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Jordi Visser Profile picture
@jvisserlabs
Apr 11 • 13 tweets • 4 min read • Read on X
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1/ Time for a quick BTC thread to close out a week where we have historic macro moves helping start the next leg despite all the bearish rhetoric.
2/ Reminder that it wasn't too long before we had this Image
3/ but then we had this Image
4/ and then a few hours later we had this Image
5/ then the basis trade blew up and we had this in 30 yr yields for the largest weekly rise since 1987 Image
6/ while US 10 yr rates went up, German rates were unchanged leading to largest weekly divergence in history Image
7/ and despite this we saw the dollar index (DXY) go down (DXY vs US-GER 10y spread) Image
8/ and the 2 day fall in the DXY was greater than 2.5% for the 4th time since 2010. Image
9/ here is bitcoin reaction from the date of the first one in 2015 Image
10/ and the second Image
11/ and the third Image
12/ and remember the Fed hasn't helped.....yet Image
Image
13/ the global fiat system is breaking into national capitalism which will lead to more debt around the globe as countries focus on their economies in this trade reshuffling. the new global system of exchange will be driven by AI, stablecoins and BTC

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More from @jvisserlabs

Jordi Visser Profile picture
Nov 13
CoreWeave’s Warning: When AI Demand Meets Infrastructure Reality
The AI boom of 2025 reshaped markets. But the next phase won’t be about capital—it’s about concrete.
We’ve entered a supply-constrained revolution.
🧵👇
1/ Today I published a paper for 22V on CRWV and why for me this was an important inflection point in the AI trade. Image
2/ For three years, the trade was simple: bet on AI demand and capex.
Now, that demand is colliding with physical limits.
CoreWeave’s update showed the constraint has moved from capital to execution.
They cut 2025 capex by 40%, not for lack of demand, but because data-center builders missed deadlines.
Read 12 tweets
Jordi Visser Profile picture
Oct 21
🧵 Thread: How AI and Stablecoins Are Rewriting Money

1️⃣
The Clarity Act changes everything.
It’s the biggest monetary overhaul in decades, a bipartisan reset of the financial guardrails that built the modern economy.

It legalizes stablecoins, separates money from credit, and opens the door for AI to move value at machine speed.

Here’s how it rewires money 👇
2️⃣
Our financial system still runs on 1970s plumbing.
Wires take days.
Remittances bleed fees.
Settlement takes “T+3.”

That worked when humans ran the economy.
But AI agents don’t sleep, don’t take weekends, and don’t wait for bank hours.
3️⃣
As Circle CEO Jeremy Allaire said:
“When you deposit a million dollars in a bank, they lend it out 12 times. That’s insane. That’s fractional-reserve banking.”

Stablecoins replace that model with fully reserved, programmable dollars, money that moves like data.
Read 12 tweets
Jordi Visser Profile picture
May 23
1/ Bitcoin is back at all-time highs. Last time up here, talk centered on a strategic BTC reserve. This time, macro stress is pulling in new investors seeking an alternative to a system that’s clearly breaking down.
Thread 🧵
2/ Bessent “The market and the economy have become hooked, become addicted, to excessive government spending and there’s going to be a detox period.”
3/ And now after Moody's downgrade and the Tax Bill, "We can both grow the economy and control the debt. What is important is that the economy grows faster than the debt."

Read 18 tweets
Jordi Visser Profile picture
May 16
🧵 While economists debate a coin-flip recession and investors brace for a retest because “this makes no sense”… something big is happening beneath the surface.

It’s not about tariffs. It’s not about the Fed.

It’s the quiet rise of AI inference — the real story dominating the economy. 👇
2/
 I just listened to a great podcast with Russell Napier making the case for why this is a once-in-a-generation macro pivot.
And I agree with almost everything he said.

But not once did they mention AI or Bitcoin — two of the most important forces shaping what comes next.
3/
 While most are still focused on macro signals that feel outdated… the corporate world has moved on.
In Q1, a major shift took place: the conversation in earnings calls pivoted from AI model training to inference — where AI gets deployed, decisions get made, and demand goes exponential.
Read 16 tweets
Jordi Visser Profile picture
Apr 29
1/
 Since the GFC, gold has quietly outperformed all fiat assets.
At the same time, the non-gold-backed fiat system has entered its final chapters.
But the future won’t be a return to a gold standard or a new global reserve currency.
2/
 Instead, the next monetary system will evolve alongside the digital economy.
Payment rails will be built around stablecoins, with network effects reshaping how value moves globally.
Bitcoin will play a key role — not as a currency, but as a critical store of value.
3/
 In my latest video
Back to the Gold Standard or a New System? The Future is Built on the Digital Economy

I walk through why there’s something in this story for everyone:
•Gold has validated its place.
•Stablecoins are growing fast.
•Bitcoin’s asymmetric upside is tied to network-driven adoption.
Read 7 tweets
Jordi Visser Profile picture
Apr 22
1/Instead of calling this the end of US Exceptionalism, I think this should be called the end of the current global debt backed fiat system. The new system built on the digital economy is where the investments should be and not on the old soon to be replaced system. Thread time
2/As a reminder, the debt is not just a US problem but a global problem that has reached its limits as the OECD Global Debt Report highlights. Image
3/China and the US are the two largest economies in the world with more than half the debt and the Yuan is still pegged to the US dollar. Image
Read 14 tweets

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