Bitcoin & AI: The 2026 Bull Run That CHANGES EVERYTHING | Jordi Visser | BFM194

6 snips

Oct 6, 2025

Jordi Visser, a veteran macro investor with over 30 years on Wall Street, shares his insights on the intersection of Bitcoin and AI. He argues Bitcoin will thrive as a foundational asset amid economic shifts caused by AI disruption. Visser explains how the 2020 monetary policies highlighted fiat system flaws, elevating Bitcoin in response to inflation fears. He envisions a future where AI democratizes entrepreneurship, while warning that traditional assets still have a vital role in diversification. Tune in for his predictions on innovation, societal risks, and the potential for Bitcoin to redefine value.

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ANECDOTE

Wall Street Origins Shaped His Thesis

Jordi recounts his macro career from Morgan Stanley to hedge funds to explain his view on disruption.
Visiting Silicon Valley convinced him machine learning was changing growth, debt and labor dynamics.

INSIGHT

AI Cannibalizes Capitalism, Bitcoin As Reboot

Jordi Visser links AI-driven labor disruption to concentration of winners and broader societal anger.
He argues Bitcoin emerges as a new system to protect value amid weakening fiat trust.

INSIGHT

Fiat Experiment Reached A Mathematical Limit

Visser frames the post-1971 fiat experiment as inherently temporary and prone to failure.
He says the math of growing debt and promises no longer works, forcing distributional consequences.

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Jordi Visser is a veteran macro investor with over 30 years of Wall Street experience who's become one of the most compelling voices arguing that Bitcoin is "the purest AI trade" and the foundational asset for the post-industrial digital economy.

› https://x.com/jvisserlabs

› https://www.youtube.com/@JordiVisserLabs

› https://substack.com/@visserlabs

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🕑 TIMESTAMPS

00:00 - Introduction to Bitcoin and AI Convergence00:46 - Jordi's Background and Macro Insights03:54 - The Role of Bitcoin in Economic Disruption06:40 - The End of the Debt Supercycle10:25 - AI's Impact on Traditional Business Models11:08 - The Future of Work and Bitcoin's Role14:47 - Belief Systems and the Value of Bitcoin17:16 - AI's Perspective on Financial Assets18:58 - Structural Deflation and Bitcoin's Value Proposition24:56 - Government Policies and the Fiat System28:36 - The Political Landscape and Economic Realities31:09 - The Future of Fortune 500 Companies34:25 - AI's Impact on Business and Entrepreneurship38:48 - The Evolution of Investment and Trading45:46 - Preparing Future Generations for a Rapidly Changing World49:46 - Core Beliefs and Pursuit of Happiness

ℹ️ EPISODE SUMMARY

Bram Kanstein and Jordi Visser—a veteran Wall Street investor turned macro visionary—explore how AI and Bitcoin are converging to reshape the global economy, financial markets, and human productivity. Drawing from decades in high finance, Visser explains why the debt-fueled monetary system is reaching its breaking point and how AI-driven deflationary innovation is transforming capitalism itself. They discuss why Bitcoin is the purest AI trade, how it has no competition as a digital store of value, and why it will serve as the foundation for a post-work, tokenized economy. This wide-ranging conversation unpacks the future of entrepreneurship, wealth preservation, and the mindset shifts needed to thrive in the coming AI–Bitcoin revolution. If you’re exploring Bitcoin, AI, macroeconomics, innovation, or the future of money, this episode is a must-watch roadmap for the decade ahead.