Jordi Visser Advisor

22V Research - AI Macro Nexus
Watch my videos at my papers at

[Jordi Visser Advisor @Tripti_blah]

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

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

Here’s the link : https://t.co/O88zC1hasV
🎥 - DAILY LIVE TRADING
📖 - TRADE RECAPS
☢️ - PERSONAL STRATEGY

[Jordi Visser Advisor @Tripti_blah]

@jvisserlabs Future Trends ！

👇

[Jordi Visser Advisor @Tripti_blah]

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

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

Here’s the link : https://t.co/O88zC1hasV
🎥 - DAILY LIVE TRADING
📖 - TRADE RECAPS
☢️ - PERSONAL STRATEGY

[Jordi Visser Advisor @Tripti_blah]

@jvisserlabs My strategy plan!

🔻

[Jordi Visser @jvisserlabs]

https://t.co/gCWSQ3bk8M

[Jordi Visser @jvisserlabs]

Great to be with Morgan this morning to talk about the AI compute shortage and Bitcoin upside as we hit negative real yields in the coming weeks.

[Jordi Visser @jvisserlabs]

Just like BTC broke away from Software last week, there are similar breaks happening in Bitcoin miners, NBIS, CRWV and even now close to a break in ORCL. ORCL led the IGV move lower and it is close to breaking above the 50 day mov avg for the first time since Oct. My take, the world is running out of compute to feed AI.

[Jordi Visser @jvisserlabs]

Ceasefire may have calmed Oil fears.

It did not calm the bigger disruption.

Mythos changed the conversation again.
Software is again under attack.
And the market is still underestimating how fast AI is moving.

My new video is about the collision between ceasefire headlines and Mythos disruption, and why both of these drive scarcity vs abundance.

Why these two forces are pushing the market to the macro regime where Bitcoin has generated all of its returns.

Ceasefire, Inflation, Mythos and a Scarcity vs Abundance Moonshot

Watch here:https://t.co/YP2LVTRcOj

[Jordi Visser @jvisserlabs]

For years, Tradfi investors have treated Bitcoin like just another risk asset tied to tech and liquidity.

That relationship has reached the breaking point.

My new paper argues that Bitcoin is being pushed into its strongest regime by 3 powerful converging secular forces to dominate for the years to come:

AI disruption
Rising commodity inflation
Physical scarcity

At the same time:
• CPI is about to cross above 3M bill yields
• the best historical Bitcoin regime is getting close
• software is under pressure from Mythos and AI agents
• the fiat system is looking more vulnerable to exponential AI
• Bitcoin is starting to separate as the only growth asset built on code that may actually benefit

This is the regime Bitcoin was built for.

New Substack Post:
How AI, Inflation, and Scarcity Are Driving Bitcoin Into Its Strongest Regime
https://t.co/D7WPnM1vWe

[Jordi Visser @jvisserlabs]

Well, I highlighted the good news when PLTR over MSFT worked for 25% over a month. It just gave back most of it as the Anthropic Mythos approaching AGI reality leaves no software untouched.

[Jordi Visser @jvisserlabs]

Oil SPX correlation broke Friday and was a market tell. This week, BTC Software correlation has broken. All this while the weekly MACD is crossing and we are about to get a 1+% CPI print next week and the Fed is on hold. Long scarcity short abundance. Don't be late.

[Jordi Visser Advisor @Tripti_blah]

5-min Avocado Egg Toast! Crack an egg on toast, top with mashed avocado + pinch of salt/pepper. Broil 2 mins—creamy, quick, perfect breakfast/lunch!

[Jordi Visser Advisor @Tripti_blah]

Stock up your store with our bestsellers! Fresh snacks, drinks u0026 daily essentials—low prices, fast delivery. Shop now!

[Jordi Visser Advisor @Tripti_blah]

"Accidentally turned a 5-min laundry task into a 20-min 'find my sock soulmate' quest Who else has a laundry monster that eats one sock #HouseholdChaos #LaundryStruggles"

[ThlocTabby @iago7l]

"Office hack: Our intern thought ‘group chat mute’ = ‘group chat turn off’… now 3 of us have been accidentally muted for 2 days. Pro tip: Double-check the button—your team’s memes might be worth listening to! #WorkHumor #InternLife"

[Jordi Visser Advisor @Tripti_blah]

"Decades later, same laugh, same vibe. Some friendships don’t just last—they sparkle brighter. #OldFriends #GoodVibesOnly"

[Brandie Bess Lehrman @brandielu85]

Just 5 mins of staring at the ceiling = brain recharge. #OfficeSlackerVibes #QuickReset

[Jordi Visser Advisor @Tripti_blah]

Just wrapped up the Super Variety Show taping—live laughs, unexpected twists, and the host’s iconic dance break! Who’s binging with me when it drops #VarietyVibes #LiveTapingFun

[Dakioku，Tha Cellcetcr @feliciatwinone]

"Morning ritual that never gets old: stealing his hoodie + sharing her iced latte #CoupleVibes #DailyJoy"