Bitcoin vs Silver: The Ultimate Rotation Is Happening Right Now | Jordi Visser

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Jan 24, 2026

Jordi Visser, veteran macro investor and author of VisserLabs with 30+ years of market experience. He explores a scarcity-driven rotation into bitcoin and metals. He discusses silver as a critical industrial metal and bitcoin’s potential short squeeze. He links memory-chip shortages, AI and robotics to capital rotation and the deflationary pressures of automation.

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INSIGHT

Deflation Could Boost Bitcoin

Visser expects mild inflation now but predicts deflation will become the next major fear driven by productivity gains.
He argues Bitcoin benefits from deflationary societal disruption and AI-driven labor changes.

ANECDOTE

Brazil Experience Shaped Bitcoin View

Jordi recounts Brazil experiences where bank confiscations shaped his view that Bitcoin protects against political theft.
Those memories drive his belief Bitcoin matters beyond inflation hedging, tied to societal breakdowns and job insecurity.

INSIGHT

ETF Flows Keep Bitcoin Range-Bound

ETF flows and redistribution from large Bitcoin holders have kept price range-bound despite growing institutional demand.
Jordi sees a potential short squeeze that could push Bitcoin much higher once utility-led rotation resumes.

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Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. This was recorded live at the Real Vision 2026 Crypto Gathering. In this conversation, we discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead.

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0:00 – Intro
1:21 – Bitcoin, silver & the coming scarcity trade
6:36 – Politics, Davos & why it doesn’t matter for markets
9:52 – Inflation vs deflation
13:10 – Why is bitcoin’s price not higher right now?
18:18 – Quantum risk & bitcoin security
19:55 – OpenAI, AI competition & monetization
25:28 – Elon Musk, Tesla & humanoid robots
31:59 – Robotaxis, dark factories & the future of labor
38:43 – How small businesses should use AI
42:34 – Strategy & bitcoin as collateral
45:08 – Robotics, vision models & what’s next