Bitcoin Is Entering Its Most Powerful Wave Ever | Jordi Visser

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Jordi Visser (1:00)

I believe from an Elliott Wave perspective, we're entering a third wave, a big, the most powerful wave in crypto. For that to happen and the reasons behind it, we need this kind of doubt when it starts to go up because the energy that should be associated should be real.

For this to be a third wave, I also need the silent IPO thing to be there. I needed to see.

Anthony Pompliano (1:22)

What's going on, guys? Today we have a great conversation with Jordi Visser. In it, we talk about interest rates, why everyone is worried about them going higher, but maybe it's not actually going to affect the economy or your portfolio as much as you think. We talk about Bitcoin and whether it's going higher, lower, or going to stay the same, why people are so bearish, but Jordi is so bullish. And then we talk about AI agents and what's going on, changing in the way we work, the way that we live our lives, and how it is going to impact everything around us. This conversation has a ton of impact on what is actually going to occur in your portfolio in the US economy over the coming years. I highly suggest that you listen to this very carefully, and I think that you'll get a lot of value out of it. Here's my latest conversation with Jordi Visser.

All right, Jordi, we're back in studio. You got a Hawaiian shirt on, I got a Yankees hat, we're ready to rock and roll. Everyone has one big question. Are interest rates gonna go up, or are they not? Scott Besson this week gave an interview, and he said, I have more information than the market has, obviously.

How are you analyzing whether rates will go up or not, and then what is the impact of them changing?

Jordi Visser (2:19)

All right, first of all, and I did post some stuff in accent, I'm gonna do some stuff in the video over the weekend.

Your question aligns with the way people are freaking out.

Personally, I'm shocked for, let's just use tenure rates. For the most part, they've been stuck in a 50 basis point range for the last almost four years, since the peak in 2022, or the peak since they started to range trade. Rates should be going higher because nominal GDP is over 6%, and nominal GDP is over 6% because of the AI trade, which is all related to the build out of the AI trade.

I don't think people should be focused on whether rates are going up or not. I think the question is, will rates do anything to the economy? And number two, and most importantly, the administration and Scott Besson have shown their hands that they don't want rates to go higher. And regardless of the reasons, he's not gonna publicly go out and say, well, we're really focused on the fact that the deficit's big, and if we let rates go higher, then our interest expense is gonna be higher, and we're gonna be in worse of a debt situation. I think the more important thing for people to think about again is, will rates of this magnitude? This is not a big move. So will rates making this scary 20 year high, which is the chart that everyone shows around, and that all the people that believe in the end game that Druckenmiller wrote about, which is you're manipulating a yield to where it should be, and it should be higher. So I agree with that. What I don't agree with is that people should sell stocks because of that, or that they should be thinking that something bad is gonna happen. And the reason is, there is no sensitivity to rates with inside the AI build out. And I'm gonna show that this weekend too. The margins for the front tier models, which are Anthropic and OpenAI, which are really the drivers of the entire thing at this point. So users are using ChachiPT and Anthropic. They've become a duopoly. And yes, you have open source, but these are the companies that the enterprises are using. These are the ones that are able to charge the prices they're charging.