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BTC Jordi Visser, a macro finance veteran: The era of rapid doubling in the AI field is over, and funds will shift to Bitcoin and digital assets.
Jordi Visser, a veteran in the macro finance field, pointed out that the artificial intelligence industry has previously achieved 7 to 8 times The stage of rapid growth has stalled. He asserted that in the next major wave, global capital and market dynamics will shift to Bitcoin and digital assets.
At a time when AI gains are slowing down due to capital expenditures and hardware bottlenecks, the market's attention is once again focusing on macroeconomic balance and cryptocurrency. Jordi Visser, a macro investor with more than 30 years of experience and founder of AI Macro Nexus / AI22 Research, said when participating in Anthony Pompliano's program that the era of "easy money" in the AI field is over and the capital rotation will be Bitcoin's turn.
Jordi Visser pointed out that aggressive valuations in the areas of AI infrastructure investment and big language models have reached saturation points. He emphasized that the high interest rate environment and physical hardware constraints such as chip and memory shortages are putting pressure on corporate profit margins. Visser commented: "The 'easy to make money' trading model that achieves a huge return on 7 to 8 times the initial investment through AI is over. This doesn't mean AI is dead, but we are now entering a difficult and rational growth phase, usually at around 30% annual growth. Capital is now looking for new ways to balance risk and return."
Visser also mentioned that giants such as Google and Anthropic are burning heavily to build infrastructure, but profits have been delayed due to physical constraints. He believes this will prompt investors to turn to alternative macro assets. He added that although Bitcoin's trading price is still down about 50% from its all-time high, it has shown significant resilience in the recent macroeconomic turmoil.
While sharing expectations for the second half of the year, Jordi Visser said that there will be inevitable convergence between artificial intelligence and the cryptocurrency market. He pointed out that autonomous artificial intelligence agents will use cryptocurrency networks as the infrastructure most suitable for micropayments, data transmission and property rights verification. He believes this will create sustainable organic demand for Bitcoin and leading cryptocurrency networks.
* This article does not constitute investment advice.
