Why Bitcoin Wins No Matter What The Fed Does | Jordi Visser

SPEAKER_1 (0:00)

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SPEAKER_2 (0:31)

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Jordi Visser (1:00)

I think crypto would go up far faster than people realize.

Anthony Pompliano (1:04)

Bitcoin 100K, if we get clarity?

Jordi Visser (1:06)

Yes. That type of move to me, and the reason I say it with conviction, the more I'm talking to people, let's say traditional finance, so related to the banks, because remember, the banks are out there telling people, they're ready for this, they're going to be involved, you know, all this stuff, tokenization.

Pension funds need regulations.

Anthony Pompliano (1:26)

What's going on, guys? Today we got a great conversation with Jordi Visser. In this one, we talk about what's going on with oil, inflation, why the do-mers are wrong, why the stock market's going higher, why Bitcoin's going higher, why the AI companies are going higher. What's going on with Astra, GrockBot, how Jordi's using these technologies, and then we even get into what's going on with Kevin Warsh, Scott Bessent, President Trump. Are you going to bet against the White House? Should you think that the market is going higher? And what does all this mean for your portfolio? This one is fun. It's informative, and I promise you're going to learn something. Here's my latest conversation with Jordi Visser.

All right, Jordi, I hear a lot of people in the macro world talking about interest rates and oil. I know people have been talking to you about this recently.

When I'm using AI, when I'm thinking about Bitcoin, and then I hear someone talking about interest rates and oil, my brain is telling me, oh, yeah, that's what we're supposed to think about in the macro world. But my heart's kind of telling me, like, does that stuff really matter anymore?

Jordi Visser (2:17)

What do you think? Well, it depends what you mean by does it matter? For me, I love it.

In the video I did this past weekend, I was as direct as possible.

We're worried about whether the Fed is going to raise 25 basis points. And I think the curve says they're going to raise 25, but maybe there'll be one more, possibly two more before they come back down. Why anyone would care about this when earnings are growing 30-plus percent is beyond me. Why anyone would care about this when, as I showed in the video, there is no rate sensitivity to the AI trade, zero. Like despite what people wanna believe, and the bare porn that goes everywhere, we're like, oh, rates are going higher, these guys can't raise rates, their CDS is blowing out.

Progress is moving right now at a pace so fast and is accelerating by the day, not by the week anymore, by the day. The models are getting released. I was talking about Grokbot the last two weeks. Today we'll talk about Astra. I mean, I have Grokbot doing things for me, but it's not even in the league of anything I can do with Astra now, which is now combining the agentic side with the chat, with the work, with images, with everything else. So when people talk about rates, and yeah, I had a bunch of conversations this week where I'd get a text message from, again, people I've known in the business a long time, starting with the market's going to fall because rates are going higher and oil is going higher. And I'm like, did you watch my video? Like year over year oil for the sixth contract is up 20% from where it was a year ago. Why do you care about this? Just because you see a chart that shows it making the highest price for the December contract when it's below where it was. Didn't we just go through this stupidity with every oil person saying that we'd be, I mean, we were supposed to be out of gasoline in California during July. So like if some, if people are that wrong, and now we're six, seven months from the beginning of the war, and we've now heard that they're building pipelines so that Hormuz is not as important, or not important at all at some point three years from now, why, you don't think the market is smart enough to look through this, but most importantly again, I'll say it, if earnings were only growing 5% a year, and if the economy was sensitive to interest rates because what was driving the economy was like what was driving the economy before the great financial crisis, which was housing, rate-sensitive stuff, I'd worry, but the economy is now digital. The economy is not based on what we thought it was with autos and this. We know that people are not going out and borrowing money to buy housing. We know they're not going out borrowing money to buy cars the way they did. But the household net worth is going higher because profit margins are booming and the stock market is going higher. So I just think when I listen to, are we going to raise 25 or not? And oil's up and 10-year yields are up 35 to 40 basis points since July. I just think people are missing the story for what's happening. And this is a reflection that people just either don't believe in AI or they don't use it.