Bitcoin Is The Purest AI Trade, Says Wall Street Crypto News
Macro investor Jordi Visser has printed a Substack essay arguing that Bitcoin is “the purest AI trade,” a declare he says has adopted him “in nearly every one of my videos, Substack posts, and conversations with Anthony Pompliano.” The piece, launched yesterday under the title You Don’t Find Bitcoin, Bitcoin Finds You: Why It’s the Purest AI Trade, units out a personal and macroeconomic narrative that Visser believes binds artificialintelligence disruption to the rise of the world’s first decentralised digital asset.
Visser, who now heads AI Macro Nexus Research at 22V Research after three a long time trading derivatives at Morgan Stanley, working a globalmacro hedge fund, and in the end serving as president and CIO of Weiss MultiStrategy Advisers, frames the essay as a preemptive reply to critics who “don’t see it or understand it.”
“This statement wasn’t born from a single insight but rather a journey that unfolded across three distinct steps and four accelerating forces that helped me connect the dots between monetary policy, exponential innovation, and a world shifting faster than our corporate, financial, and government systems can handle,” he writes. The three steps, he explains, had been “personal awakening, macroeconomic context, and the recognition of Bitcoin as foundational infrastructure for the digital economy.”
Why Bitcoin Is The Ultimate AI Trade
The 4 forces Visser identifies as central to his thesis span the domains of financial coverage, technology, and sovereignty. The first, he writes, is “unprecedented fiscal and monetary intervention which I believe marked the final climax of the global government debt supercycle and ultimately the dollar as the global reserve currency.” In his view, the pandemicera explosion in authorities spending uncovered the boundaries of fiat systems propped up by central bank liquidity.
The second power facilities on structural deflation: “deflationary pressure from exponential technologies.” Visser sees AI and automation as not just financial disruptors but forces that drive costs downward across the board—pressuring legacy systems constructed on perpetual inflation and debt.
The third pillar of his argument is institutional erosion. “Accelerating institutional obsolescence through AI,” he warns, will hole out bureaucracies and company incumbents that are too sluggish to adapt to exponential change.
Finally, Visser cites “Bitcoin’s emergence as a sovereign digital asset—independent, decentralised, and not defined by any nationstate.” In distinction to fiat currencies reliant on state energy and financial intervention, Bitcoin exists as an autonomous, verifiable infrastructure layer for the digital economic system.
Visser dates his “personal awakening” to early 2021, when the pandemicera money print collided with a family epiphany: “Asset prices jumped and crypto prices were rising daily, and I was struck by the fact that my 13yearold son … could explain the space in a way that I could not understand.”
That curiosity pushed him toward Michael Saylor’s corporatetreasury wager on Bitcoin and Paul Tudor Jones’s description of the asset as “the fastest horse in the race,” convincing him that “Bitcoin [was] a rational response to an irrational system looking for a new one.”
The second mental milestone got here through Jeff Booth’s guide The Price of Tomorrow, from which Visser lifts the road: “Innovation is always deflationary for the economy so the baseline for inflation is always negative.” Booth’s argument, he says, revealed “an Economic Trilemma” in which a debtladen industrial economic system can only survive by tapping authorities balancesheets, even as a capitallight digital economic system accelerates away. The end result, he warns, is a fragile fiat system propped up by “artificially low rates, quantitative easing, and fiscal stimulus” that can’t be maintained indefinitely.
Visser’s third pivot got here with Marc Andreessen’s 2014 essay Why Bitcoin Matters. Andreessen’s framing of the Bitcoin white paper as a financial protocol—“on par with the creation of the internet itself”—satisfied Visser to stop viewing Bitcoin as a challenger to sovereign currency and begin seeing it as “the baselayer for a new, decentralised economic system.” Stablecoins, he concedes, could bridge fiat and crypto, but they continue to be “tethered to the very institutions they’re trying to outrun.”
The ultimate, selfdescribed “force” is AI itself: “For years, we’ve said software is eating the world. But now, AI is eating software and soon it will eat everything in its path.”
He argues that clever brokers will erode the shortage premia that help most legacy property, leaving Bitcoin—algorithmically finite and unbiased of any issuer—as “sovereignty at digital scale.” In one of the essay’s bleakest forecasts he writes, “AI will destroy everything eventually—not maliciously, but systematically. And the economic system we’ve built on top of scarcity, debt, and centralisation is not equipped to survive it.”
Visser closes by channelling Saylor’s mantra—“You don’t find Bitcoin, Bitcoin finds you”—to clarify why adoption is rising first in the periphery: retail traders in rising markets, smaller corporations outcompeted by bigtech AI monopolies, and earlymover states such as El Salvador.
“This bottomup foundation is setting the stage for a future topdown capital rotation as FOMO and greed eventually force more and more of the doubters in,” he concludes. “That’s why Bitcoin is, in some ways, the purest AI commerce—an optout of a system being reshaped by intelligence no one totally controls.
At press time, BTC traded at $104,816.
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