The Pomp Podcast: Bitcoin’s Biggest Week and the Scarcity Trade Explained

Bitcoin’s explosive rally isn’t just about price — it may be signaling a bigger macro shift in markets. In this condensed recap of The Pomp Podcast, Anthony Pompliano and guest Jordi Visser break down why Bitcoin surged 22% in a week, what Treasury and yield dynamics may be signaling, and why Visser sees this as a rare seven-sigma move. You’ll hear how the conversation connects Bitcoin, gold, and silver to a broader scarcity trade, plus why AI, open-source competition, and changing public-market valuations are reshaping business and economics. The episode also covers hedge funds, institutional adoption, biotech, and Visser’s framework for deciding whether Bitcoin belongs in a portfolio. This is a full-length conversation turned into a minutes-long recap, packed with key insights on cryptocurrency, macro trends, and investment strategy. Listen now to get the key ideas in minutes.