Jordi Visser: I’m Going All In Before This Bitcoin Bull Run

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492 of America’s biggest companies aren’t really growth stocks, Jordi Visser argues: they’re bonds. And that’s why he’s betting on Bitcoin. In this conversation with Anthony Pompliano, recorded in the week of the midterm elections as the AI trade sold off hard, the 22V Research AI macro head and former Weiss Multi-Strategy CIO explains why he thinks AI squeezes growth out of most public companies. He also covers why Bitcoin is quietly being accumulated 40% below its record, why big tech now swings wilder than crypto, the “No Más” moment hitting hedge funds, and Washington’s next move.

✅ “492 bonds and 8 call options”: his framework for the S&P 500
✅ Why AI erases the moats of big public companies
✅ Why Bitcoin has nothing for AI to disrupt: no CEO, no workforce, no margins
✅ Bitcoin 40% below its record while ETF shares hit new highs
✅ The Elliott Wave setup and the $73–74K level on the 200-day average
✅ AI got wilder than Bitcoin: Alphabet, Microsoft, Nvidia and Micron’s huge one-day drops
✅ Why the Nasdaq-100 is trailing the S&P 500 this year
✅ The “No Más” moment: leverage, hedge-fund pain and the LTCM lesson
✅ Multiple compression: why a P/E of 3 is a warning, not a bargain
✅ Quality wins: Apple, Eli Lilly and Berkshire at new highs
✅ The Treasury buyback plan and why Washington wants lower long rates
✅ What would prove him wrong

This video is for educational purposes only and is not financial advice. Always do your own research.