Bitcoin & AI Will DOMINATE The Next Rotation
TL;DR
Investor Jordi Visser argues that AI-driven compute scarcity and persistent inflation will drive capital rotation into Bitcoin and semiconductor hardware, while software stocks face continued disruption from agentic AI.
đź“Š Macro & Bitcoin Rotation 3 insights
Bitcoin breakout levels identified
Sustainable bullish momentum likely if Bitcoin trades above $76,000 and Ethereum breaches $2,400, signaling institutional rotation away from stagnant equities.
Elevated inflation ahead
Expect headline inflation potentially reaching 6%—the highest since 2022—driven by energy costs and diesel prices, with no rate cuts priced in for the year.
No recession forecasted
Massive AI infrastructure demand will prevent economic contraction despite sticky inflation, creating an environment where traditional portfolios underperform.
⚡ AI Disruption: Hardware vs Software 3 insights
Software stocks face existential repricing
Traditional SaaS companies including Salesforce, Adobe, and Palantir are being shorted as AI agents make coding ubiquitous and destroy software moats.
Restricted access to superhuman AI
Anthropic's Mythos model is being withheld from public release and restricted to cybersecurity firms and major banks like JPMorgan due to unprecedented hacking risks.
The usage gap widens
Most users treat AI as a search chatbot, while a small group leverages agentic systems for autonomous coding, creating a productivity chasm between adopters and laggards.
🔌 The Infrastructure Bottleneck 3 insights
Compute demand explodes beyond supply
Anthropic added $11 billion in annualized revenue in March alone, reaching $30 billion run-rate, yet faces critical shortages forcing deals with Google's inferior TPUs despite Nvidia's GPU superiority.
Optical fiber and memory shortages emerging
East-west data center traffic demands are driving violent rallies in optical names like Corning and Coherent, while underinvestment in memory creates new supply constraints.
Inference costs threaten democratization
AI agents consume massive compute resources, forcing providers to restrict usage limits and raise prices significantly, making advanced AI accessible only to enterprises with deep capital.
Bottom Line
Position long for scarcity assets—Bitcoin, semiconductor hardware, and commodities—while avoiding or shorting software stocks vulnerable to AI agent disruption.
More from The Pomp Podcast
View all
Bitcoin Is The Only Asset That Survives What’s Coming
VanEck CEO Jan Van Eck identifies distressed opportunities in private credit markets, outlines a strategic approach to gold allocation amid deficit concerns, and explains why Bitcoin's rising correlation with tech stocks is stalling institutional adoption despite long-term supply mechanics.
Bitcoin & The Great Financial Reset | Porter Stansberry
Porter Stansberry predicts a historic monetary reset by 2029 driven by Social Security insolvency, arguing that Bitcoin's fair value is $134,000 and that measuring wealth in gold reveals decades of hidden economic decline since the 2000 peak.
Bitcoin Will Breakout By Summer If This Happens
Jordi Visser analyzes the rapid shift from expected rate cuts to potential hikes driven by oil-supply inflation, predicting a coordinated summer breakout across precious metals, Dogecoin, and Bitcoin while warning of diverging global market correlations and a Federal Reserve constrained by $1.4 trillion in annual debt service costs.
Is AI Taking Money & Attention Away From Bitcoin?
Wedbush tech analyst Dan Ives argues the AI revolution represents a multi-year bull market where the US currently leads China, but warns the industry faces critical headwinds from self-created PR crises around job displacement and regulatory fragmentation that threaten data center buildouts and autonomous vehicle deployment.