Coin Stories with Natalie Brunell

Jordi Visser: The Macro Case for Bitcoin Has Never Been Stronger

62 snips
Mar 31, 2026
Jordi Visser, macro investor and former hedge fund CIO known for sharp market and energy analysis. He breaks down energy and rare earths as hidden geopolitical levers. He explores Strait of Hormuz risks, semiconductor and helium supply threats, AI’s disruption to software and jobs, and why institutional flows could push more money into Bitcoin.
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INSIGHT

Energy Control Is A Strategic Geopolitical Lever

  • Geopolitical moves around energy and rare earths look strategic rather than random, revealing deeper leverage plays.
  • Jordi Visser links Panama, Venezuela, Greenland, and rare earths to a coordinated push to control energy and negotiation leverage.
INSIGHT

Short Term Energy Shocks Will Keep Inflation Elevated

  • Disruptions to energy routes and production will keep US inflation higher for months, not days.
  • Visser expects inflation above 4% year-over-year and lingering effects for three to six months before easing in H2.
ANECDOTE

Helium Plant Attack Reduced Global Supply And Helped US Exports

  • Iran's attack on Qatar's Ras Lafon helium plant removed a major supplier and benefits US and Qatar market share.
  • Visser notes the plant will be offline and US/Qatar together control ~70% of global helium exports.
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