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Скачать или смотреть Jordi Visser: Bitcoin Is About to Have A Historic Rotation

  • Proof of Thought Podcast
  • 2026-03-03
  • 7654
Jordi Visser: Bitcoin Is About to Have A Historic Rotation
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Описание к видео Jordi Visser: Bitcoin Is About to Have A Historic Rotation

#Bitcoin #Crypto #Investing

🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!

⭐️ Follow Jordi
X: https://x.com/jvisserlabs
YouTube:    / @jordivisserlabs  
AI Macro Nexus: https://ai.22vresearch.com/

Today’s conversation is with Jordi Visser, a former Wall Street portfolio manager focused on macro trends, artificial intelligence, and Bitcoin.

Jordi argues Bitcoin’s upside is tied less to inflation or liquidity and more to software disruption. He views it as a code-based growth asset that trades alongside leading technology companies.

In this episode, he explains why AI is accelerating deflation, compressing SaaS margins, and pressuring long-duration fiat assets. He believes this shift could drive capital toward digitally native systems over time.

We discuss the AI arms race among hyperscalers, risks to software business models, and why tokenized real-world assets may struggle in an era of perfect replication.

Jordi also shares views on Bitcoin allocation, generational risk-taking, and why becoming AI native may be essential for career durability.

The conversation closes with reflections on community, identity, and how AI-driven change may reshape markets and daily life in the decade ahead.

Timestamps:
0:00 Bitcoin's Correlation to Software
4:40 When and why would Bitcoin crash to $40k?
8:52 Will Bitcoin Become Institutionalized?
11:36 How deflation will impact bitcoin and jobs
17:05 "The Supersonic Tsunami": Why It's Coming
20:22 Why Companies Built on Code Are Doomed
23:30 The AI Culture Shift
25:46 Will AI Democratize Or Make the 1% Richer?
30:04 How People Can Get Ahead Using AI in 2026
30:54 What Jobs Should Young People Target To Survive AI
34:00 Why Has there Been No Major Deleveraging Event?
40:54 Time and Patience Are Crucial For Bitcoin
45:34 How Financially Secure Should You Be Before Investing Into Bitcoin?
48:11 What Will Our Daily Lives Look Like Decades Ahead With AI?

About Jordi:
Jordi Visser is a U.S.-based macro investor, market strategist, and financial commentator. He is known for analyzing global liquidity, monetary policy, and technological disruption—particularly artificial intelligence and digital assets—and how these forces interact with equity markets and the broader macroeconomic cycle. Visser has appeared on financial media platforms and podcasts where he discusses trends in inflation, Federal Reserve policy, and long-term structural shifts in the global economy.

#Bitcoin #Crypto #Investing

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The MSTR Thesis — Bitcoin, Volatility, and the Great Catch Up Trade | Live with Brian Brookshire

British HODL: Why MSTR Will Win Everything — Wall Street's Ultimate Weapon

The Fed is Hiding Inflation, but Bitcoin Exposes it | Natalie Brunell

Video Editor: Emerson Little (elittle@fullerton.edu)

Intro Song:
Electronic Future Beats_Fadeout by QubeSounds

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⚠️ Disclaimer
This content is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other form of advice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer by Proof of Thought Podcast (“PoT”) or its guests to buy or sell any securities, cryptocurrencies, or other financial instruments.

Investing involves substantial risk, including the possible loss of principal. Do your own research and consult qualified financial professionals before making any investment decisions.

The views expressed by guests are their own and do not necessarily reflect those of PoT, its hosts, sponsors, or affiliates. PoT and its participants may hold positions in or receive compensation from companies, assets, or products mentioned.

PoT, its hosts, and its guests are not financial advisors and are not responsible for any losses, damages, or actions taken based on the information presented. Use of this content is at your own risk.

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