarks, & the death of trust
35:33 - Pros & Cons of physical AI world
38:40 - What would it take to trust humanoid robot?
39:50 - Brain computer interfaces: a good idea?
42:25 - Rise & risks of deapfakes 
49:40 - Controlling AI: Governments vs private companies
54:07 - Open source vs closed, & the US vs China AI race
57:34- Is bitcoin the one crypto project built to last?
1:01:40 - Limitations of physical AI: bottlenecks & shortages 
1:03:50 - Impact of healthcare with AI 11
1:06:09 - What would it take to actually declare AGI?
1:09:35 - How the public can help with AI safety

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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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
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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

Anthony & John Pompliano discuss the state of bitcoin at $64,000, why the price has stabilized, and what it will take to spark the next bull run. They also break down the exploding cost of AI adoption inside businesses, the national debt problem no president seems willing to fix, and where investors should be putting their capital right now.
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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
======================
Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
======================
0:00 - Intro
0:35 - Bitcoin at $64K, catalysts & future returns
7:58 - Why every industry needs "bitcoiners"
12:20 - National debt, government spending & why nothing changes
17:24 - How much businesses are spending on AI
20:30 - How to evaluate if AI is giving you ROI
21:29 - Stocks, equities & conviction on AI
23:16 - Year-end outlook