Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of shortages.

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• 0:00 - Intro
• 0:54 - Bitcoin vs. software stocks decoupling?
• 5:43 - Inflation vs. deflation & what it means for bitcoin
• 12:35 - The 5 thematic investment baskets
• 23:27 - Real-time information & podcasts vs reading
• 33:27 - AI security, hacking & what it means for bitcoin
• 36:15 - Anthropic vs. OpenAI vs. Meta — the model race
• 42:15 - Contracted annual run rate & the revenue illusion
• 45:35 - Jordi's scarcity trader worldview
• 49:03 - The fourth turning, politics & generational change

Michael Saylor is the CEO of Strategy (formerly MicroStrategy), the first publicly traded company to convert a material portion of its balance sheet into bitcoin. In this conversation, we revisit the very first time Michael Saylor ever publicly talked about bitcoin — recorded in late 2020 when bitcoin was trading around $10,000. We discuss his background founding MicroStrategy at age 24, the macro conditions that led him to reject cash as a store of value, why he chose bitcoin over gold and real estate, how he acquired $425 million in bitcoin without moving the market, and why he believes bitcoin is on a path to rival or surpass gold's market cap.

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Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp

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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

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• 0:00 - Intro
• 1:25 - Michael Saylor's background & founding MicroStrategy
• 29:40 - The 99% stock crash & lessons learned
• 31:07 - How COVID changed MicroStrategy's business
• 33:37 - The macro problem: cash melting & asset inflation
• 40:45 - How Saylor discovered bitcoin
• 45:23 - Why not real estate, equities, or gold?
• 49:10 - Bitcoin's network dominance & why it already won
• 53:30 - Addressing the "someone can copy it" critique
• 59:28 - Convincing the board: homework assignments & deliberations
• 1:04:30 - How they acquired $425M in bitcoin without moving price
• 1:09:45 - Reaction from other CEOs & breaking the mental block
• 1:12:00 - The four-minute mile moment for corporate bitcoin
• 1:17:00 - Addressing bitcoin's volatility
• 1:21:39 - Bitcoin vs. gold market cap
• 1:23:10 - Rapid fire questions & closing

Bitcoin is in a bull market right now. Anthony Pompliano breaks down the data — from institutional moves like Morgan Stanley's record ETF launch to Bitcoin's track record across 7 financial crises — and makes the case for why the next all-time high is closer than most people think.

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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

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• 0:00 - Intro
• 0:41 - Bitcoin's performance during 7 consecutive financial crises since 2020
• 2:13 - Morgan Stanley's record-breaking bitcoin ETF launch
• 3:05 - Charles Schwab turns on direct bitcoin trading
• 3:41 - Strategy's $2B Bitcoin purchase & institutional demand signals
• 4:45 - Bitwise report: under 1% chance of loss holding Bitcoin 3+ years
• 6:11 - The "333" stock market signal & what it predicts for the next 12 months
• 8:05 - Tom Lee: why the next 18–24 months could be the best of our lifetime
• 10:21 - Buying at all-time highs & consumer sentiment vs. asset prices
• 12:45 - The White House, midterm elections & impact on bitcoin
• 14:19 - Final outlook & who will win