Bitcoin’s Future Will Be Decided by This One Shift

Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we break down why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets. We cover data centers, AI, energy, and semiconductors — plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets. 🔊 Audio Podcast Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com 🖥️ From The Desk of Anthony Pompliano Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/ 📧 Newsletter Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: https://pomp.substack.com/ 👉 Follow Pomp on Social Media: Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.din.com/in/anthonypompliano/ 🤝 Podcast Sponsors Figure (https://democratizedprime.pxf.io/c/6754631/3755092/37696) – Enter to win $25k USDC with Democratized Prime while earning ~9% APY! They also have the lowest industry interest rates at 8.91% with 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin. Check out Figure https://democratizedprime.pxf.io/c/6754631/3755092/37696 ! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/ Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading. ⏰ TimeStamps: 0:00 – Intro 0:50 – Why is bitcoin crashing? 3:01 – The big crypto utility shift & why software multiples are collapsing 10:55 – The rotation: hardware/commodities outperforming software 17:14 – How AI agents disrupt legacy enterprise software 33:51 – Jordi’s “turbulence model” + what it’s signaling in markets 40:34 – Tesla/Elon: bull case, risks, & the path to $10T 50:25 – Should Elon merge Tesla + SpaceX + xAI + X? 53:22 – Wrap + what Jordi is publishing next #Bitcoin #AnthonyPompliano #Pomp