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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
Apr 9
1/ Bessent says "NORMAL DELEVERAGING IN BOND MARKET, NOTHING SYSTEMIC"
Trump says "THIS IS A GREAT TIME TO BUY!!!"

ok kids, time for a story thread down memory lane of how a debt leveraging sounds in hindisght from leaders
2/
 Ben Bernanke (Fed Chair, March 2007):
“The impact on the broader economy and financial markets of the problems in the subprime market seems likely to be contained.”
3/
 Hank Paulson (Treasury Secretary, April 2007):
“All the signs I look at show the housing market is at or near the bottom.”

This was one year before Bear Stearns and 18 months before Lehman.
Read 16 tweets
Jordi Visser Profile picture
Mar 6
1/ As I listen to more and more podcasts try to explain the master plan behind this austerity attempt, the markets are reminding me the Mike Tyson line again with trying to deflate this debt bubble, everyone has a plan until they get punched in the face.
2/ It historically starts with whenever "smart" people suggest hurting Wall Street to help Main Street. It usually ends the same way—more money printing and unintended consequences.
3/ When the debt to GDP of the country grows from 30% to 120% since 1982 but the Stock Mkt cap grows from 40% to 211% in that same period, Main St and Wall St become one.
Read 12 tweets
Jordi Visser Profile picture
Mar 3
1/ I'm hearing a lot lately on podcasts about solutions focused on reducing government spending through tariffs and austerity. Many suggest pain needs to be felt—stock market declines included—as a necessary medicine. They claim it will primarily hurt the wealthy, but this ignores the broad reality of the problem.

thread
2/ In an economy where wealth distribution is extremely unequal, and most Americans live paycheck to paycheck, these 'painful' solutions disproportionately impact median-income voters. In 2024, the median age of a homebuyer rose to 58—a stark sign of declining affordability and shrinking economic mobility.
3/ Everyone's focused on the U.S. fiscal deficit today, but few pay attention to the deeper, structural crisis beneath: our exploding debt-to-GDP ratio, wealth inequality, and accelerating entitlement obligations which prevent too much tinkering.
Read 13 tweets
Jordi Visser Profile picture
Mar 2
Just read Stripe’s 2024 annual letter.

It’s a must-read for anyone in BTC and crypto. 🚀

It reveals how AI, AI agents, and stablecoins are merging into a single unstoppable force for digital finance and payments.

This is the next phase of the digital economy. 🧵⬇️
1/ $1.4 trillion.

That’s how much businesses processed on Stripe in 2024—up 38% YoY.

Stripe is now handling 1.3% of global GDP. A staggering number that shows the exponential growth of digital payments in an AI-driven world.
2/ Stripe is more than just a payments company—it’s an indicator of where the digital economy is going.

AI companies are scaling revenue faster than ever
AI agents are now making purchases
Stablecoins are becoming core to financial infrastructure
This is the future of money.
Read 13 tweets
Jordi Visser Profile picture
Feb 14
1/ I think it is time for the next leg higher in Bitcoin based on how traditional markets have traded in a busy macro week. Let me explain.
2/ We ended last week with new tariff threats. Before we got the details, this happened. The CPI report showed clearly that inflation is not dead with the Core MoM higher than any month in 30 years outside of Covid. Image
3/ After an election where Trump was thought to be better able to control inflation, adding tariff inflation at this time is risky. At the same time, aside from gas at the pump I can't think of something more important to everyday purchases than the American favorite of bacon, egg and cheese with a coffee.Image
Read 16 tweets
Jordi Visser Profile picture
Jan 17
1/ China released more data last night which show that the stimulus that began in September is working to at least put a floor in the economy. With bearish sentiment in the US around the dollar and rates moving higher, people are forgetting China's importance to the regime.
2/ In the US our economy and sentiment is driven by the SPX. In China the housing market plays that role so this trend in house prices YoY is not something to ignore given it turned in Sept at the beginning of their "line in the sand." Markets move off rate of change and this is upward.Image
3/ As I posted yesterday, M1 just had its largest qtrly rise since 2016. China's M2 is twice the size of the US so any rise in money supply in China is a liquidity injection to the world. Image
Read 7 tweets

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