Macro investor Jordi Visser posits Bitcoin as the ultimate scarcity asset in an AI-driven abundance economy, projecting a significant long-term market share. He also anticipates Ethereum outperforming Bitcoin in the short term due to tokenization and stablecoin growth, while dismissing current bond yield concerns.
Jordi Visser, a macro investor, outlines his long-term bullish thesis for Bitcoin, viewing it as the only asset designed for scarcity in an AI-driven world of abundance. He projects the digital asset market to reach $100 trillion, with Bitcoin holding at least 33%. While Bitcoin is his highest conviction long-term hold, he expects Ethereum to outperform over the next year due to the tokenization and stablecoin boom, seeing it as a commodity tied to blockchain compute demand. Visser also dismisses current bond yield panic, attributing high yields to strong nominal GDP growth and AI-driven productivity. This analysis provides a bullish outlook for key cryptocurrencies and highlights the potential for tokenization to reshape global capital markets, with Robinhood positioned as a key player.