The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser
15 Nov 2025
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 break down the recent sell-off in asset prices — why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordy believes capital could rotate over the next 12–16 months. We also dig into Bitcoin’s lackluster performance, whether investors should be worried, and how to interpret the current market environment.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana’s growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at SolanaTo10K.com.======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================Timestamps: 0:00 – Intro1:49 – Why assets are selling off with no clear catalyst8:15 – Will markets stabilize into year-end?10:24 – The CoreWeave bottleneck & AI infrastructure limits12:37 – The next big theme: AI + pharmaceuticals18:53 – Innovation waves: humanoids, pharma, bitcoin25:04 – Bitcoin sentiment, distribution & long-term thesis38:32 – Jordi’s winners through 2026
Full Episode
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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.
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