Jordi Visser
Macro investor with three decades on Wall Street, formerly president and chief investment officer of Weiss Multi-Strategy Advisers; now runs Visser Labs, advisi...
“Bitcoin needs to be in people's portfolio because it is a hedge against abundance.”
The Pomp Podcast · August 2026
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.
Transcript
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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.
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…
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…
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…
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