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The AI Shock Is About to Reprice Bitcoin | Jordi Visser
Description
Jordi Visser is a veteran macro investor with over 30 years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the shift toward higher growth and lower inflation, how AI-driven productivity is reshaping the economy, housing, labor markets, and why energy and critical minerals are becoming central to global geopolitics. We also break down what these trends mean for markets and long-term investment portfolios.
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Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.
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Timestamps:
0:00 – Intro
1:57 – Is the economy entering high growth, low inflation?
4:17 – Could GDP really reach 10%?
9:09 – What this economic setup means for investors
12:36 – AI chips explained
16:44 – Data centers, power limits, & space
20:04 – AI, energy, & shifting global alliances
27:16 – Geopolitics: Iran, Cuba, Mexico, Greenland
30:54 – President Trump’s housing plan explained
33:20 – Will falling home prices hurt voters?
38:01 – Humans and humanoid robots working together
44:01 – Biggest risks & personal concerns
47:43 – A simple AI product that shows what’s coming
52:09 – How to build powerful AI prompts
55:16 – Why building software beats buying it now
1:03:17 – AI consulting and how to get involved
1:05:13 – Live show announcement