Chamath Palihapitiya said Bitcoin is going to zero because of quantum computing. Jordi Visser, a macro investor and author of the VisserLabs Substack, told Anthony Pompliano on The Pomp Podcast that he does not buy it.
Much of the worry treats quantum as a near-term threat to Bitcoin's cryptography. Jordi called it a hardware problem, citing cryptographer Adam Back's estimate of 20 to 40 years before quantum poses a real threat.
"I'm not worried. But I can tell you my subscribers are."
Jordi invests across macro markets, writes about AI, crypto and markets for his Substack's subscribers, and says his own company already runs more AI agents than it employs people.
The full interview is covered here so you can skip it. 51 minutes of audio, 8 minutes of reading.
Here are the 9 calls that matter.
The Pomp Podcast · Oct 24, 2026 · 51m · 43m saved
With Jordi Visser, Macro Investor and Author of the VisserLabs Substack
Key Takeaways
Quantum is a hardware problem, and Adam Back puts a real threat 20 to 40 years away
Banks adopting crypto-style safeguards speeds the industry toward cryptographic fixes
This month's hedge-fund unwind is bigger than July's because of its breadth
Goldman Sachs counted only 3 days since 2020 with every major strategy down more than 80bps, and a fourth came this week
AI is not a bubble, and Jordi expects the selloff's low within two weeks
Passive AI use, not typing into a chatbot, is where Jordi sees most of the value
His company already has more AI agents than people
Healthcare is the AI trade for anyone worried about the chip build-out, led by Eli Lilly, up 10 years in a row
1. Chamath's Call Is for Clicks
Anthony opened by asking Jordi whether he agreed with Chamath Palihapitiya that Bitcoin is going to zero. Jordi said he does not, though his readers took the claim seriously.
Chamath's quantum warning was built to travel, not to hold up as analysis
"Chamath is a podcast person for sure. So viral takes, especially when he's on another show, not his own show, become important to his show and his life." — Jordi Visser
Jordi also tied the call to a Bitcoin allocation Chamath had missed. He conceded that Chamath's lack of formal credentials in cryptography does not on its own make him wrong. The bigger problem with the claim, Jordi said, is the timeline.
