Jordi Visser: Bitcoin Is About to Have A Historic Rotation
About this episode
Jordi Visser discusses the implications of AI and software disruption on Bitcoin and investing.
#Bitcoin #Crypto #Investing 🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations! ⭐️ Follow Jordi X: https://x.com/jvisserlabs YouTube: https://www.youtube.com/@UCSLOw8JrFTBb3qF-p4v0v_w AI Macro Nexus: https://ai.22vresearch.com/ 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…
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