Strategist Jordi Visser Assesses Macro Impact on Bitcoin and the AI Industry

Macro investor and Wall Street strategist Jordi Visser says geopolitical conflict, inflation and energy-market volatility are reshaping asset allocation. At the same time, AI's structural impact on white-collar jobs could steer capital toward Bitcoin, whose limited supply may reinforce its long-term status as a scarce asset.

Visser predicts that markets could recover by year-end after weathering a May trough, though a full-scale wave of white-collar unemployment has yet to emerge. His latest analysis focuses on AI-related capital flows and Bitcoin's valuation model. The reports did not specify the year of the forecast, Visser's institutional affiliation or any specific investment amount.