Jordi Visser, a veteran macro investor with over 30 years of experience, assessed the structural changes in the US economy, the disruptive impact of the AI revolution on markets, and why Bitcoin is the “most realistic trade” in this new world.
VisserLabs writer Visser, a guest on renowned investor Anthony Pompliano’s program, stated that the global economy and financial systems are on the verge of an unprecedented period of volatility. According to Visser, the current capital structure was designed for a “slow-moving” world; however, artificial intelligence and technological speed are fundamentally disrupting this structure.
Visser stated that almost 100% of the gains and stock levels seen in the markets today are dominated by artificial intelligence. “Without artificial intelligence, the stock market wouldn’t be at the levels it is today,” said Visser, adding that this technology is not only a productivity tool but also a force transforming existing business models and the job market.
Analyzing the latest employment data, Visser noted that, excluding the healthcare sector, the US economy has not created net jobs for about a year. He argued that AI is beginning to replace labor, particularly in fields such as accounting, law, and software, and that this is disrupting traditional economic relationships.
One of Visser’s most striking claims was that Bitcoin is actually the most suitable asset for the economic order that artificial intelligence will create. Visser predicts that the US stock market (S&P 500) may stagnate in real terms in the next decade, and that wealth will shift from traditional financial channels to private entrepreneurs and digital assets. AI is accelerating innovation so much that companies’ competitive advantages are rapidly disappearing. In this uncertain environment, Bitcoin, a purely mathematical asset without a specific company or story behind it, stands out. He also stated that in a world where AI-powered cyberattacks will increase, the immutability and transparency offered by blockchain technology will make Bitcoin the only reliable alternative.
*This is not investment advice.
