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DISCUSSION
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EPISODE
Jordi Visser, a macro investor, shares insights on how AI, Bitcoin, and tokenization are reshaping markets, macroeconomics, and the future of finance. This episode explores the implications of technological innovation on global liquidity, government debt, and investment strategies.
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https://substack.com/@visserlabs
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SOCIALS
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CHAPTERS
00:00 Intro
02:41 AI's Rapid Impact on Business Setup
03:14 Current Macro Environment and Yields
06:38 Europe's Economic Outlook and Challenges
11:02 Tokenization's Impact on M2 and Liquidity
12:00 The Future of Digital Economy and Asset Valuation
13:49 AI's Role in Productivity and Growth
15:41 AI, Taxation, and Government Revenue
17:07 Bitcoin's Role as a Digital Store of Value
18:04 Bitcoin and Ideological Narratives
19:59 AI and Competition in the Digital Economy
21:57 The Future of Tokenized Assets and Value Capture
24:08 Moats, Innovation, and Market Dynamics
25:35 Agentic Compute and Exponential Growth
26:49 Liquidity, Tokenization, and Asset Valuation
29:49 The Evolving Definition of Money
31:59 The Digital Economy vs. AI Native Economy
36:06 Taxation, Government Spending, and AI
37:30 Job Creation, Profit Margins, and AI Disruption
40:06 Market Sentiment, Policy, and AI Adoption
42:08 Tokenization of Real Assets and Market Implications
45:04 Understanding the Value of Blockchain Networks
47:59 The Impact of AI on Market Structure and Hedge Funds
52:02 How to Invest in the AI Trade
54:52 Crypto Rails and AI Adoption
57:53 The Future of Digital and Tokenized Assets
01:02:02 Managing Overwhelm in the Age of AI
01:05:10 Preparing for the Agentic Future and Personal AI
01:07:55 Resources for Building Personal Agents
01:11:06 The Long-Term Outlook for Bitcoin and AI
Disclaimer
The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural people only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.
