Things Jordi Visser Has Said on Podcasts

“If you go to wire money to someone on a Friday at three o'clock, it'll settle on Monday. Where's your money for the last two days? Where's it sitting? And I challenge anyone to actually know where their money is.” — Jordi Visser, The Pomp Podcast

Visser was making the case that AI agents will need payments that settle instantly. His argument is that every step and every second between buying and settling is a chance for a swarm of agents to steal the money along the way, which is why he expects crypto rails to become necessary.

The Pomp Podcast · 2026-10-03 Permalink → Listen →

The Pomp Podcast Around 29:34 into the episode

Jordi Visser

So I have one for A. Man,

Anthony Pompliano

you capitalist pig. You going after the middle managers? Too

Jordi Visser

…have personal agents. We couldn't have personal agents unless we got to the point where we had agent swarms. Because at the end of the day, that's kind of what you're doing. You need to have enough IQ to be able to do all these different tasks, have the memory, have it, and agent swarms have the same thing. The reason this is important, the current system, when you go to wire money to someone, if you go to wire money to someone on a Friday at three o'clock, it'll settle on Monday. Where's your money for the last two days? Where's it sitting? And I challenge anyone to actually know where their money is. When they use a credit card to go buy something and it goes from your bank account to the merchant through the credit card, I keep hearing people tell me, well, V's and MasterCard are going to be the winners in this. I'm like, no, they're not. They have no chance. I don't even know where this comes from. And this argument comes up all the time. The amount of steps between buying something and…

Anthony Pompliano

They are asking you in terms of, I hear you talking about crypto and I disagree, so convince me. Or they are saying, I am interested. Help me better understand where to put the money that I want to invest. Yeah.

Jordi Visser

The best analogy is the door was closed and you had to pry it open. They're looking through the door. I see. They're interested. And the reason is, and this is the Wall

Anthony Pompliano

Street FOMO building up.

Speaker names from our own diarization · position estimated from where the line sits in the episode

“…If you listen to economists, you are going to lose money.” — Jordi Visser, The Pomp Podcast

Visser drops this near the end of a long answer on why rising rates will not damage the AI trade the way they once damaged a housing-and-autos economy. He frames it as something he has said repeatedly, and immediately explains what he means: the error is extrapolating past cycles into a period where demand and margins do not behave the way the models assume.

The Pomp Podcast · 2026-09-05 Permalink → Listen →

The Pomp Podcast Around 01:31 into the episode

Jordi Visser

…wave, a big, the most powerful wave in crypto. For that to happen and the reasons behind it, we need this kind of doubt when it starts to go up because the energy that should be associated should be real. For this to be a third wave, I also need the silent IPO thing to be there. I needed to see.

Anthony Pompliano

…roll. Everyone has one big question. Are interest rates going to go up or are they not? Scott Bessant this week gave an interview and he said, I have more information than the market has, obviously. How are you analyzing whether rates will go up or not? And then what is the impact of them changing?

Jordi Visser

…that a 200 basis point rise in 10 year yields doesn't change the margins for Anthropic or OpenAI by very much. It's about from, let's say, 70% to 69%, 200 basis points. This is the first time that this has gone on. So part of this fear over rates is the history of an economy that was driven by housing and was driven by autos and the great financial crisis. So again, I've said this repeatedly. If you listen to economists, you are going to lose money. If you listen to people who take the past and extrapolate it into a time with exponential demand where margins are infinite, I mean, they're as high as they can be. And the demand side is never ending because we barely have started. And the advancements in Grockbot mean more usage. Astra, which hasn't been released to us yet, but you read through X, like everything is going to continue. And I'll…

Anthony Pompliano

All right. So let's say that you are right, which I do, I do believe that you are correct in that if rates go up 200 basis points, you're not going to see a significant change in the profit margins of the large AI companies. Great. The AI companies maybe employ tens of thousands of people. Maybe we…

Jordi Visser

So when I say the only thing that matters, again, I'm saying you're not going to take nominal GDP to go down far if rates go from four and three quarters to five and a quarter. Now, again, the administration doesn't want that to happen. Do I think investors could freak out? Sure. And I think we've…

Anthony Pompliano

So just to make sure that maybe let me repeat this back. What you're saying is if rates go up 150, 200 basis points, asset prices could fall. Other parts of the economy could slow down or feel pain. But the main driver of GDP growth right now is the AI companies. And if the AI companies are…

Speaker names from our own diarization · position estimated from where the line sits in the episode

“Bitcoin needs to be in people's portfolio because it is a hedge against abundance.” — Jordi Visser, The Pomp Podcast

This is the cold open, a clip lifted from later in the conversation and used to lead the episode ahead of Pompliano's introduction. Visser's argument is that if AI delivers the abundance its backers promise, the thing worth holding is the asset nobody can make more of. He follows the line by saying his practice is to stay quiet on Bitcoin until the tape tells him it is time to be loud again.

The Pomp Podcast · 2026-08-22 Permalink → Listen →

The Pomp Podcast Around 02:51 into the episode

Speaker 1

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Speaker 2

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Jordi Visser

Bitcoin needs to be in people's portfolio because it is a hedge against abundance. It cannot be destroyed because it is built on beliefs, beliefs that it will have a store of value just like gold, except for one thing. It's digital. And so I think everyone needs to adjust their views. And my job has always been: I'm going to keep quiet on Bitcoin until the tape tells me that it's time to be loud again. It's time to be loud again.

Anthony Pompliano

What's going on, guys? Today we have a great conversation with Jordy Visser. And boy, is this one fun. We talk about Bitcoin and the 22% surge this week in the price. What's driving it? Is it sustainable? And how should you think about Bitcoin in your portfolio? We also talk about Stripe, Ramp…

Jordi Visser

Well, when we talked two weeks ago, it was the week after situational awareness. It was the week after Kevin Warsh did nothing and basically said the bond market was doing the work for him. And then finished off that week with the most important thing. And I do believe the thing that most people…

Anthony Pompliano

Before we get to Stripe, Bitcoin itself feels like there's a couple of key components here. Earlier this week, I recorded a podcast and was asked, you know, what is my thoughts about Bitcoin and why it's been so stable. And I explicitly called out the fact that I didn't see a catalyst on the…

Speaker names from our own diarization · position estimated from where the line sits in the episode

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