Coin Stories

Jordi Visser: Bitcoin Selloff a "Silent IPO" Moment? Capitalism's Breaking Point and AI Money Revolution

39 snips
Dec 2, 2025
Jordi Visser, a macro investor and author of the 'Bitcoin IPO Moment' newsletter, explores pivotal financial dynamics. He compares Bitcoin's current selloff to an IPO unlock, discusses capitalism's potential failures, and examines AI's transformative impact on money velocity and jobs. Jordi debates the K-shaped recovery and the future of wealth distribution towards Bitcoin. He emphasizes Bitcoin’s long-term value over gold and addresses technological shifts in privacy and cultural adaptation. Ultimately, he advocates for Bitcoin as a vital investment.
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INSIGHT

The 'Silent IPO' Selloff Framing

  • Jordi Visser frames the recent Bitcoin selloff as a
INSIGHT

Tokenization And Velocity Trump Pure Liquidity

  • Visser contrasts liquidity-driven price moves with rising transaction velocity and tokenization as Bitcoin's enduring drivers.
  • He predicts tokenization will shift dormant fiat assets into tradable digital form and strengthen crypto's role in finance.
ADVICE

Position For AI And Entrepreneurial Shift

  • Prepare for AI-driven reallocation by learning entrepreneurial and tech-adjacent skills.
  • Shift portions of portfolios toward innovation exposures while keeping a long-term view on Bitcoin adoption.
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