Jordi Visser
Investor and commentator focused on macro, AI, and crypto themes; provides analysis on Bitcoin, stablecoins, tokenization, and the market impacts of AI-driven disruption.
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Feb 21, 2026 • 38min
The Real Bitcoin Bear Market Trigger Nobody Wants To Admit | Jordi Visser
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.
