The Pomp Podcast
Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser
15 Nov 2025
Full Episode
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.
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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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