Bitcoin to $1 Million?! | Jordi Visser

**SPEAKER_1** (0:00)
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**SPEAKER_2** (0:31)
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**Jordi Visser** (1:00)
That number to me has to be 100 trillion in the future. That's how much that the financial guardrails matter. And I think Bitcoin, which will stay the most important of that group, let's assume it ends up being 33% of crypto. Well, then you're talking about 33 trillion, a third of it. Let's go through where it is today at 2 trillion-ish.
So you can multiply that number by whatever you want. 10 to 15, and you can come up with whatever number you want. It gets you up somewhere at 600,000, or somewhere at 800,000 to a million.

**Anthony Pompliano** (1:33)
Ladies and gentlemen, my conversation with Jordi Visser this week is an important and great one. Jordi talks about what's going on with Kevin Warsh at the Fed, why Scott Bessent continues to try to manipulate the yields down lower. What's going on with Bitcoin and its continued rise from the dead? How you should think about AI, Nvidia earnings, and many other topics that transpired over the last seven days. Jordi's in rare form. He informed me, he entertained me, and I think he's going to do the same thing for you. Here's my latest conversation with Jordi Visser.
All right Jordi, Bitcoin at 80K, you got new art, you're back in Brooklyn. I feel like all is good in the world.
What are your thoughts about Bitcoin's historic recovery?

**Jordi Visser** (2:13)
Well, let's start with the tape. We had a huge week, historic week, multiple standard deviation move as we talked about last week. And we're consolidating that move. 82,000 is a natural resistance point. I think 74,000 is the support level that matters the most when you start getting back towards the 200-day moving average. And I think any consolidation here is good. I think overall, when you look at the tape, and I want to make sure people kind of take the important side. A lot of people reached out to me this week on Nvidia. Marvell reported last night. Nvidia was up big, Marvell is down. And they're asking questions like, okay, are you adding here? Are you putting in stuff here? And I think it's important for people listening to this to hear my response, because my mindset has evolved since June, and I've been more focused on the application side and the rise of agent applications. And the fact that I believe the next year is all about software that uses agents, applications, including things like Eli Lilly that need agents, everything that's using agents. Grokbot is another one of these components. And so I say to people, if you have a certain amount of money, let's assume you have $100 to invest.
I have more money focused on crypto right now. And it's not just Bitcoin, it's Ethereum, it's Solana. I believe we are at the agentic application side and that every year going forward, more and more dollars are going to go towards the financial guardrails towards making sure agents can do transactions.
I think this is where people's mindset should be. So I view crypto and Bitcoin and Ethereum and Solana all having a better opportunity over the next 12 months. Even though I believe that the AI names that I focus my attention on the infrastructure side, I still think they'll outperform the S&P significantly over the next 12 months. Maybe you get 50 percent in those crypto names. We did that in 50 days during the first quarter. So you have to just realize that right now momentum is still being unwound. Hedge funds are still incredibly correlated to the AI infrastructure trade. We continue to see the leveraging happening throughout the hedge fund world because of the disruption that happened in July.
As we talked about a few months ago, Korea, which was a huge participant in the crypto market, well, it was much easier to be involved in the AI market. I sent you something this week highlighting that, hey, volumes are starting to explode in Korea on crypto. I think once we get through a normal consolidation after a big move higher, I think you're going to continue to see this. I'll just add one more thing because I posted this in X. Another thing for the tape is now we have the 200-day moving average pointed upward in both Ethereum and Bitcoin. If you go back and look at the times, and I did this and I posted it in X, where you stay below the 200-day moving average for a certain amount of time, and then you break back above it, and then it turns up. How does Bitcoin do from that point moving forward?