The 2026 Playbook: Bitcoin & A.I.

Watch on YouTube ↗  |  January 03, 2026 at 14:01  |  1:07:34  |  Anthony Pompliano
Speakers
Jordi Visser — Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers
Anthony Pompliano — Chairman & CEO, Pro Cap Financial

Summary

Jordi Visser joins Anthony Pompliano to review 2025 and lay out a 2026 playbook centered on AI, Bitcoin/crypto, commodities, and the physical buildout of AI infrastructure. Visser argues AI is not a bubble, expects stocks to broaden globally, avoids bonds for inflation-beating returns, and favors commodities with supply constraints. He is constructive on Bitcoin and crypto beta names, sees edge computing and on-device AI as key themes, and discusses practical AI tools for investing and productivity.

  • 2025 was marked by underestimated AI, tariff and DeepSeek fears, and strong gains in AI-related assets, gold, and silver.
  • Visser expects AI to remain a multi-year driver and does not view the current cycle as a classic bubble.
  • He sees global equities broadening out, with value and labor-heavy AI adopters potentially benefiting.
  • He calls bonds unattractive for inflation-beating returns but remains constructive on commodities, especially gold and silver, plus copper and natural gas supply risks.
  • Bitcoin is viewed as a long-term hold with demographic and AI-trade support, while crypto beta names could outperform if PMIs rise.
  • AI agents are framed as requiring physical edge/on-premise infrastructure and on-device chips/memory, benefiting edge computing and semiconductor suppliers.
  • The conversation also highlights practical AI uses for investing, portfolio construction, and health tracking.
Ideas
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 1:20
AI is not a bubble.
AI is not a bubble: the market repeatedly underestimated it in 2025, most outperformance came from AI-related names, and the inevitable AI fear episodes two or three times a year should be treated as opportunities because AI remains a multi-year market driver.
AIQ HIGH
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 6:29
Bitcoin remains a long-term buy.
Bitcoin is not a broken bubble after a down year following back-to-back 100% years; he is not worried, sees it tied to a demographic shift toward a fairer system, calls it the purest AI trade, and expects liquidity/PMI improvement to support it.
BTC HIGH
Anthony Pompliano Chairman & CEO, Pro Cap Financial 8:21
Long-run stock market goes up.
The stock market may be more volatile with periodic 20% drawdowns, but it remains likely to go up and to the right over the long run because of monetary policy and structural tailwinds, so participating is preferable to sitting out.
Stock Market MED
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 21:52
Buy labor-heavy AI adoption beneficiaries.
Companies with painful customer-service and high labor costs are attractive because they can deploy AI agents to avoid future hiring, lift margins, and generate large productivity savings.
AI-SECTOR MED
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 22:36
Global stocks have another good year.
Stocks should have another good year and the move should broaden globally, not just in the US, as AI adoption spreads and companies use agents to avoid hiring, expand margins, and drive productivity gains.
VT HIGH
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 22:45
Commodities remain durable on supply risks.
Commodities should remain durable, with gold and silver already rising and supply-shortage risks in natural gas, copper, and silver keeping the complex supported.
DBC MED
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 22:52
Gold rises on central banks and distrust.
Gold has a head start from central-bank purchases and from investors doubting the system, and those forces should keep it moving higher.
GLD HIGH
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 23:11
Copper and gas face supply deficits.
Copper and natural gas face potential supply shortages, which should keep those commodities supported within a durable commodity complex.
COPPER UNG LOW
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 23:12
Silver benefits from supply scarcity.
Silver is going higher and remains a supply-scarcity concern, with Elon Musk warning about the risk of running out.
SILVER MED
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 25:11
Edge computing is physical AI buildout.
AI agents cannot live only in the cloud; companies want on-premise security, servers, and routers for agents working 24/7, creating a physical edge buildout and making edge computing a key theme.
EDGEX HIGH
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 26:53
Crypto beta names outperform Bitcoin.
With PMIs rising and money supply/liquidity improving, crypto beta names should outperform Bitcoin this year, as they historically do when PMIs rise.
ALTCOINS MED
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 58:38
AI drives Apple upgrade cycle.
AI on phones is already here; heavy LLM use makes older phones feel slow, and faster on-device chips and memory should drive an iPhone upgrade cycle.
AAPL MED
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 59:02
Edge inference expands AI chip demand.
The Nvidia-Grok inference edge-device deal highlights that phones and cars need more memory and faster chips, benefiting Nvidia and the broader AI semiconductor supply chain as inference moves to edge devices.
NVDA SMH MED
Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 63:44
Value matters in broadening AI market.
As AI beneficiaries broaden out, value should matter more this year than in the narrow AI leadership of last year.
Value stocks MED
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This Anthony Pompliano video, published January 03, 2026, features Jordi Visser, Anthony Pompliano discussing AIQ, BTC, Stock Market, AI-SECTOR, VT, DBC, GLD, COPPER, UNG, SILVER, EDGEX, ALTCOINS, AAPL, NVDA, SMH, Value stocks. 14 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jordi Visser, Anthony Pompliano  · Tickers: AIQ, BTC, Stock Market, AI-SECTOR, VT, DBC, GLD, COPPER, UNG, SILVER, EDGEX, ALTCOINS, AAPL, NVDA, SMH, Value stocks