Jordi Visser: Bitcoin Is About to Have A Historic Rotation

#Bitcoin #Crypto #Investing

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Today’s conversation is with Jordi Visser, a former Wall Street portfolio manager focused on macro trends, artificial intelligence, and Bitcoin.

Jordi argues Bitcoin’s upside is tied less to inflation or liquidity and more to software disruption. He views it as a code-based growth asset that trades alongside leading technology companies.

In this episode, he explains why AI is accelerating deflation, compressing SaaS margins, and pressuring long-duration fiat assets. He believes this shift could drive capital toward digitally native systems over time.

We discuss the AI arms race among hyperscalers, risks to software business models, and why tokenized real-world assets may struggle in an era of perfect replication.

Jordi also shares views on Bitcoin allocation, generational risk-taking, and why becoming AI native may be essential for career durability.

The conversation closes with reflections on community, identity, and how AI-driven change may reshape markets and daily life in the decade ahead.

Timestamps:

0:00 Bitcoin's Correlation to Software

4:40 When and why would Bitcoin crash to $40k?

8:52 Will Bitcoin Become Institutionalized?

11:36 How deflation will impact bitcoin and jobs

17:05 "The Supersonic Tsunami": Why It's Coming

20:22 Why Companies Built on Code Are Doomed

23:30 The AI Culture Shift

25:46 Will AI Democratize Or Make the 1% Richer?

30:04 How People Can Get Ahead Using AI in 2026

30:54 What Jobs Should Young People Target To Survive AI

34:00 Why Has there Been No Major Deleveraging Event?

40:54 Time and Patience Are Crucial For Bitcoin

45:34 How Financially Secure Should You Be Before Investing Into Bitcoin?

48:11 What Will Our Daily Lives Look Like Decades Ahead With AI?

About Jordi:

Jordi Visser is a U.S.-based macro investor, market strategist, and financial commentator. He is known for analyzing global liquidity, monetary policy, and technological disruption—particularly artificial intelligence and digital assets—and how these forces interact with equity markets and the broader macroeconomic cycle. Visser has appeared on financial media platforms and podcasts where he discusses trends in inflation, Federal Reserve policy, and long-term structural shifts in the global economy.

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