The Bitcoin Rotation No One Sees Coming | Jordi Visser

A wide-ranging conversation on AI-driven market disruption, rotation into scarce assets like Bitcoin, practical HRV health tracking, and crypto tax/custody solutions.

Key Takeaways

AI will permanently reshape S&P 500 firms by 2030; hyperscalers face structural risk despite profits, and $650B in data-center spending could trigger rapid market repricing and panic.
If hyperscaler revenues slip, equity compression will accelerate: hedge funds’ monthly marks and 10% loss-triggered risk cuts can force swift deleveraging within weeks.
Bitcoin may outperform if software investing falls; expect rotation from code-based growth to scarce/physical assets — watch a possible $40,000 test or consolidation here.
Advanced AI models and agent swarms can breach systems and expose software vulnerabilities; recent safety-staff departures and resignations heighten operational and security risk.
Use AI daily to improve investment research and work: automate analysis, surface mistakes, identify knowledge gaps, and prepare for accelerating recursive self-improvement.
Monitor HRV (Oura ring) to detect sharp drops as immune-response warnings; for crypto operations, SUM automates cost-basis and 1099-DA reports, while Abra offers custody, trading, yield, and crypto-backed loans.

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