Jordi Visser, a seasoned macro investor with over three decades of expertise, has provided insights into the latest market trends. He believes that the rise of artificial intelligence and the scarcity of commodities are propelling us into a new economic landscape, while Bitcoin is once again gaining traction due to its inherent “scarcity” appeal.
Visser contends that both investor sentiment and central bank strategies are evolving in this digital era. He remarked on how the Federal Reserve has refined its quantitative easing approach, asserting, “I don’t foresee multi-year recessions or extended bear markets occurring again during my lifetime. Whenever there’s a hint of trouble in the system, it is promptly addressed through monetary stimulus and interest rate reductions.”
He further noted that in our hyper-connected society, investors tend to experience a form of “amnesia,” swiftly moving past negative occurrences to embrace fresh narratives.
The analyst warns that despite AI-induced deflationary pressures, significant inflation risks are emerging in the near term. He pointed out that we have reached physical limits within the AI sector itself—resulting in substantial shortages related to processors (CPUs), memory (DRAM), and energy resources.
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Citing Elon Musk’s announcement regarding “Terra Fab,” Visser predicts that these constraints within hardware and commodity sectors will keep inflation rates significantly above the Federal Reserve’s target of 2%, potentially reaching levels around 4% or higher.
An analysis by Visser on Bitcoin’s recent trajectory from both technical and macroeconomic viewpoints indicates that according to Elliott Wave theory, Bitcoin has completed its corrective phase and embarked on an upward trend from approximately $60,000.
He asserts that Bitcoin is now valued not merely as a growth asset but also as an embodiment of “digital scarcity” amid processor and energy shortages globally. While traditional software companies face threats from AI advancements, firms focused on computing—such as Oracle—and Bitcoin miners stand poised for gains during this transition.
Visser believes by year-end; it will be essential for portfolios to include Bitcoin prominently. He conveyed this message clearly to asset managers and investment advisors: “By year-end you’ll need to justify why your portfolio doesn’t contain at least 3% to 5% allocated towards Bitcoin.”
*This does not constitute investment advice.