The Pomp Podcast: Why AI Agents Could Send Bitcoin Parabolic

**SPEAKER_1** (0:01)
When markets wobble and headlines scream caution, the real story can be easy to miss.
Anthony Pompliano's recent conversation with Jordi Visser on The Pomp Podcast is a perfect example. Pompliano opens with this long-term view: "I want an asset that will be growing in value for the next 30 years," and he believes Bitcoin is the cleanest answer." That's a bold claim, especially given the volatility we've seen. But what's really interesting is Visser's take on how markets have actually behaved recently. He points out that Bitcoin and other risk assets have shown unusual strength even after the Fed raised rates. Bitcoin has held steady, stocks have stayed firm, and AI names keep rising." "Right," he calls that "climbing this wall of worry." It suggests the market is adapting to a new regime instead of waiting for old macro rules to return. But the conversation goes deeper than just market resilience. A major theme is situational awareness and how technological change is now moving faster than traditional models can capture. Exactly. And Visser makes a crucial point about the crypto narrative shifting away from purely liquidity-based arguments and toward real innovation. He says Bitcoin was once highly sensitive to liquidity because it lacked broad utility, but that's changing as AI and software become embedded in daily economic activity.
Which leads to his most provocative claim: that we're already in a productivity boom, even if old statistics don't show it clearly. He says, "We are not hiring human beings at the same rate anymore; we are hiring digital AI agents." His own company has fewer than 15 humans and nearly 100 AI agents. That kind of leverage is what's driving margins higher.
That stat is striking. And he doesn't stop there. Visser points to the rise of agent swarms, including a case where 10,000 AI agents helped solve a difficult math problem in 88 hours. He believes that kind of brute force collaboration will soon matter in areas like cancer research and vaccines. When Pompliano raises concerns about the recent AI pause and safety fears, Visser is blunt: "This will not stop compute; if anything, it will accelerate it."
So what does this mean for crypto's future role?
Visser believes agents will transact with each other, and blockchains will become the necessary settlement layer. Privacy will matter more, especially for business-to-business transactions, and tools like stablecoins and Bitcoin will sit at the center of this new system. He describes crypto as "ghost rails" waiting to be activated by AI-native demand.
Toward the end, he widens the frame and says the biggest opportunity over the next five to ten years may be the convergence of AI and crypto, not either one alone. As the pace of change accelerates, the market is already signaling where value will accrue next: with Bitcoin, digital agents, and the infrastructure that connects them.