Jordi Visser
Head of AI Macro Nexus Research at 22V
Bitcoin is the answer for anyone whose business or balance sheet is being outcompeted by faster technology. AI is concentrating gains in about seven companies, so everyone else needs to think about their balance sheet the way Michael Saylor did when he saw his business as a melting ice cube he could not defend against Microsoft and chose Bitcoin. AI brings speed and crypto the guardrails; Bitcoin represents the other side of friction as AI disrupts bureaucracies. feeds.fountain.fmÂ
Bitcoin wins in a world where central bankers are tripping over themselves to devalue their currencies; among fiat currencies, it is the victor. Money has become freer than free as the Fed and other central banks go nuts. AI agents are also compressing time, and as they enter the transaction phase, SWIFT and other rails built for humans will not work, so agents will demand faster ones. The host, a Bitcoiner, pictures handing an agent a Bitcoin wallet. feeds.fountain.fmÂ
Bitcoin and crypto still make up a small share of global assets, so rising penetration should ramp up demand from both humans and AI agents, bringing higher prices and faster-moving capital. x.comÂ
Institutional clients moving into Bitcoin add real backing to the AI-to-crypto rotation. T. Rowe Price's digital-assets head Blue Macellari said the $1.86T manager is actively bringing clients into Bitcoin and other crypto assets; trillions in capital are expected onchain over the next few years. At a conference with well over $50T, if not $100T, in AUM, many said the rotation has begun. It should accelerate in Q4, and the next crypto leg will be aggressive, with many still sidelined. x.com … Show more
High interest rates curb leveraged Bitcoin speculation while new investment opportunities compete for limited capital. AI companies are taking on heavy debt, SpaceX recently went public and Anthropic is preparing an IPO; many beaten-down AI stocks may offer a better chance of doubling than Bitcoin. With Bitcoin below $80,000, $70,000 is more likely than $90,000 from here. x.comÂ
Kevin Warsh's very dovish statement supports the Bitcoin pivot-low scenario and a move higher this quarter. In this favored scenario, Bitcoin makes another higher high in the $90k-$100k area, the stock market reaches new all-time highs, and altcoins follow suit. x.comÂ
Bitcoin could draw big institutional money once it gets a real slot in bank model portfolios; a bullish research forecast alone is not enough. JPMorgan projects 10% annual returns over 10-15 years, ahead of US large-cap stocks at 7.5% and gold at 5.5%, but excludes Bitcoin from its main risk models because its links to other assets are unstable. Bitcoin could top $100,000, but keep exposure small: JPMorgan expects 55% annual volatility and models an 11.2% annual loss in its bad case. x.com x.com … Show more
Bitcoin's inability to reverse hacks makes decentralization a weakness as AI threats outpace security. Tether halted $1.8B from the Binance hack, showing the value of intervention; exploits take minutes, patches days or weeks. AI may be a greater threat to crypto than quantum, which Bitcoin has made effectively no progress on. New highs look increasingly distant without a Core-governed quantum-proof roadmap; quantum alone leaves today's elliptic curves under five years. x.comÂ
Google's incentive to build bank custody could lower Bitcoin's adoption barriers, an extraordinarily bullish feedback loop. Google Cloud's product is in private preview and targets a 2027 launch; banks also stand to profit serving Bitcoin owners. Even if the Fed maintains its 2% inflation target, dollars lose 32.7% of purchasing power over 20 years. PCE rose 2.43% in the first eight months of 2026, a 3.67% annualized pace; if sustained for 20 years, that would erode purchasing power by 51.37%. … Show more
Bitcoin's near-term macro backdrop is not yet favorable because the Fed balance sheet is stuck at $6.75 trillion, so patience is warranted. The Fed will eventually have to step in for debt markets. ETF inflows leave time for October to turn positive, while Bitwise raised its 2036 target to $1.6 million and says institutions may allocate 1% to 5% as adoption and debasement-hedge demand rise. A U.S. Strategic Bitcoin Reserve may start buying very soon once crypto rules are settled. x.com x.com … Show more
Bitcoin may need sustained demand above all to outweigh selling pressure, since even favorable catalysts have coincided with declines. BTC fell despite rate cuts, a pro-crypto president, institutional adoption and rising liquidity; it now faces rate hikes, war in Iran, inflation, AI-bubble fears, quantum risks and AI-driven crypto hacks. x.comÂ
Investors will inevitably seek the strongest trends, value and opportunities as the speculative AI trade bursts, making that shift incredibly bullish for Bitcoin. x.comÂ
