TFTC: A Bitcoin Podcast #683: Bitcoin in the Age of AI and Abundance with Jordi Visser
48 snips
Nov 15, 2025 
Jordi Visser, an investor and commentator on macro trends, technology, and crypto, joins the discussion to illustrate how Bitcoin’s price action mirrors the post-dot-com IPO era. He delves into the democratization of crypto and emphasizes the potential of AI-driven productivity as a new economic force. Jordi also highlights concerns like inequality exacerbated by AI, the transformative impacts of Bitcoin and Tesla, and the future of work in an AI-driven landscape. His insights reveal the intricate links between technology and the future of finance.
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Bitcoin's Silent IPO Phase
- Bitcoin's current consolidation resembles a post-dot-com IPO phase with distribution from early holders to many new buyers.
- Jordi argues this redistribution and democratization set the stage for long-term adoption and higher market penetration.
Dot‑Com Bubble Experience Shapes View
- Jordi recounts his dot-com bubble experience running ETFs at Morgan Stanley and watching long recoveries.
- He uses that history to analogize Bitcoin's multi-year consolidation and slow recoveries.
Three Engines Of Bitcoin Distribution
- Jordi breaks future Bitcoin distribution into institutional, developed-market retail, and developing-world ownership drivers.
- He highlights the developing world and remittances as a steady bid that offsets OG selling.
