30-Year Investment Veteran: AI Boom Will Drive Wealth to Bitcoin

Jordi Visser, a seasoned investor with over 30 years of experience in macro investing, points out that the rapid development of artificial intelligence is causing unprecedented structural changes in the global economy and financial system. In an interview with renowned investor Anthony Pompliano, he stated that the current capital structure is designed for a low-speed economic environment, while the explosive evolution of AI is completely disrupting this old model.

Visser emphasized that nearly 100% of the market's gains and stock performance today directly benefit from the advancement of artificial intelligence technology. He pointed out that AI not only improves production efficiency but also reshapes business models and employment structures. Data shows that in the past year, excluding the healthcare industry, overall new job creation in the United States has almost stagnated. Traditional high-knowledge-density positions such as accounting, law, and software development are gradually being replaced by AI, and the traditional balance between labor and capital is collapsing.

In this context, Visser believes that Bitcoin will become the most adaptable asset in the new economic order. He predicts that over the next decade, the S&P 500 index's actual return after inflation may stagnate, and wealth will shift from traditional financial institutions to individual entrepreneurs and digital assets. Compared to stocks that are affected by company performance, management decisions, or industry cycles, Bitcoin, as a decentralized asset purely based on mathematical consensus, is not controlled by any entity. Its scarcity and censorship resistance are particularly valuable in the AI-driven environment of high uncertainty. Furthermore, as AI-driven cyberattacks become increasingly frequent, the immutable and transparently traceable characteristics guaranteed by blockchain technology make Bitcoin the only digital store of value with systemic security endorsement. As the traditional financial system faces restructuring, Bitcoin is evolving from a fringe asset to a core option for structural allocation.