Bitcoin Crashed: Why I’m Still Buying

Podcast: The Pomp Podcast w/ Anthony Pompliano Guest: Jordi Visser (President & CIO, Weiss Multi-Strategy Advisers)

Date: October 17, 2025

In this fast-moving conversation, veteran macro investor Jordi Visser explains why he’s buying Bitcoin daily even as markets wobble and fear returns.

Visser believes we’re nearing the end of Bitcoin’s “four-year cycle myth.” Once BTC clears its all-time highs, he says, it will break free from the halving-driven psychology that’s dominated since 2013. The next leg up, in his view, aligns more with equity-market liquidity and AI-led productivity booms than with crypto’s old narratives.

He argues that the Fed’s eventual rate cuts, paired with a global China-U.S. trade deal, will re-ignite risk appetite. Gold’s surge has been a “fear trade,” but he expects Bitcoin to outperform once panic subsides and capital rotates back into growth assets. Visser also stresses that today’s macro system is fiscally trapped: “The fiat system is a Ponzi, its endgame isn’t collapse but replacement.” He sees stablecoins, Bitcoin, and tokenized assets forming the new monetary layer.

On geopolitics, Visser calls rare-earth tensions the critical bargaining chip in U.S.–China negotiations. And on technology, he expects OpenAI’s coming breakthroughs and recursive-learning advances to push markets into a new “Stage 2 of AI,” accelerating both profits and disruption. Bottom line: Visser stays long innovation and long Bitcoin believing the coming policy shift will favor assets outside the fiat system.