How AI Could Take Bitcoin to $1 Million | Jordi Visser

Jordi Visser, a 30-year veteran of traditional investing who left Wall Street to focus on the intersection of AI and crypto, argues that the market is missing the most important dynamic of our era: AI's deflationary speed will destroy the value of the $900 trillion in incumbent fiat assets, forcing capital into the crypto ecosystem—and Bitcoin will be the ultimate beneficiary, with a market cap of at least $33 trillion by 2035.

The "Folding" Moment Everyone Misses

Visser's framework starts with a reinterpretation of Michael Saylor's Bitcoin pivot. Most people see Saylor's move as a savvy bet on debasement. Visser sees it as something far more profound: Saylor "folded." He admitted his business was a melting ice cube—a $500 million cash pile being slowly destroyed by the inability to compete with Microsoft's technology. "Human beings don't like to fold, especially if they built their own business," Visser says. Saylor's genius was recognizing that the old corporate ladder—borrow capital, hire employees, grow—was broken. Visser argues that this trapped feeling is now universal. "There's only seven companies working. How do the other billions of individuals compete with seven companies?" The answer Saylor found was Bitcoin, and Visser believes every individual and business needs to think of their own balance sheet the same way.

Why the $900 Trillion Hasn't Moved—Yet