Visser Calls Bitcoin an 'Anti-Decay' Hedge Against AI-Driven Growth Compression
Macro investor Jordi Visser believes wealthy investors should hold Bitcoin as an 'anti-decay' hedge against AI-driven growth compression across traditional assets. He pointed to Nvidia, which compounded 80% over two years but with all gains concentrated in just four months.
The pattern of rapid gains followed by a long period of stagnation will spread across all AI stocks, Visser argued, as competition compresses multiples.
Visser suggested that older investors who have already built their fortunes should hold a significant Bitcoin position as an 'anti-decay' hedge. For younger investors, he said Bitcoin 'breaks all of this stuff' because it functions simultaneously as a hedge against abundance and time, and a growth asset in its own right.
US spot Bitcoin ETFs pulled in over $1.9 billion this week, their strongest inflow week since October's flash crash, according to SoSoValue data.