Bitcoin Resistant to AI Disruption: Michael Saylor Saw It First

Jordi Visser, chief investment officer at 22V Research, believes that Michael Saylor, executive chairman of Strategy (MSTR), was one of the first to recognize that Bitcoin is the only AI-related investment whose value cannot be eaten away by AI.

Visser pointed out that chip makers still need to stay ahead of the technology game, similar to Nvidia, while Bitcoin gains value from its limited supply.

According to Visser, AI would increasingly destroy competitive advantages and force more disrupted companies to adopt Bitcoin as a treasury asset. He cited the growing costs Alphabet pays for AI infrastructure as proof that even Big Tech is under more competitive and cost pressure than Bitcoin.

Visser expects more AI-disrupted companies to eventually make the same choice, following the model Saylor's Strategy set. 'I realized that this would be the end game is Michael Saylor's already had to make that choice, and he's he's going to be the person who made the choice first,' Visser said.