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Jordi Visser: The Most Profitable Phase of the AI Trade May Be Over. Is Crypto Next? On July 25, 2026, veteran macro investor Jordi Visser @jvisserlabs said on Anthony Pompliano's show that people are increasingly accepting a new reality: Bitcoin is not a global currency, it
On July 25, 2026, veteran macro investor Jordi Visser told Anthony Pompliano that the most profitable phase of the AI trade appears to be ending and suggested that the next big opportunity could be cryptocurrency, noting that more people now accept that Bitcoin is not a global currency.
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What happened
On July 25, 2026, veteran macro investor Jordi Visser told Anthony Pompliano that the most profitable phase of the AI trade appears to be ending and suggested that the next big opportunity could be cryptocurrency, noting that more people now accept that Bitcoin is not a global currency.
Confirmed
Global impact / market context
If investors shift focus from AI to crypto, capital could flow into digital assets, potentially raising Bitcoin’s price and increasing funding for blockchain projects, while also influencing how funds allocate risk across emerging technologies.
Analyst inference
The AI sector has recently seen slowing returns after a rapid growth spurt, prompting investors to search for new high‑growth areas. Crypto, despite volatility, remains a prominent alternative, and sentiment about Bitcoin’s role is evolving among both retail and institutional participants.
Analyst inference
What to watch
- Changes in institutional crypto allocations, especially any increase in Bitcoin exposure, as investors look for the next high‑return asset class. Proposed
- Regulatory developments that could clarify Bitcoin’s status, influencing whether it can be used more broadly beyond a speculative store of value. Proposed
- Performance of AI‑related stocks and funds; a continued slowdown may accelerate capital movement toward cryptocurrency markets. Proposed
Affected assets
- BTC — Bitcoin