Jordi Visser
@jvisserlabs
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Following
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22V Research Watch my videos at https://t.co/ccIwXF66jy Read my papers at https://t.co/iblvrOpf7E
New York, New York
Joined March 2022
I love you, @MichaelKantro, but I disagree with your take on this one (re: Gavin Baker’s AI impact post). Minimizing AI and exponential innovation in these recent trends makes no sense to me. Instead of blaming investors via stock performance, look at SPX EPS, not prices and swap
The “S&P vs JOLTs” divergence isn’t a mystery — it’s a misread. Markets didn’t decouple; investors did. The main driver has been inflation trends, not job openings. Make a chart of JOLTs vs inflation and the misread become apparent. Multiples expanded as inflation fell — same
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Peter Thiel said Bitcoin’s founding ideology isn’t “functioning as intended.” He’s right and that’s a good thing. The same way the internet evolved from anarchy to accessibility, Bitcoin and AI are shifting from rebellion to inclusion. Freedom grows through participation. 📖
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Retail has become an important factor in driving the stock market. In this week's video, I showed what areas to watch as leading indicators for short term bottoms and tops and also for MSTR and BTC. These indicators peaked at the open today and rolled over but have found bids
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In my recent Substack post comparing Bitcoin’s consolidation to the post–dot-com recovery and a silent IPO, I expand on the idea in this week’s video walking through charts across macro, AI, and BTC to help understand the comparison. 🎥 Watch here: https://t.co/4FVOqluOPE
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Bitcoin is acting like it’s found its IPO price. OG sellers are exiting. VC liquidity has dried up. Fear is high, but that’s exactly how bottoms form. In this week’s video I break down why this phase mirrors the post-dot-com cleanup, how AI liquidity is fueling profits, and why
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It’s been a busy week across assets with stock market breadth and job loss fears rising. Bitcoin continues to see continued OG selling. Pomp and I go across macro, AI and crypto in this week’s episode.
This week I sat down with @jvisserlabs to discuss Bitcoin’s “IPO moment," why investors are feeling disappointed, and what’s really happening beneath the surface. Jordi also shares his views on Tesla, artificial intelligence, and the shifting political landscape, including
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Chipotle’s earnings aren’t just about burritos, they’re a window into the job market and the psychological impact AI is having on young, educated America.
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Another fun conversation with Raoul Pal where we travel through macro, crypto and most importantly, the exponential rise of innovation driven by AI.
AI is a technology that'll eventually replace us as the apex of intelligence on this planet... let's learn something new from @jvisserlabs on this episode of The Journey Man.. Enjoy!
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2026 will mark the year when physical AI becomes a dominant investable theme. Across the Magnificent 8, there are currently 23 sell ratings from analysts and Tesla alone accounts for 16 of them. It’s Investor Week for Tesla, if you haven’t watched this video yet, now’s the
Morgan Stanley's Adam Jonas has released a video of how how AI and humanoid robots will change the world.
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On this week's video, one of the points I went through was the risk of another GME situation in the market in 2026 as retail continues to change the market structure. Their importance in options and stocks grows with risks for more gamma squeezes as they intersect with AI
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Bitcoin isn’t broken, it’s maturing. I explained why this consolidation is actually Bitcoin’s Silent IPO in our weekly conversation with Pomp and I.
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AI, Stablecoins & the Next Market Structure Shift Retail call flows are breaking records. Zero-DTE options are reshaping volatility. Zelle just launched a global stablecoin network. And AI agents are quietly driving a new kind of QE for productivity. This is where macro,
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It was a busy week with many macro catalysts (Us-China, Fed, Mag7 earnings and Zelle/Stabledoins). Pomp and I go through it all and how the last two months look for assets.
I talked with @jvisserlabs about the Fed’s interest rate cuts, the U.S.–China trade dynamic, and what they signal for global markets. We also dive into Bitcoin, AI, and tokenized assets — explaining how these forces, alongside Tesla’s innovations, are shaping the next major
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Ben Affleck once said AI could “never write Shakespeare.” But Paul Schrader — the man who wrote Taxi Driver — now admits, “AI is smarter than I am… five seconds later it gave me notes better than I’ve ever received.” The truth? AI isn’t replacing creativity — it’s redefining
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New All-Time Highs for Stocks, Gold Cracks, and the Worst Jobs Market in 50 Years The economy is now a two-lane highway Left lane: AI, stocks, and exponential growth Right lane: layoffs, debt, and deflation You need to know which lane you’re in and how to switch. 🎥 Watch here
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In this week’s episode with Pomp, we cover how the speed of exponential innovation is accelerating with AI and disrupting the traditional finance and macro world as we head into abundance.
I sat down with @jvisserlabs to discuss $TSLA robo-taxis, inflation, interest rates, and the U.S.–China trade dynamic. Jordi also shares how he’s positioning his portfolio, and what Bitcoin, gold, and market psychology reveal about where asset prices are headed next. Enjoy!
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All since the launch of ChatGPT. The labor vs capital heavyweight fight has begun.
Never in history have companies shed employees while profits have exploded… ….one of the most massively bullish changes
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AI demand relative to compute supply looks like this. DRAM prices are the new commodity for rewiring the global infrastructure with intelligence.
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