#1565 Jordi Visser | Bitcoin Is Front-Running the AI Revolution

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Jun 21, 2025

Jordi Visser, a macro investor with over 30 years on Wall Street, shares insights on the intersection of Bitcoin and the AI revolution. He discusses why the Fed is hesitant to cut interest rates and the implications for inflation. Visser dives into the potential for Bitcoin to grow amidst economic inequalities and the rise of stablecoins. He also examines how geopolitical tensions, particularly between Israel and Iran, impact investment strategies, while exploring how AI is reshaping investment dynamics and personal finance.

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INSIGHT

KOTU Underestimates Bitcoin Growth

KOTU's Bitcoin market cap forecast for 2030 shows a deceleration compared to recent growth rates.
They ignore tokenization and private market expansion, underestimating Bitcoin's disruptive potential.

INSIGHT

Bitcoin Defies Growth Expectations

Bitcoin's CAGR may accelerate, defying typical diminishing returns due to tech innovation and wealth concentration.
Bitcoin acts as the base of a new capital structure, potentially disrupting public markets and elevating private markets.

INSIGHT

AI Boosts Economy Unevenly

AI-driven profit growth and investment fuel overall economy, making recessions unlikely despite soft consumer spending.
The economic experience varies greatly between the wealthy top 50% and the struggling median voter.

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Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss why the Fed did not cut interest rates, how to think about inflation, Israel & Iran, how big bitcoin can get, AI, and market outlook.

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