The AI Boom Is Very BULLISH For Bitcoin

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why parabolic AI stocks are justified by real demand, who's actually buying bitcoin and why it's heading higher, the tokenization wave coming this summer, and the stocks Jordi is buying and selling right now. 🔊 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 Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading. 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/pomp Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://din.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget) For media inquiries, please contact: media@bitget.com ⏰ TimeStamps: 0:00 - Intro 1:14 - Why parabolic moves in AI stocks are justified 5:18 - Data center buildout & the obsolescence race 11:34 - DRAM ETF & AI volatility 20:56 - Data center protests, supply bottlenecks, & inflation 28:54 - AI-driven layoffs — cover story or real? 32:12 - Michael Saylor, bitcoin & who's actually buying 35:19 - Blackrock ETF at all-time highs & boomer buying 37:21 - Why long duration assets are dead 39:25 - Tokenization & the Iran war 41:40 - New Fed chair, oil & macro outlook 46:35 - AI in grocery stores & dynamic pricing 49:21 - Wealth inequality & discretionary spending 51:47 - Long-term investing advice & stocks Jordi is looking at 57:50 - Jordi’s video this week #Bitcoin #AnthonyPompliano #Pomp