Jordi Visser, a seasoned figure in the financial world, assessed recent developments in the cryptocurrency market and the global economy. According to Visser, disruptions caused by artificial intelligence in the software industry directly affect Bitcoin’s near-term performance.
Renowned investor Jordi Visser presented a gripping analysis of the current Bitcoin price movements and the major transformation of the global economy. Visser said that, contrary to popular belief, Bitcoin does not act as a “defensive” asset, but as a “growth asset” currently directly linked to the software industry.
Visser argued that the real dynamism of markets is dominated by artificial intelligence (AI). He said that software-based businesses (SaaS) in particular have suffered significant losses in value due to fears that AI will disrupt their business models, and that Bitcoin and the crypto ecosystem are also evolving in tandem with this software ecosystem.
Visser said: “Bitcoin is currently in the growth basket, not the value or defense basket. Therefore, the panic in software stocks is also dragging Bitcoin down.”
One of the most striking data highlighted in the interview concerned the use of stablecoins. Visser said stable trading volumes reached $10-11 trillion in January, equivalent to Mastercard’s trading volume for the entire year. He said the development signals a major structural change in the financial system.
Visser, arguing that artificial intelligence could devalue anything that can write code or produce information (a deflationary effect), said the future lies in “scarce assets.” He said the only things AI cannot destroy are physical commodities (copper, oil, silver) and Bitcoin, which are in limited supply.
*This does not constitute investment advice.
