Macro Investor Jordi Visser Claims Bitcoin Is The Purest AI Trade
Macro investor Jordi Visser claims Bitcoin is “the purest AI trade” in his latest Substack essay. He connects the rise of Bitcoin to economic shifts driven by artificial intelligence, emphasizing its role as foundational infrastructure for the digital economy.
Visser identifies four key forces supporting his thesis:
- Unprecedented fiscal and monetary interventions mark the end of the global government debt super-cycle and challenge the dollar's status.
- Exponential technologies create structural deflation, undermining legacy systems reliant on inflation.
- AI causes institutional obsolescence, diminishing bureaucracies too slow to adapt.
- Bitcoin serves as a sovereign digital asset, independent of any nation-state.
His personal awakening regarding Bitcoin began in early 2021, influenced by rising asset prices and insights from figures like Michael Saylor and Paul Tudor Jones. Visser also cites Jeff Booth’s work on deflationary innovation and Marc Andreessen’s perspective of Bitcoin as a monetary protocol akin to the internet's creation.
He warns that AI will disrupt traditional economic structures, leading to a fragile fiat system unable to endure the changes. Visser concludes that Bitcoin adoption is growing among retail investors and smaller firms, setting the stage for broader acceptance as fear of missing out (FOMO) drives capital rotation into Bitcoin.
Current BTC price is $104,816.
