Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser

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Jordi Visser (1:26)

You know what the hedge is if I'm right? It's to go buy Bitcoin.

So if you believe that you're going to get disrupted by AI, then you start asking if I'm getting disrupted, who isn't going to get disrupted? It's really hard to come up with any company, which is why I focus my attention on the agentic compute side. I have total confidence over the next three years that as a basket of semiconductors, of the optical companies, of the industrial companies that make the data centers, that over the next three years with humanoids coming and everything else that.

Anthony Pompliano (1:58)

What's going on guys? Today, we've got an excellent conversation with Jordi Visser. In this, he's going to talk about the death of hedge funds, why tokenization may be the thing that brings that right to their doorstep. We talk about long-term capital management, Bitcoin, tokenization. What is going on with CPI? Why we don't care about it anymore? How AI is now inevitable? What's going on in financial markets? What it means for your portfolio? Then of course, we got to disagree on something. We're going to get into a very heated debate, heated for two gentlemen.

In that conversation, I think you're going to learn a lot about how AI is working, token prices and how we see the world evolving over time, both for big companies, small companies, and how you can invest along all these themes. That and much more in today's conversation with Jordi Visser.

All right, Jordi, you've got some very unique thoughts this week on long-term capital management and how we may be living through a very similar time right now. Can you give us context on how you're thinking about this moment in time?

Jordi Visser (2:50)

Yeah, and for those of you who are my subscribers, you saw me do a very brief video on Thursday. And the reason I put it out is because so many people had reached out and I had a busy week.

But because people had reached out and said, what's going on? Is this something I should be worried about?

Anthony Pompliano (3:08)

The sell-off and all of the fears around the AI journey.

Jordi Visser (3:10)

Yeah, semiconductors are down seven days in a row, CoreWeave, CDS, all this stuff. And of course, the echo chamber of bears gets louder and louder whenever there's a, oh, it's popping now finally.

To give you like a brief sports analogy, this is like you go into a game and you've decided to bet on a football team that is given 28 points. So there are four touchdown underdog, and you get the first touchdown and you start banging your chest. That is what bearish people on the AI bubble popping the S&P is a couple percent off the all-time high feels like to me. I've never met anyone who predicted the end of a bubble, and I certainly don't think anyone who's waiting every day for anything to happen. So this week brought out a lot of fear.

I want to share some thoughts on how LTCM fits into this, because I think it's really important for people to understand leverage. So I'm a believer, and this is the reason why I'm not in the hedge fund industry. I have no interest in being in a competition against artificial intelligence, which everyone who's staying in the industry is competing. They're competing against AI agents. The fact that any retail person can set up a long short hedge fund, instantaneously now back test things and do it. So I didn't believe this was going to be an easy period.