Jordi Visser, a seasoned macro investor with more than three decades of experience, foresees traditional software stocks facing immense pressure from the rapid advancements in artificial intelligence (AI). He believes that investment capital will swiftly move towards scarce assets such as Bitcoin.
During a conversation with Anthony Pompliano at Bitcoin Investor Week, Visser, founder of VisserLabs, revealed that global markets are undergoing a profound shift. He emphasized that AI is not merely a technological breakthrough but acts as a deflationary force disrupting established economic frameworks.
Contrary to optimistic voices like Cathie Wood’s, Visser insists the recent downturn in software companies is not just a temporary slowdown. He highlights how quickly AI-driven tools are generating code and identifying vulnerabilities, effectively dismantling the protective barriers of major tech firms. According to him: “Companies are confronting the harsh truth that their business models can no longer withstand these changes.”
The veteran investor shared his rationale for focusing on Bitcoin:
“As Mike Novogratz has noted, Bitcoin’s unique strength lies in being a community-supported asset grounded in code. While many investors are moving away from code-based assets toward tangible ones during this rotation, Bitcoin stands out as the sole rare growth asset within this landscape.”
Visser anticipates that currently both Bitcoin and software-as-a-service (SaaS) stock charts exhibit similar trends; however, he expects Bitcoin to break away and surge significantly once the software sector hits its lowest point.
Addressing near-term concerns, he warned that the upcoming three weeks will be crucial. Although fund repositioning might cause Bitcoin’s price to dip temporarily toward $40,000 levels, this should be viewed as part of an ongoing broader market rotation.
This content does not constitute financial advice.