Why Bitcoin WINS No Matter What Happens to Inflation | Jordi Visser

A deep look at AI's explosive compute demand, scarcity-driven investment opportunities (semiconductors, chemicals, Bitcoin), and the security and macro risks reshaping markets.

Key Takeaways

AI acceleration creates global compute and chemical bottlenecks—invest in GPUs, memory, power semiconductors, and chemical suppliers tied to AI packaging and data center buildout.
Enterprise shift to on‑prem and post‑training data services: vendors offering full‑rack hardware, fine‑tuning pipelines, and secure data practices will capture enterprise spend.
Scarcity investing wins: prioritize firms with pricing power, scarce inputs, and monopoly characteristics—follow where institutional capital and funding concentrate.
Macro duality: commodity-driven inflation and software-driven deflation coexist—assets play different roles; Bitcoin can hedge scarcity and shifting liquidity regimes.
Valuation caution: exponential change and headline contracted ARR can mislead—prioritize real cash, upfront revenue, and compute capital needs when assessing AI firms.
Security and trust: expect model‑data breaches and hacking incidents; cryptography, trusted on‑prem deployments, and careful data governance become critical.

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