Wall Street veteran: Bitcoin is the purest form of AI trade.

Jordi van der Visser, a macro investor from the Netherlands has written a Substack article arguing that Bitcoin will be able to survive. “the purest AI trade,” He claims that a person has been following him “in nearly every one of my videos, Substack posts, and conversations with Anthony Pompliano.” The piece, released yesterday under the title You Don’t Find Bitcoin, Bitcoin Finds You: Why It’s the Purest AI Trade, sets out a personal and macro-economic narrative that Visser believes binds artificial-intelligence disruption to the rise of the world’s first decentralised digital asset.

Visser, who is now the head of AI Macro Nexus Research for 22V Research, after spending three decades in derivatives trading at Morgan Stanley and running a macro-hedge fund before serving as CIO and president at Weiss MultiStrategy Advisers frames this. essay As a response to those who criticize “don’t see it or understand it.”

“This statement wasn’t born from a single insight but rather a journey that unfolded across three distinct steps and four accelerating forces that helped me connect the dots between monetary policy, exponential innovation, and a world shifting faster than our corporate, financial, and government systems can handle,” He writes. According to him, the three stages were “personal awakening, macro-economic context, and the recognition of Bitcoin as foundational infrastructure for the digital economy.”

Bitcoin is the ultimate AI trade

Visser’s thesis identifies four fundamental forces that are central to its analysis. monetary policyThe first, he writes, is technology. He writes that the first is “unprecedented fiscal and monetary intervention which I believe marked the final climax of the global government debt super-cycle and ultimately the dollar as the global reserve currency.” According to him, the explosion of government spending during the Pandemic era exposed the limitations of the fiat system propped up with central bank liquidity.

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Second, structural deflation is a major force. “deflationary pressure from exponential technologies.” Visser sees AI and automation as not just economic disruptors but forces that drive prices downward across the board—pressuring legacy systems built on perpetual inflation and debt.

His third argument revolves around institutional erosion. “Accelerating institutional obsolescence through AI,” He warns will erode bureaucracies and corporations that are slow to adapt exponential changes.
Visser concludes by citing “Bitcoin’s emergence as a sovereign digital asset—independent, decentralised, and not defined by any nation-state.” Bitcoin is a digital currency that can be verified and operates independently, unlike fiat currencies, which are dependent on the state.

Visser dates his “personal awakening” Early 2021 saw the release of the money prints from pandemic era collide with an epiphany in households: “Asset prices jumped and crypto prices were rising daily, and I was struck by the fact that my 13-year-old son … could explain the space in a way that I could not understand.”

Michael Saylor, the corporate treasurer of a large corporation, had bet heavily on Bitcoin. Paul Tudor JonesThe asset’s description as “the fastest horse in the race,” You can convince him by saying: “Bitcoin [was] a rational response to an irrational system looking for a new one.”

The Price of Tomorrow (Jeff Booth) was the second milestone, and it is from this book that Visser quotes: “Innovation is always deflationary for the economy so the baseline for inflation is always negative.” Booth claims that Booth’s argument has been revealed “an Economic Trilemma” In which an industrialized economy that is heavily indebted can survive only by using government balance sheets, while a digital economy with little capital accelerates. He warns that the result is a fiat system supported by government balance sheets. “artificially low rates, quantitative easing, and fiscal stimulus” It is not possible to maintain this indefinitely.

Marc Andreessen’s essay, Why Bitcoin Matters from 2014 was Visser’s third pivot. Andreessen’s framing of the Bitcoin white paper as a monetary protocol—”on par with the creation of the internet itself”—convinced Visser to stop viewing Bitcoin as a challenger to sovereign currency and start seeing it as “the base-layer for a new, decentralised economic system.” Although he admits stablecoins can bridge crypto and fiat, they are still a cryptocurrency. “tethered to the very institutions they’re trying to outrun.”

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Self-described final “force” AI in itself is a question “For years, we’ve said software is eating the world. But now, AI is eating software and soon it will eat everything in its path.”

He argues that intelligent agents will erode the scarcity premia that support most legacy assets, leaving Bitcoin—algorithmically finite and independent of any issuer—as “sovereignty at digital scale.” He writes: “In one of his most bleak predictions, he says…” “AI will destroy everything eventually—not maliciously, but systematically. And the economic system we’ve built on top of scarcity, debt, and centralisation is not equipped to survive it.”

Visser closes by channelling Saylor’s mantra—”You don’t find Bitcoin, Bitcoin finds you”—to explain why adoption is emerging first in the periphery: retail investors in emerging markets, smaller firms outcompeted by big-tech AI monopolies, and early-mover states such as El Salvador.

“This bottom-up foundation is setting the stage for a future top-down capital rotation as FOMO and greed eventually force more and more of the doubters in,” He concludes. “That’s why Bitcoin is, in many ways, the purest AI trade—an opt-out of a system being reshaped by intelligence no one fully controls.

BTC was trading at $104,816 as of the time this article went to press.

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