Jordi Visser, an experienced macro investor with more than 30 years of experience, says the markets are undergoing a period of “rotation” (capital shift), which is predicted to be the biggest winners of this time by Bitcoin and Artificial Intelligence (AI) hardware.
Several of the most closely followed macro investor Jordi Visser made strong statements about the future of markets on Anthony Pompliano’s program. Visser says that the software sector is losing value because it’s disrupted by artificial intelligence, Bitcoin, semiconductors and commodities are becoming central to the new investment cycle.
The biggest mistake for investors is combining artificial intelligence with traditional software companies (SaaS), Visser said. Visser, arguing that AI has created coding ‘almost free and readily available’, said “All business models built on code are under serious margin reductions and competitive pressure. Therefore, giants such as Salesforce and Adobe will be hacked out, hardware and infrastructure providers such at Nvidia, Dell or Corning will continue their parabolic rise. , ” and.
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Despite the fact that Bitcoin has recently broken its association with software stocks, Visser claimed that cryptocurrency is “the only code which cannot be destroyed by artificial intelligence” “The most important thing I can say to you is that it’s crypto.
Why can’t artificial intelligence destroy it, since > “Bitcoin is not a business; no company with fundamentals; therefore, an important part of the equation. It’s a rare asset of pure rarity, as it is for . – ’.
Visser also spoke critical terms for Bitcoin He believes if Bitcoin goes above $76,000 and Ethereum at the same time exceeds $2,400 “a sustainable and major bull rally will begin this year.”
In contrast to market expectations, Visser predicts that inflation will not be lowered; headline inflation (CPI) could rise above 5% because of increases in food and energy prices. His statement said ‘In this environment where the Fed has suspended interest rate cuts and inflation is declining real returns, demand for rare assets such as Bitcoin will grow.
*This is not investment advice.
Thanks for reading Veteran Analyst Jordi Visser Says “Bitcoin and AI Will Be the Winners” and Identifies the BTC Level That Must Be Surpassed for a Rally