Bitcoin Set to Gain From Shift in Capital Flow
Jordi Visser, a veteran of the macrofinance world and founder of AI Macro Nexus / AI22 Research, says capital is flowing out of artificial intelligence and into Bitcoin. This shift comes as the growth rate of the AI rally has stalled due to capital expenditures (capex) and hardware bottlenecks.
Visser argues that the 'easy money' era in AI is over and it's time for Bitcoin's turn in capital rotation. He notes that aggressive valuations in AI infrastructure investments have reached saturation point, and high interest rates along with physical hardware limitations are putting pressure on company margins.
The high returns of 7-8 times the initial investment seen in the AI sector are no longer achievable, Visser claims, and investors are now seeking new avenues for risk-return balance. He believes that Bitcoin has shown remarkable resilience to recent macroeconomic turmoil despite trading around 50% below its all-time highs.
Visser predicts an inevitable integration between artificial intelligence and the cryptocurrency market, with autonomously operating AI agents utilizing cryptocurrency networks for micro-payments, data transfers, and property verification. This will create sustainable organic demand for Bitcoin and leading cryptocurrency networks, he says.