Jordi Visser, a veteran macro investor with over 30 years of experience, states that the markets are entering a period of significant “rotation” (capital shift), predicting that Bitcoin and Artificial Intelligence (AI) hardware will be the biggest winners of this period.
Jordi Visser, a macro investor closely followed by the financial world, made striking statements about the future of markets on Anthony Pompliano’s program. According to Visser, while the software sector is losing value due to the disruptive impact of artificial intelligence, Bitcoin, semiconductors, and commodities are becoming central to the new investment cycle.
Visser stated that investors’ biggest mistake is equating artificial intelligence with traditional software companies (SaaS). Arguing that AI has made coding “almost free and readily available,” Visser said, “All business models built on code are under serious margin reduction and competitive pressure. Therefore, while giants like Salesforce and Adobe will suffer, hardware and infrastructure providers like Nvidia, Dell, and Corning will continue their parabolic rise.”
Noting that Bitcoin has recently broken its correlation with software stocks, Visser argued that cryptocurrency is “the only code that cannot be destroyed by artificial intelligence”:
“Bitcoin is not a business, not a company with fundamentals; therefore, it cannot be destroyed by artificial intelligence. It is a pure rarity asset.”
Visser also shared critical levels for Bitcoin: He believes that if Bitcoin surpasses $76,000 and Ethereum simultaneously exceeds $2,400, a sustainable and major bull rally will begin this year.
On the macroeconomic front, Visser predicts that, contrary to market expectations, inflation will not fall; instead, headline inflation (CPI) could rise above 5% due to increases in food and energy prices. He stated that in this environment, where the Fed has suspended interest rate cuts and inflation is eroding real returns, demand for rare assets like Bitcoin will increase.
*This is not investment advice.