Bitcoin Is About To Go Parabolic Because Of AI Agents | Jordi Visser

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Jordi Visser (1:00)

And this is where I'm a Bitcoin maxi in the very long term.

No, no, no. I believe if you want to continue, let me rephrase it. I want an asset that will be growing in value for the next 30 years. The only one I can say in my brain with certainty for the next 30 years, not the next five, not the next three, that I believe is Bitcoin. That's it.

Anthony Pompliano (1:19)

All right, guys, today we have an excellent conversation with Jordi Visser. In this one, we go through what's going on in AI, why all of a sudden when interest rates were raised, why did Bitcoin, stocks, all this stuff not crash? What is going on in the US economy? Why does Jordi think that Bitcoin's going higher, other cryptos are going higher? How does he think about all of the agent swarms and issues that are coming out of the AI industry? And then Jordi just gives it to a straight, exactly where he thinks value is going to accrue over the next couple of years, what he's excited about, what he's not excited about and how could it impact your portfolio. This one is excellent. Here's my latest conversation with Jordi Visser. All right, Jordi, Bitcoin has held pretty steady. Actually it's up a little bit since the Fed decided to raise interest rates. Stock market as well, pretty much flat. AI index is there up. I think that people are a little offside or shaken that if the Fed increases interest rates, aren't these assets all supposed to go down? What's going on here?

Jordi Visser (2:09)

I think you can take it back further. Let's say June 30th. What's happened since June 30th? That was the end of Q2. Stocks are unchanged, both NASDAQ and S&P.

Oil is a lot higher. I don't know if you've heard, but oil is going to take down the world. Ten-year rates throw up a lot. I don't know if you've heard this, throw up a lot. Whole system is going to crack. Situational awareness happened in July.

AI bubble is unwound. Everything is going to crash. We're in a 1998, we're in a 2009, whatever you want. We get out of July, and then what happens? Besson is going to go intervene in the Yen, and then he's going to change the buybacks, and then he's going to do this. It's going to make rates go down. Rates go higher. The war gets worse. Oil goes higher. Fed's not going to raise rates. The Fed raises rates. Clarity Act is going to go through. Clarity Act doesn't go through.

Not only is Bitcoin, Ethereum, everything sitting up here, Ethereum is up over 50% quarter to date. So with all the news I just said, climbing a wall of worry is a big deal. If you ask me what's going on, it's very simple to me.

You got to go back to situational awareness and everyone who's listening, he hates when I do this, pause. Pause for a second. Go to your smartphone. And just so, give me the image on page 71 of Leopold's Situational Awareness 165-page paper. And I want you to look at that exact point. And that's where...

Anthony Pompliano (3:42)

We'll just pull it up here, so you don't have to pause.

Jordi Visser (3:45)

That's where agents take over, AI agents take over. And I think what has happened to crypto, plain and simple, is the enthusiasm came from, oh, debasement's coming.

And I will keep saying it for all of you people listening, you want rates to go higher and crypto to go higher. Because a true technology, a true innovation, means it is not sensitive to that. This has been a big mistake that I have strong disagreement with the entire crypto community that Bitcoin is just liquidity. No, Bitcoin has been liquidity because there hasn't been innovation that has been used. When you get to the inflection point where innovation starts to be used, like with the iPhone, then that growth and innovation happens without the business cycle, without liquidity. So if you truly to be what everyone believes it's going to be, which I believe it is now, you actually need the true users of crypto to come into play.