Experienced Wall Street investor Jordi Visser warned through X that market headlines about tariffs are covering up a deeper secular turn – a man who, in his opinion, is already accelerating the repricing of every long-term asset and handing it to bitcoin is the end of history.
Visser, whose three decades of résumé spanned the trading table from Salomon Brothers to $25 billion multi-strategy funds, now helps turn and opens up his topic with provocation: “Everyone is talking about tariffs. But what if I tell you they’re just noise and the real economic shift has begun?”
Bitcoin’s “quiet rise”
Investor arguments begin with the composition of the U.S. economy. “Most people still think tariffs will trigger recession. But the United States is a service-based economy – $14 trillion of services, and $2.3 trillion of goods. The work of commodity production? Since 1965, despite 150 million people, the people have since 1965.” In other words, Visser believes that the traditional script for tariff recession failed to capture where modern economic sensitivity actually exists.
Instead, he pointed out overseas and picked out the recent fluctuations in the new Taiwan dollar. “The real canary in the coal mine? Taiwan dollar. It has just taken the fastest move in decades. This marks a massive shift: Asia may abandon its $2.5 trillion dollar reserves. The era of dollar privilege is coming to an end.” For Visser, this forward-looking demarcation is not an abstract concern in a foreign-controlled treasury, but a mechanical source of mechanical upward pressure. “The loss of reserve currency situation = interest rates rise. Why? No more manual demand for Treasury bonds. Even with the cuts in the Fed, interest rates are still rising.”
He believes that higher borrowing costs are the hardest land for cash flow realization. The breakthroughs in artificial intelligence have exacerbated the challenges, which makes it harder for long-term business models to justify sublime multiples while accelerating competitive disruption. “Any asset based on a future valuation is now hurt by rising interest rates and index AI,” Visser said, adding that Venture Capital, Private Equity and the big Tech (who once won the winner in the slow world) are now vulnerable. ”
In this context, Bitcoin is a beneficiary of surprises. Visser highlighted “19 consecutive days of ETF inflows,” growing institutional allocations, and even “state-level reserves,” as evidence that digital assets are maturing digital assets as macro-craving tools like traditional interest rate system hubs. He summed up the differences bluntly: “The old system sways, Bitcoin is soaring…but no one is watching. It’s your signal.”
The final information of threads fuses two technical vectors Visser now the most important. “AI is expanding faster than Moore’s Law. Bitcoin is quietly becoming a global reserve asset. And, the financial system is being rebuilt in real time. Stop looking at the tariffs in the 1900s and start looking at the next step.”
Visser stopped predicting target levels of Bitcoin’s specific price or U.S. yields, but his framework means a world of structurally higher real interest rates and rapidly developing AI capabilities tend to tend to be scarce, non-claiming the core risk balance.
At press time, BTC traded at $104,718.
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