The Next Bitcoin Bull Run Could Start In A Crisis | Jordi Visser - The Pomp Podcast Recap

Podcast: The Pomp Podcast

Published: 2026-03-14

Duration: 47 min

Guests: Jordi Visser

Summary

Jordi Visser outlines how financial instability could trigger a new Bitcoin bull run, drawing parallels to past financial crises where Bitcoin surged.

What Happened

Jordi Visser begins by discussing the current state of private credit, highlighting that although it appears small, the cracks in private credit could have significant repercussions on the economy due to the interconnected nature of financial markets. He explains that the debt to GDP ratio has escalated, raising concerns about the sustainability of economic growth without intervention from central banks.

Visser draws comparisons to the 1998 and 2008 financial crises, noting that Bitcoin tends to perform well following financial shocks. He suggests that the current financial shock might present a similar opportunity, predicting that Bitcoin could benefit as financial instability grows, prompting central banks to step in.

He elaborates on the role of artificial intelligence in today's economy, pointing out its disruptive impact on the job market and software stocks. The rapid advancements in AI have led to significant deflationary pressures on certain sectors, contrasting with inflationary pressures seen in others, like the oil market.

Visser emphasizes the need for liquidity and transparency in financial markets, which Bitcoin inherently provides. He argues that as traditional assets face increasing scrutiny and potential devaluation, Bitcoin's transparent and liquid nature will make it an attractive alternative for investors seeking stability.

The conversation touches on the current geopolitical tensions and their economic implications, particularly the impact of rising oil prices on global markets. Visser warns that these factors could exacerbate the existing financial instability, creating a challenging environment for central banks.

Visser also addresses the rapid pace of innovation in AI and its implications for business models, suggesting that companies need to adapt quickly to stay competitive. He highlights the importance of embracing AI-driven solutions to maintain a competitive edge in the market.

The episode concludes with a discussion on the potential for Bitcoin to emerge as a leading growth asset, surpassing traditional assets like software and equities. Visser believes that the increasing demand for transparency and liquidity in the financial sector could drive more investors towards Bitcoin and other cryptocurrencies.

Key Insights

• The debt to GDP ratio has increased significantly, raising concerns about the sustainability of economic growth without central bank intervention. This interconnectedness of financial markets means that even small cracks in private credit can have widespread economic repercussions.
• Bitcoin has historically performed well following financial shocks, similar to the 1998 and 2008 crises. As financial instability grows, Bitcoin could benefit from central bank interventions aimed at stabilizing the economy.
• Artificial intelligence is creating deflationary pressures in certain sectors by disrupting job markets and affecting software stocks. This contrasts with inflationary pressures in sectors like the oil market, highlighting the complex economic impact of AI advancements.
• Bitcoin's inherent liquidity and transparency make it an attractive alternative for investors as traditional assets face scrutiny and potential devaluation. The increasing demand for these qualities in financial markets could drive more investors toward cryptocurrencies.