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Jordi Visser, a veteran of the macrofinance world, stated that the era of rapid 7-8 fold gains in the AI sector has stalled, and claimed that global capital and market dynamics will shift to Bitcoin a

Jordi Visser, a veteran of the macrofinance world, stated that the era of rapid 7-8 fold gains in the AI sector has stalled, and claimed that global capital and market dynamics will shift to Bitcoin and digital assets in the next major wave.

In a period where the growth rate of the AI rally has shifted gears due to capital expenditures (capex) and hardware bottlenecks, attention has once again turned to macroeconomic balances and the cryptocurrency market. Speaking on Anthony Pompliano’s show, Jordi Visser, a macro investor with over 30 years of experience and founder of AI Macro Nexus / AI22 Research, argued that the “easy money” era in AI is over and that it’s Bitcoin’s turn in capital rotation.

Jordi Visser pointed out that the aggressive valuations seen in AI infrastructure investments and large language models (LLMs) have reached saturation point. Stating that the high interest rate environment and physical hardware limitations such as chip and memory shortages are putting pressure on company margins, Visser made the following assessment:

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Visser noted that giants like Google and Anthropic are burning significant capital trying to build infrastructure, but profitability is delayed due to physical limitations, which he said would drive investors towards alternative macro assets.



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a rare reminder of the meme coin mania from a few years ago, Shiba Inu's largest native token has rocketed by over 35% today to mark a two-month peak.

PEPE is the other big gainer from the meme coin niche, surging by 9.6% daily and 26% in the past month. Dogecoin has risen by 5.8% to $0.073. VVV sits among the meme coin gainers, surging by 12% to $14.5. AVAX has pumped by 9% as well.

The rest of the larger-cap alts have posted significantly more modest increases. ETH is close to $1,900 after a 1.5% jump, XRP is back at $1.10, while HYPE is up by 2.5%, but it still trades below $60. ZEC and CC are also in the green.

The total crypto market cap has increased slightly since yesterday, but it's still below $2.3 trillion on CG

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