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Jordi Visser, a veteran of the macrofinance world, stated that the era of rapid 7-8 fold gains in the AI sector has stalled, and claimed that global capital and market dynamics will shift to Bitcoin and digital assets in the next major wave.
In a period where the growth rate of the AI rally has shifted gears due to capital expenditures (capex) and hardware bottlenecks, attention has once again turned to macroeconomic balances and the cryptocurrency market. Speaking on Anthony Pompliano’s show, Jordi Visser, a macro investor with over 30 years of experience and founder of AI Macro Nexus / AI22 Research, argued that the “easy money” era in AI is over and that it’s Bitcoin’s turn in capital rotation.
Jordi Visser pointed out that the aggressive valuations seen in AI infrastructure investments and large language models (LLMs) have reached saturation point. Stating that the high interest rate environment and physical hardware limitations such as chip and memory shortages are putting pressure on company margins, Visser made the following assessment:
“The ‘easy money’ trading model, where massive returns of 7-8 times the initial investment were achieved through AI, has come to an end. This doesn’t mean AI is dead; however, we’ve now entered a period of grueling and rational growth, typically around 30% annually. Capital is now seeking new avenues in terms of risk-return balance.”
Visser noted that giants like Google and Anthropic are burning significant capital trying to build infrastructure, but profitability is delayed due to physical limitations, which he said would drive investors towards alternative macro assets.
Despite trading approximately 50% below its all-time highs, Bitcoin has shown remarkable resilience to recent macroeconomic turmoil, he added.
Sharing his expectations for the second half of the year, Jordi Visser stated that an inevitable integration between artificial intelligence and the cryptocurrency market will occur. He noted that autonomously operating AI agents will utilize cryptocurrency networks as the most suitable infrastructure for micro-payments, data transfers, and property verification, arguing that this will create sustainable organic demand for Bitcoin and leading cryptocurrency networks.
*This is not investment advice.