This Is the Year Bitcoin Goes Parabolic

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we talk about bitcoin, a potential bitcoin upside collapse, global liquidity, national debt, bonds, AI, Nvidia, and is the US being quiet about bitcoin a strategic move? TIMESTAMPS: 0:00 - Intro 1:05 - What is driving bitcoin price higher? 8:42 - Bitcoin upside collapose? 14:33 - Bitcoin correlation to global liquidity, debt, & bonds 21:55 - Expectation for AI & Nvidia earnings 24:59 - Impact of AI on national debt 28:20 - What could be some capital controls? 30:39 - What is a bear case for bitcoin? 32:51 - The right way for US to acquire bitcoin 36:37 - Retail vs institutions Figure Markets is where crypto meets real-world finance. Trade 24/7 with speed and transparency, borrow against your crypto with no credit checks, and earn—all on-chain. Stocks and real estate trading are coming soon, giving you 24/7 access and instant settlement. It’s the best of TradFi and DeFi in one platform. Get started today at https://www.Figure.com/pomp! Disclosures: https://www.figuremarkets.com/disclosures/ Maple Finance is where real money meets real yield. With over $1.5B managed, Maple offers secure lending, Bitcoin yield, and premium DeFi assets like syrupUSDC. Get started today at https://www.maple.finance ! Polkadot is a scalable, secure, and decentralized blockchain technology aimed at creating Web3. Created by Gavin Wood, co-founder of Ethereum, Polkadot empowers users to build decentralized applications with ease. Backed by industry leaders, making it a preferred choice for big names, Polkadot stands out as a leading choice for investors seeking a reliable, future-proof solution in the growing world of Web3 technology. Learn more at https://polkadot.com/. NEW Channel: Subscribe for daily 5-minute market breakdowns: http://pompdesk.com/ Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com Pomp writes a daily letter to over 265,000+ 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://pompletter.com/ View 10k+ open startup jobs: https://dreamstartupjob.com/ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/ Follow Pomp on social media: Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.din.com/in/anthonypompliano/ #Bitcoin #AnthonyPompliano #Pomp