Jordi Visser, a veteran macro investor with over 30 years of experience, predicts that traditional software stocks are vulnerable to the “supersonic tsunami” created by artificial intelligence (AI), and that capital will rapidly shift to “rare” assets like Bitcoin.
Speaking to Anthony Pompliano at Bitcoin Investor Week, VisserLabs founder Jordi Visser announced that a deep rotation has begun in global markets. According to Visser, artificial intelligence is not just a technological innovation, but a deflationary force that is shattering existing economic models.
Unlike figures like Cathie Wood, Visser argues that the recent decline in software companies is not a temporary “pause.” He points out that the speed at which AI agents write code and find vulnerabilities is breaking down the firewalls of giant tech companies, stating, “What’s happening in the market right now is that companies are facing the reality that they no longer have a defensible business model.”
The renowned investor explained the reason behind his interest in Bitcoin with the following words:
“Bitcoin’s only stronghold, as Mike Novogratz has pointed out, is that it’s a community-based asset built on code. There’s a rotation happening in the investment world; people are fleeing from anything code-based and turning to physical assets. But Bitcoin is the only rare growth asset within this ecosystem.”
Visser predicts that Bitcoin charts and software (SAS) stock charts are currently moving in parallel, but that Bitcoin will diverge from this group and show a significant increase after the software sector bottoms out.
Visser also touched upon short-term risks, stating that the next three weeks are critical. He argued that Bitcoin’s price could wick down to the $40,000 level due to fund repositioning, but that this is part of a larger rotation.
*This is not investment advice.
