#1565 Jordi Visser | Bitcoin Is Front-Running the AI Revolution

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Jun 21, 2025

Jordi Visser, a macro investor with over 30 years on Wall Street, shares insights on the intersection of Bitcoin and the AI revolution. He discusses why the Fed is hesitant to cut interest rates and the implications for inflation. Visser dives into the potential for Bitcoin to grow amidst economic inequalities and the rise of stablecoins. He also examines how geopolitical tensions, particularly between Israel and Iran, impact investment strategies, while exploring how AI is reshaping investment dynamics and personal finance.

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INSIGHT

Data vs Reality Paradox

Economic data can show growth while many Americans feel financial strain, creating distrust in official stats.
Concentration in market gains resembles a bear market for most companies and affordability struggles for median voters.

INSIGHT

Stablecoins Bridge Old and New Finance

Stablecoins serve as a bridge between traditional finance and the digital economy, accelerating crypto adoption.
Major companies embracing stablecoins signal broadening participation and network effects in digital transactions.

INSIGHT

Crypto-Traditional Finance Convergence

The crypto and traditional finance worlds are merging, with stablecoins driving network effects.
Ethereum and similar platforms will benefit from stablecoin volume growth, fueling broader interest in altcoins.

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Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss why the Fed did not cut interest rates, how to think about inflation, Israel & Iran, how big bitcoin can get, AI, and market outlook.

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