The Real Bitcoin Bear Market Trigger Nobody Wants To Admit | Jordi Visser

AI and crypto are colliding: stablecoins, NFTs, and agentic AI will rewrite payments, provenance, and asset allocation—prepare for major market and societal shifts.

Key Takeaways

Stablecoins already match or exceed card volumes; expect retail stablecoins to disrupt merchant fees and force incumbent payment networks into niche roles.
Agentic AI will transact autonomously; blockchain and interoperable stablecoins are the natural infrastructure for nonstop machine-to-machine commerce.
NFTs migrate from collectibles to utility—on-chain ownership will provide provenance, loyalty, and ticketing solutions that combat AI-generated fakes.
Bitcoin functions as a scarce growth asset and savings vehicle; its next leg up depends on rotation from software, ETF flows, technical breakouts, and liquidity.
AI-driven automation may create deflationary pressure, prompting fiscal and private stimulus; expect labor arbitrage, shifting jobs, and redistributed economic power.
Favor hard assets and commodities—copper, oil, and select Brazilian and polymer/chemical stocks—as AI raises demand for raw materials and manufacturing exposure.

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