Jordi Visser
@jvisserlabs
22V AI Macro Nexus at
Watch my videos at
Read my papers at
746 Following 274K Followers
This week we connect fundamental importance of Muse to the Guardrails, the impact of tokenization to M2 and the great book by Peter Lynch on finding under covered investment areas by Wall Street sell side and under invested by Walk Street buy side. FOMO is building.
Show more
Jordi Visser is on the front lines talking to Wall Street investors every day.
He says massive FOMO is building up for them to get into the bitcoin & crypto trade.
"There is no doubt in my mind."
Do you agree with @jvisserlabs?
Show more
Another week, another surge for my tokenized crypto ecosystem index. BTC broke key resistance and has held above this week while the ecosystem continues to lead. In a bad stock market breadth story, 44/46 in the index above the 50 day mvg avg and 40/46 above the 200 day mvg avg. The bull market is gathering steam as AI agents drive the app store moment for the financial guardrails.
Show more
If there has been widowmaker trade in US equities since the launch of the iPhone it has been trying to fade the QQQ over IWM trade. With MAG7 breaking out to new all time highs, the beginning of the next stage of AI with consumer agents and IWM suffering from fears over rates and oil, the Breadth warnings are everywhere. Long 7 companies vs short 2000 (1/8 the market cap!) equals bad breadth. The market structure has changed with the digital economy and it is accelerating now with AI. Adapt or die.
Show more
Thanks! I am glad to have you as a subscriber and friend!
👀 I am lucky enough to be a subscriber to @jvisserlabs and had the chance to watch his brand new crypto video last night! It was fantastic and I highly recommend it. 🔥🔥🔥👇
Great time meeting everyone and presenting at Freedom Tech the last three days in DC. While there, Marty and I got a chance to sit down at Pubkey and go through the AI plus Crypto connection and why tokenization changes everything in the macroeconomic and investing landscape. Thanks Marty and Freedom Tech and the community.
Show more
TFTC 795 w/ @jvisserlabs: "We're about to unleash the 900 trillion in liquid form. That's what tokenization is. And the Ponzi scheme then ends."
We discuss:
⚡ The $900T Ponzi hiding in the fiat system
⚡ Why the next crisis may never come
⚡ What actually sends Bitcoin to $1M
Show more
There are some moments like Game four Knicks this year where you remember exactly where you were for a moment of your life. This was a moment for me as a 19 year old. It will be a memory forever. Brings chills every time. Like the Knicks, a good one!
Show more
1986 World Series. Bottom of the 10th
Vin Scully on the call
From a community perspective, Rich LoPresti has been a big supporter and more importantly, has Knicks and Crypto as the first two mentions in who he is. Let’s make it happen! Come on GalaxyBrains!! Reach out! I’m in no matter how busy. Community first!
Show more
Love to see @jvisserlabs on @intangiblecoins GalaxyBrains Podcast. Being Galaxy’s Head of Research and hosting the podcast, the crypto conversation between Alex and Jordi (with his new crypto index and AI/Crypto convergence views) would be next level 🔥🔥🔥
Show more
Tomorrow is the launch of the first crypto video on the subscriber site titled Crypto: Why Now? Same format as my weekly YouTube scanning the AI Crypto Macro Nexus but focused on the merge of AI agents and crypto. This year was about the AI infrastructure needed for compute to get to AI agents. Now it is about the Financial Guardrails the agents need to transact as the Ghost Rails light up with users. Tomorrow begins my goal to educate and increase awareness on the new financial guardrails for the new faster system. Long speed, short friction.
for more information
Show more
Not when you do a little more research to see if there is a conditional side to the stats. These are bear market rally stats as QQQ is just off all time highs. Seems when you add a little conditional filter, they may have an agenda for eyeballs. Maybe not but maybe. Signal or noise?
Show more
Wow. This was crazy one.
As promised
Why tokenization + AI will shift the macro debate from money supply to money velocity.
When Wealth Becomes Money: Why Crypto Matters for Economists
As Steve Jobs said, "here's to the crazy ones" - Think Different
Show more
In DC today to speak at Freedom Tech tomorrow. Here are my notes to prepare. Long speed, short friction is the trade for the rest of time as enterprise and consumer agents converge to accelerate disruption and rail usage. Time to learn about how to stay relevant as a worker and investor. Break the friction (stubbornness) in your head and adapt. Time is speeding up.
Show more
Thanks Bill. We are on the same page. The response from people on tokenization changing M2 has led to demand for reading the whole paper. Later today, I will release the paper on Substack for anyone to see.
Show more
Great read.
Tokenization is the new money
AI wants decentralized transaction rails.
I'm here for all of it.
Another big day for Crypto. My ecosystem tokenized index continues to lead BTC and is now through the highs back in Nov. The price that day was 107k for BTC so ecosystem is still driving. Meta up big today along with the Mag7 breaking out as the personal AI agent fueled rally is dominating helping the rails. Here are the statistics at today's close for the breadth of crypto index. Tomorrow Ghost Rails paper goes out and Weds the Why Now Crypto video goes out as the educational side of crypto for AI Crypto Macro Nexus launches. The index names will go up on the site Weds as well. visit or for more info.
Show more
Still three months until Christmas and they were able to bring out my Santa Claus analogy for Why Bitcoin has a belief moat. Thanks to @BitcoinMagazine and @watchbmtv for the fun conversation today as BTC continues its agentic driven rally.
Show more
Jordi Visser: Only three things have ever cleared the moat of belief... religion, gold, and Bitcoin.
"It's the Santa Claus effect. It's really hard to get hundreds of millions of people to agree on anything."
Show more
These are the three publications going out the next three days for those looking to benefit from the AI Crypto Macro Nexus point we are at now. This will explain Why Now. If you waited too long to understand AI, don't repeat the same thing with the rails needed to support the new agentic economy as the swarms have arrived.
Show more
Good recap of this week’s video for those of you have not seen it yet. The crypto content for subscribers launches this week with papers on M2 changing from money to wealth, Ghost Rails about AI agents as the users showing up now and the first crypto video titled Why Now which shows why the biggest up cycle of crypto is starting now imo.
Show more
Best video yet from @jvisserlabs!!!
Here are some of the highlights courtesy of Hal 9000 and Clippy (@bot).
**Thesis:** Sept–Oct is the crypto inflection he teed up in May–June — crypto was built for AI agents, the ghost-city rails are lighting up, and crypto (as an AI trade) is his highest risk/reward. Equities can grind on wall-of-worry / Mag7 / dead rate–oil sensitivity, but that is secondary to crypto.
1. Crypto×AI is the most important macro trade now — the long-forecast Sept–Oct inflection is here. [01:20](
2. Crypto was never for humans; AI agents are the real users, so the “why now” finally works. [08:07](
3. Ghost city filling: crypto rails are built and will light up as agents arrive. [07:25](
4. Best R/R for the next year is still crypto over AI equity names. [27:36](
5. His 46-name crypto index broke yearly highs with broad breadth — beginning bull market. [06:44](
6. Tokenization / on-chain velocity replaces the old M2 liquidity story. [08:48](
7. Crypto has entered the “rates don’t matter” innovation phase. [48:38](
8. Tokenized stocks + longer trading hours open the rails (“if you build it, they will come”). [49:18](
9. Leopold’s automated-researcher inflection is here early — that is why crypto matters. [09:29](
10. Extreme AI bearishness + low VIX + structural bull historically favors long equities. [28:15](
Show more
The market didn’t crash. Humanity didn’t die. Crypto broke out.
This week gave investors almost every excuse to panic: AI extinction headlines, oil surging, 10-year yields back near 2007 levels, and a hawkish Fed hike.
Bears jumped to the highest level since the tariff panic and yet the S&P barely moved.
Meanwhile, my 46-name crypto ecosystem index broke to new highs for the year.
The bigger story is being missed.
Crypto spent 16 years building the rails before the users arrived. The next stage of the AI trade is here with the rise of AI swarms. Humans were never meant to be the crypto users. Agents were.
The ghost city is starting to fill.
And next week, I’m finally releasing the long-awaited crypto video and research laying out why now, how the ecosystem fits together, and where I think the opportunities are.
New video: The Market Didn’t Crash, Humanity Didn’t Die — But Crypto Just Broke Out
Show more
Pomp and I have been doing these weeklies now for 18 months now. As the AI crypto merge hits the agentic swarms, we cover Why Now in crypto and what to expect from here as traditional investors are forced to understand the next leg of the digital economy and its impact on everything we know today from history. The world is changing quickly.
Show more
Here is the chart of the index making new highs for the year today overlayed with BTC. The ecosystem (fundamental layer) is driving this move as agents come. 10% chance AI kills humanity. 100% chance crypto was built for AI.
Show more
For those watching crypto today and wondering what is happening and why, Here are the daily and MTD percent numbers of the top 10 performers of my Crypto Ecosystem Equal Weight Index. None of these are BTC, ETH or SOL. This is the ecosystem responding to the connection to AI. Think when the app store was launched. I begin the weekly crypto videos and research to go through why AI is now boring and why crypto is where AI is moving as agents take over to use the infrastructure built for them instead of humans. Start learning today.
Show more
