Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser
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What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp Podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about the podcast. My goal is to help millions learn from the world's most interesting people. So let's get into today's episode.
Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are solely their opinions and do not reflect the opinions of Pomp Investments. You should not treat any opinion expressed by Pomp or his guests as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his personal opinion. This podcast is for informational purposes only.
Bitcoin has a market cap where history will tell you when you get to this level, you're real. Like you don't have to doubt it anymore. Could we go to 80,000? I guess we could if the stock market falls off. But I don't think the S&P is going to fall off. I think we're at the end of a liquidation of growth stocks and that next year growth will not be a good factor. The narrative is bad right now because the price is bad. If the price is back up, the narrative will be very good.
What's going on, guys? Today, we got a great conversation with Jordy Visser. In this conversation, we're going to talk about the recent sell-off in asset prices, why no catalyst may actually have you thinking differently about your portfolio, how you can also see maybe where capital is going to rotate next. Jordy shares a bunch of really unique ideas of where he thinks returns are going to come from over the next 12, 14, 16 months. And then lastly, of course, we've got to talk about Bitcoin. What's going on with the price? Why is it not performing? Should you be worried? And whether we are actually entering it to a bear market or not. All that and much more this week with Jordy Visser. All right, Jordy, I thought this week we could start off.
People are very worried about asset prices selling off. We've seen tech stocks sell off. We've seen Bitcoin sell off. And maybe a big difference between April and today. In April, everyone knew what the catalyst was. President of the United States comes out with a science fair poster and he says, hey, here's all the tariffs we're going to do. People freak out. Empty shelves. Great Depression is coming. World's ending. You know, sell everything. Got it. I don't know if there's really a catalyst that you can point to as to what's driving the sell off in the same way.
All right, so this will be my chance to kind of spend at least the beginning part of this talking about things that I've known and learned over the years about trading and about markets. And I think for people, I know there's a lot of people who, who trade and they don't think about the macro environment. So normally, like you said, when Liberation Day is happening, it's easy for people to kind of think about, well, this is happening because of this. I don't believe this is rational. Let me go. That's not what's happening right now. So you mentioned a lot of things that are falling. Here's what's not falling. The S&P 500 as of yesterday's close was down 1.5% for the month and it was still up 14% for the year.
Goldman Sachs and JP Morgan made new all-time highs in the last six days. That's not a bear market. So I think I'm gonna bring a little bit of insight to people on what happens this time of year. Because a lot goes on in October, November, December that I think people that are trading should kind of keep in the back of their mind take it out every year when they get into it. And this leads to a personal recommendation for everyone, especially in Bitcoin, since a lot of the audience is there. We get caught in these emotional moments. And then six months later,
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