30-Year Analyst: “Inflation Will Skyrocket in the U.S., Bitcoin Will Come Out on Top”
In a recent interview with Anthony Pompliano, experienced macro investor and founder of Jordi Visser Labs, Jordi Visser, explained that the global economy is under unprecedented “double pressure.”
According to Visser, Bitcoin possesses a unique immunity to both rising inflation and the deflationary wave brought about by technological advancements.
Contrary to general market expectations, Visser argues that inflation will not fall, pointing out that manufacturing and services PMI (Purchasing Managers Index) data have reached their highest levels since 2022.
Visser says, “I am confident that consumer inflation (CPI) will rise above 4% in the next three months,” predicting that the commodity bull market and logistics bottlenecks will continue to push prices higher.
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Visser attributes the decline in software (SaaS) stocks to the “margin narrowing” created by artificial intelligence. Referring to Jeff Bezos’ famous quote, “Your profit margin is my opportunity,” the investor argues that terminal value (the company’s infinite life value) no longer exists in code-based businesses. As AI reduces software production costs to near zero, this is turning into a deflationary disaster for traditional software companies.
According to Visser, Bitcoin stands as the “winner” right in the middle of these two opposing poles. As global liquidity increases and negative real interest rates (inflation being higher than interest rates) become permanent, BTC is gaining value as the most vulnerable growth asset. In a world where software and technology stocks are losing value, investors are turning to Bitcoin, the only asset where “rarity,” not code, is valuable. Visser attributes Bitcoin’s divergence from software stocks to this situation.
Visser stated that portfolio management has now entered an era of “scarcity capitalism,” and shared that he focuses on five main themes: semiconductors, power (electrical) equipment, chemicals, physical servers, and Bitcoin.
Visser argues that within the next 20 years, artificial intelligence will challenge capitalism and the fiat currency system as we know it, and that in this “world of abundance,” the only truly rare asset that can be exchanged will be Bitcoin.
*This is not investment advice.
