The Bitcoin Rotation No One Sees Coming | Jordi Visser

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. This conversation was recorded at Bitcoin Investor Week in New York. In this episode, we break down why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence.

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• 0:00 - Intro
• 0:56 – Cathie Wood’s AI take & why Jordi disagrees
• 4:30 – Why Big Tech may struggle to monetize AI
• 6:57 – Deflation vs disinflation in an AI-driven economy
• 10:08 – What investors should actually do right now
• 14:12 – The scarcity trade & why bitcoin stands out
• 16:25 – How investors can use AI to gain an edge
• 19:16 – Where to follow Jordi Visser & his work