Utility Metals, Memory Chips and Capital Rotation

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. This was recorded live at the Real Vision 2026 Crypto Gathering. In this conversation, we discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead.

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• 0:00 – Intro

• 1:21 – Bitcoin, silver & the coming scarcity trade

• 6:36 – Politics, Davos & why it doesn’t matter for markets

• 9:52 – Inflation vs deflation

• 13:10 – Why is bitcoin’s price not higher right now?

• 18:18 – Quantum risk & bitcoin security

• 19:55 – OpenAI, AI competition & monetization

• 25:28 – Elon Musk, Tesla & humanoid robots

• 31:59 – Robotaxis, dark factories & the future of labor

• 38:43 – How small businesses should use AI

• 42:34 – Strategy & bitcoin as collateral

• 45:08 – Robotics, vision models & what’s next