Jordi Visser, a seasoned macro investor, asserts that Bitcoin is intrinsically tied to AI-driven economic transformation. In his Substack essay, he outlines three key steps—personal awakening, macroeconomic context, and Bitcoin as digital infrastructure—and four accelerating forces: unprecedented monetary intervention, structural deflation from AI, institutional erosion, and Bitcoin’s sovereignty. Visser warns that AI will dismantle legacy financial systems built on debt and scarcity, positioning Bitcoin as a hedge. He cites influences like Michael Saylor and Jeff Booth, framing Bitcoin as an opt-out from a fragile fiat system. Adoption, he predicts, will grow from emerging markets and early adopters before mainstream acceptance. BTC was trading at $104,816 at press time.
about Why Bitcoin Is the Ultimate AI Trade, According to Macro InvestorMarc Andreessen
0 posts last weekVC Warns of US-China AI Dominance Race
Marc Andreessen, co-founder of Andreessen-Horowitz, has raised concerns about the concentration of AI development in the US and China, comparing the rivalry to the Cold War era. In a podcast interview, he emphasized that AI will serve as the primary interface for accessing essential services like healthcare, education, and legal systems. Different regions will likely demand AI models tailored to their cultural and societal norms, further intensifying global competition.
about VC Warns of US-China AI Dominance RaceFartcoin Surges to Top 5 Meme Coins, Nears TRUMP
Fartcoin (FARTCOIN), a Solana-based meme coin, has surged 21% in 24 hours, reaching a $1.08 billion market cap and entering the top five meme coins. It has surpassed Bonk (BONK) and is now just $700 million behind TRUMP, the leading Solana meme coin. Created by the AI agent Truth Terminal, Fartcoin initially soared to a $2.15 billion market cap before crashing during the LIBRA scandal and Trump’s trade war. Since March, it has rebounded by 389%, outperforming Bitcoin (8.7%) and Bonk (3.9%). TRUMP, impacted by trade war policies, has dropped 21.6% in 30 days, while Fartcoin continues its upward trajectory, potentially becoming Solana’s top meme coin.
about Fartcoin Surges to Top 5 Meme Coins, Nears TRUMPEl Salvador Faces IMF Restrictions on Bitcoin Amid Loan Agreement
El Salvador has agreed to new conditions from the IMF as part of a $1.4 billion loan, which restricts government engagement in Bitcoin activities. Key requirements include halting new Bitcoin acquisitions, liquidating the Fidebitcoin trust fund, and making Bitcoin acceptance voluntary in the private sector. Despite these limitations, the country recently added 11 BTC to its reserves, raising its total holdings to approximately 6,100 BTC, valued at around $510 million.
about El Salvador Faces IMF Restrictions on Bitcoin Amid Loan AgreementSenate Hearing Addresses Debanking Issues in the Crypto Industry
The US Senate Banking Committee held a hearing on the controversial issue of debanking in the crypto sector, with industry leaders claiming widespread account closures. Nathan McCauley of Anchorage Digital Bank noted that all attendees at a crypto founders’ meetup reported difficulties in securing banking services. The hearing highlighted tensions between Republicans advocating for clearer crypto banking regulations and Democrats pushing for immediate action against certain financial practices.
about Senate Hearing Addresses Debanking Issues in the Crypto IndustryUS House Investigates Crypto Debanking Amid Federal Reserve Support for Innovation
The U.S. House of Representatives is investigating claims of “debanking” in the crypto sector during the Biden administration, focusing on whether individuals were cut off from financial services due to their political views or industry involvement. Federal Reserve Chair Jerome Powell stated that banks can serve crypto customers if they manage associated risks, signaling a shift in regulatory stance. Meanwhile, Trump has initiated a Presidential Working Group on Digital Asset Markets to explore potential policies, including a national reserve for Bitcoin.
about US House Investigates Crypto Debanking Amid Federal Reserve Support for InnovationDeepSeek Emerges as Competitive Threat to US AI Giants
Nvidia’s shares plummeted 15%, marking a potential historic loss in market cap, as panic ensued over the Chinese firm DeepSeek’s launch of its R1 AI model, which rivals OpenAI’s offerings at a fraction of the cost. This development has raised concerns about the sustainability of the U.S. AI investment cycle and the competitive threat posed by Chinese companies. Major tech stocks, including Microsoft and Tesla, also experienced significant declines, reflecting investor anxiety about the shifting landscape in AI technology.
about DeepSeek Emerges as Competitive Threat to US AI GiantsDeepSeek Launch Causes Major Stock Market Turmoil and AI Industry Concerns
The S&P has surged 201% over the past decade, outpacing China’s CSI 300 index, which fell 8%, and Europe’s Stoxx 600, which gained 33%. A recent selloff was triggered by the emergence of DeepSeek, a Chinese AI firm, whose low-cost generative AI model poses a competitive threat to U.S. tech giants like OpenAI and Nvidia, raising concerns about the sustainability of the American AI investment boom. Analysts are divided, with some warning of overhyped fears while others highlight the potential disruption DeepSeek could bring to the market.
about DeepSeek Launch Causes Major Stock Market Turmoil and AI Industry ConcernsDeepSeek Launch Challenges US Tech Giants and Sparks Stock Market Panic
DeepSeek’s launch of its advanced reasoning model, R1, has triggered a significant selloff in U.S. tech stocks, with the S&P 500 down 1.5% and Nvidia suffering a historic $589 billion loss in market cap. The Chinese startup’s model, developed at a fraction of the cost of American counterparts, poses a competitive threat to major players like OpenAI and Meta, raising concerns about the sustainability of the U.S. AI investment boom. Analysts warn that DeepSeek’s emergence could signal a shift in the AI landscape, challenging the dominance of American tech giants.
about DeepSeek Launch Challenges US Tech Giants and Sparks Stock Market PanicChinese startup DeepSeek disrupts markets and reshapes AI investment landscape
DeepSeek’s mobile app surge has triggered a market panic, prompting investors to reevaluate AI projects amid significant losses in major tech companies. While some fear ongoing declines, experts suggest this breakthrough could ultimately enhance productivity across various sectors. The White House attributes the rise of foreign competitors to domestic innovation stifling, highlighting the ongoing debate over AI’s future in the economy.
about Chinese startup DeepSeek disrupts markets and reshapes AI investment landscapeDeepSeek’s AI Breakthroughs Pressure Nvidia and Tech Stocks on Wall Street
DeepSeek, a Chinese AI startup, is causing turmoil on Wall Street with its low-cost AI app that rivals OpenAI’s ChatGPT, leading to significant stock declines for major tech companies like Nvidia, which saw a historic 17% drop. Investors are concerned about the implications of DeepSeek’s technology, which reportedly requires less energy and investment compared to U.S. counterparts, prompting fears of overvaluation in the tech sector. The app, available in the U.S., quickly became the top download on Apple’s App Store, further intensifying scrutiny on the AI market.
about DeepSeek's AI Breakthroughs Pressure Nvidia and Tech Stocks on Wall StreetDeepSeek Launches Competitive AI Model Sparking Panic in US Tech Stocks
A significant selloff in U.S. tech stocks was triggered by the release of DeepSeek’s low-cost AI model, which rivals OpenAI’s offerings. Major companies like Nvidia and Broadcom saw steep declines, raising concerns about the sustainability of the AI investment cycle amid increasing competition from China. Analysts warn that this development poses a serious threat to American tech giants’ dominance in the AI market.
about DeepSeek Launches Competitive AI Model Sparking Panic in US Tech Stocks