The Wolf Of All Streets The Real Bitcoin Bear Market Trigger Nobody Wants To Admit | Jordi Visser
Feb 21, 2026
Jordi Visser, an investor focused on macro, AI, and crypto, explains why AI is the real macro driver reshaping markets. He links Bitcoin to software ETFs, outlines how AI-driven liquidity and VC shifts compressed multiples, and explores stablecoins, AI agents transacting, and NFTs returning as proof-of-authenticity in a world of easy fakes.
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Brazil Experience Shaped Bitcoin View
- Visser shares living in Brazil shaped his view that Bitcoin democratizes wealth for people who distrust governments.
- He connects AI empowerment for entrepreneurs with increased demand for Bitcoin as savings.
Stablecoins' Explosive Utility Growth
- Stablecoins already dominate transaction volume and are rapidly scaling global payments.
- Visser highlights January stablecoin volumes exceeding annual Mastercard volumes as evidence.
Agents + Stablecoins Will Disrupt Payments
- AI agents plus stablecoins will disintermediate payment intermediaries and change consumer payments.
- Visser expects incumbent payment margins to face pressure as agentic transactions scale.