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 Billionaire Reveals His Current Investing Strategy
Arthur Hayes argues Bitcoin's weakness reflects AI-driven credit deflation rather than geopolitical risk, advises tracking oil futures spreads to cut through Middle East propaganda, and maintains a 90% Bitcoin allocation while waiting for central banks to inevitably print money to save the banking system from automation-induced unemployment.
What’s Actually Happening To Bitcoin & The Economy Right Now
Jordy Visser argues that despite investor confusion over mixed economic signals, the market is correctly pricing a structural shift driven by AI disruption and persistently higher oil prices. With the Fed unable to fight inflation aggressively due to a weak labor market and housing sector, investors should focus on long scarcity trades like Bitcoin and hardware while avoiding software and abundance plays.
How Global Conflict Is Moving Bitcoin & AI
Matthew Seagull of VANC discusses why his firm is consolidating AI vendors around Anthropic while betting on Bitcoin miners pivoting to high-performance computing, shares predictions on a potential Strait of Hormuz ceasefire around Passover, and reveals how hidden AI infrastructure assets like Aker's stake in Nscale are generating significant alpha.
Bitcoin, Gold & Energy: The Next Massive Wealth Shift
Larry McDonald argues we are entering a secular inflationary regime similar to 1968-1981, where hard assets (energy, copper, infrastructure) will outperform financialized software stocks as fiscal deficits and geopolitical tensions overwhelm deflationary technological forces.