Bitcoin: The Ultimate AI Trade? Wall Street Veteran Explains

Jordi Visser, a Wall Street veteran and head of AI Macro Nexus Research, argues that Bitcoin is the “purest AI trade.” His thesis, detailed in a recent Substack essay, connects the rise of Bitcoin to the disruptive forces of artificial intelligence and the limitations of traditional fiat systems. Visser outlines three key steps in his intellectual journey: a personal awakening spurred by his son's understanding of crypto; a macroeconomic context emphasizing the deflationary pressures of AI and the fragility of debt-laden systems; and the recognition of Bitcoin as foundational infrastructure for a decentralized digital economy. Four accelerating forces underpin his argument: unprecedented fiscal and monetary intervention exposing the limits of fiat currencies; deflationary pressure from exponential technologies like AI; accelerating institutional obsolescence due to AI's rapid advancement; and Bitcoin's emergence as a sovereign digital asset. Visser highlights the work of Michael Saylor, Paul Tudor Jones, Jeff Booth, and Marc Andreessen as influential in shaping his perspective. He sees AI as a systemic disruptor, eroding the scarcity premia supporting traditional assets, while Bitcoin remains algorithmically finite and independent of any issuer. Visser predicts a bottom-up adoption of Bitcoin, initially by retail investors in emerging markets and smaller firms, eventually leading to a top-down capital rotation as larger institutions recognize its value. He concludes that Bitcoin offers an “opt-out” from a system vulnerable to uncontrolled AI-driven change, making it the purest AI trade. The current price of BTC is mentioned as $104,816 at press time. However, this is a speculative argument and doesn't guarantee future Bitcoin performance. Investing in cryptocurrency involves significant risk.

(Source: https://www.newsbtc.com/bitcoin-news/bitcoin-purest-ai-trade-wall-street-veteran/)