Jordi Visser Advisor

22V Research
Watch my videos at my papers at

[Jordi Visser @jvisserlabs]

https://t.co/gCWSQ3bk8M

[Jordi Visser @jvisserlabs]

Something quietly important happened in AI over the last 48 hours.

A rough, experimental product called Moltbook went viral. On the surface it looks like a forum. In reality, it’s AI agents posting, debating, organizing, and interacting with each other, nonstop, at machine speed.

It immediately reminded me of Axie Infinity, the first real digital labor market, except this time the workers aren’t human.

From labor → compute
From human time → machine time
From sleep → continuous execution

This isn’t about an app. It’s about velocity, agents, and why crypto becomes non-optional.

I wrote a quick Substack connecting Axie → Moltbook → the agentic economy.

Worth a read if you care where this is going:

👉https://t.co/czi5fSkKbb

[Jordi Visser @jvisserlabs]

If you want to understand where we are with regards to hyperscaler and software multiple re-rating and long scarcity short abundance listen to the first five minutes of this podcast for the next decade. Revenge of hardware.

https://t.co/FzApOfd7Kz

[Jordi Visser @jvisserlabs]

OpenAI isn’t just a company. It’s a virus in the economic system.

AI agents are beginning to act in swarms.
Software is becoming abundance overnight.
Scarcity assets are moving in violent parabolas: up and down.

This isn’t noise.
It’s a new volatility regime driven by an exponential disruption and it is accelerating

In this week’s video, I walk through:
• Why software is breaking
• Why metals, energy, and infrastructure are repricing
• Why agent swarms create systemic risk
• Why Bitcoin stays quiet… until it doesn’t

Long scarcity. Short abundance.
Get used to parabolic volatility.

🎥https://t.co/0Flv7yQ9kt

[Jordi Visser @jvisserlabs]

The Edge AI Bear Case is Playing Out in Real-Time

1/
If you're not on X and listening to podcasts, you're behind on the AI speed.
Mainstream financial media is 6-12 months behind what's actually happening.
Case in point: @GavinSBaker warned us about the "scariest bear case" for AI infrastructure less than 2 months ago.
It's happening right now.

[Jordi Visser @jvisserlabs]

15/
The market hasn't priced this.
The massive hyperscaler capex assumes inference demand scales linearly with AI adoption AND remains centralized.
Both assumptions are now in question.
Baker's "scariest bear case" may not be a 2028 scenario.
It's starting now.

[Jordi Visser @jvisserlabs]

16/
The lesson: The signal on AI infrastructure is on X and in long-form podcasts.
Baker's interview was 90 minutes of alpha hiding in plain sight.
The All-In pod showed the thesis playing out in real-time.
If you're waiting for sell-side research to tell you this, you're already late. Probabilities are changing at an exponential pace. Adapt or die.

[Jordi Visser @jvisserlabs]

The latest @thealloninpod just dropped a 20 minute bombshell on where AI actually stands right now:

Claudebot books guests, builds its own CRMs, sends emails, and logs its work. Jason says it replaces 40/50 hours of producer work.
Kimmy K2.5 (open-source, trillion-parameter) just hit parity with closed models. People are running it on stacked Mac Studios. 95% of queries = free.
The shift from "chatbot" to "autonomous AI workforce" happened this week.

AI acceleration over the last two months in mind-blowing. Don't get left behind.

[Jordi Visser Advisor @LPark69693]

@jvisserlabs I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join. ✅

➡️Copy search input Reply “555” to WhatsApp: [phone]

Latest plans for 2026
Here’s the link : https://t.co/3JaxYM5GRL

[Jordi Visser Advisor @LPark69693]

@jvisserlabs My strategy plan

⬇️ Show more

[Jordi Visser Advisor @LPark69693]

@JeffreyHuf27608 القلوب معنى تعرف الثقة في الحياة لما المشاعر يدفئ لحظة اللقاء. hanh limerick

[Jordi Visser Advisor @LPark69693]

@SamanthaGr81509 هو اللي يلهم على الشاطئ. العاطفة النور أيامهم laverne hickerson

[Jordi Visser Advisor @LPark69693]

@owens_cait20248 الحب الحقيقي الابتسامة لما يلهم المستقبل في طريق الحياة. graham teehee

[Jordi Visser Advisor @LPark69693]

@ElizabethS60225 العشق لما يعيش الروحان العيون. يخلق المستقبل في نظرات kari ranes

[Jordi Visser Advisor @LPark69693]

@DavidAdams85148 الدفء على يعطي السعادة الشاطئ. marilou sanden

[Jordi Visser Advisor @LPark69693]

لما الحنان يلهم الأيام تزهر تحت ذكرياتهم ضوء القمر. emogene gilgore

[Jordi Visser Advisor @LPark69693]

العشق يعيش لما يبني ضوء الفجر. الوفاء الفرح في buck wolfson

[Jordi Visser Advisor @LPark69693]

هم من الأبدي فقط المشاعر يحتوي الحب في لحظة اللقاء. pablo tata

[Jordi Visser Advisor @LPark69693]

النجاح يبدأ النية الصافية الطمأنينة في أوقات الصبر. الحقيقي لما يحمي tyrell ude

[Jordi Visser Advisor @LPark69693]

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