Ideas
Bitcoin is the only 30-year certainty.
Visser says Bitcoin is the only asset he can say with certainty will grow in value over the next 30 years. He argues Bitcoin is no longer only a liquidity trade: true innovation and true users, especially AI agents, will drive it, and if it clears the high-volume $82,000 area it should not look back; he also frames a drop below $80,000 by end-October as a warning sign.
Eli Lilly can finish dormant drug IP.
Visser highlights Eli Lilly as a company that understands AI agents can scan dormant biotech IP and finish work that humans left near the goal line, potentially producing cancer and cholesterol breakthroughs. That makes Eli Lilly a specific beneficiary of agentic drug discovery.
AI agents unlock dormant biotech IP.
Visser argues many biotech companies hold dormant IP and unfinished research. AI agents can mine that public information and complete the science, making the biotech/dormant-IP complex a beneficiary of agentic AI.
Pay attention to Druckenmiller-backed Hyperliquid.
Visser tells listeners to pay attention to why Stanley Druckenmiller bought into Hyperliquid and to understand its purpose, especially because crypto markets trade 24/7. It is a named smart-money signal rather than a fully developed fundamental thesis.
Public equities face AI-driven disruption by 2030.
Visser says he is not bullish on growth in public equities as an investment through 2030. AI disruption, hacking risk, polarization, and pressure on data centers mean many public companies will be disrupted, even though select AI winners can still work.
AI agents will light up crypto rails.
Visser argues the broad crypto ecosystem is like China's ghost cities/rails: already built but waiting for users. AI agents will be those users, transacting and using programmable, tokenized rails, which should drive his 46-name crypto ecosystem basket and the whole agentic crypto complex higher.
Privacy tokens benefit from AI agents.
Visser is watching Zcash and NEAR because they are leading the agentic/privacy theme. He argues AI agents need anonymous business-to-business transactions and privacy, so these assets represent the rise of agents and privacy, not merely DeFi or old crypto narratives.
Ethereum is a core institutional blockchain rail.
Visser sees Ethereum as one of the core legacy blockchain rails that institutions will trust for collateral, large transactions, tokenization, and the coming agent-to-agent economy. He notes Ethereum's strength and the ecosystem of layer-2 applications built on top of it as the rails get used.
Non-Bitcoin crypto mostly ends up worthless.
Pompliano says he is less bullish on non-Bitcoin crypto than Visser. He has seen many promises and few results, thinks most of it ends up like Pets.com, and is not convinced the broad long-tail crypto theme deserves the same conviction as Bitcoin, even though he acknowledges AI agents could expand usage.
Inference and agents drive Micron earnings.
Visser says his Micron gains came from correctly betting on the inference explosion and AI agents. Micron's earnings are not affected by oil/rates the way the old economy is, and he uses it as the template for getting into a new AI/agent theme very early before institutions recognize the fundamentals.
Meta's Muse benefits from agentic assistants.
Visser sees Meta as a personal-assistant and agentic beneficiary. He points to the Muse personal assistant launch, agentic momentum, and Meta shares recovering above the 200-day moving average after being near 52-week lows as evidence the agentic side is kicking in.
MAG 7 benefit from AI agents.
Visser says the Magnificent 7 benefit from AI agents in a much bigger way than most agentic trades, so they remain a core way to express the agentic theme.
Agents make Salesforce useful for Fortune 500.
Visser argues Salesforce becomes more useful as agents arrive because enterprises have not moved off it and Fortune 500 companies are unlikely to abandon it. He expects that stickiness to translate into an inflection in revenues from agentic use.
AI agents increase cybersecurity demand.
Visser says if AI agents are real and can disrupt anything, cybersecurity becomes more valuable. He is building a new index around this agentic cyber theme.
AI infrastructure is the better agent trade.
Visser argues the AI infrastructure trade is better than the agentic side. Compute is central to the market, inference and agent demand are exploding, and infrastructure names like Micron are the cleaner way to play agents.
Bonds and private credit offer no return.
Visser warns that bonds have produced nothing over the past seven to eight years and that private-credit investors may face pain getting money back. He frames this as part of an aging fiat system that is being replaced by tokenized/on-chain collateral and agent-driven finance.
This Anthony Pompliano video, published September 19, 2026,
features Jordi Visser, Anthony Pompliano
discussing BTC, LLY, XBI, HYPE, Public equities, Crypto ecosystem basket (46 names), ZEC, NEAR, ETH, Non-Bitcoin crypto, MU, META, MAGS, CRM, CIBR, AIQ, BIZD.
16 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jordi Visser,
Anthony Pompliano
· Tickers:
BTC,
LLY,
XBI,
HYPE,
Public equities,
Crypto ecosystem basket (46 names),
ZEC,
NEAR,
ETH,
Non-Bitcoin crypto,
MU,
META,
MAGS,
CRM,
CIBR,
AIQ,
BIZD
