22V Research Strategist Jordi Visser, a guest on Anthony Pompliano’s show, unveiled the behind-the-scenes story of the technological revolution and stock market records in global markets. According to Visser, the “historic highs” in the S&P 500 and Nasdaq point to a much deeper structural shift than previously thought.
Visser, also speaking about Bitcoin’s recent sideways movement, describes the current situation as a “capital rotation.” Using the example of Korean investors, Visser states that retail flows are currently shifting towards AI stocks, which offer higher volatility and returns, but that this trend is unlikely to be permanent.
Visser predicts that these massive profits on the exchanges will eventually be realized, and investors will channel this capital into growth assets like Bitcoin. The strategist, who expects a significant influx of money into cryptocurrencies, especially in the second half of the year, adds that he has already positioned himself for this rise through stocks like MicroStrategy.
Visser says that the high PE (Price/Earnings) ratios of Nvidia and other semiconductor companies are not a risk, but rather an “expectation of future bottlenecks.” The strategist notes that investment is now shifting from software to energy, computing power, and infrastructure layers.
*This is not investment advice.
