Bankless
Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats
Apr 27, 2026
· 1h 59m
Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital toward scarce assets, with Bitcoin at the center of that shift. We get into his “AI is the new QE” thesis, the scarcity-versus-abundance portfolio, why the S&P may struggle in an AI regime, what a more muted Bitcoin cycle looks like, and where he still sees upside across the rest …
Buffering from publisher…
Audio streamed from the publisher — STT.ai does not host podcast files.
Acest episod nu a fost încă transcris
Folosește STT.ai pentru a transcrie acest episod cu AI. Obțineți textul corect cu detectarea speaker, timelor orare și export în mai multe formate.
Detecție speaker
Ora temporală la nivel de cuvânt
Exportul ca SRT, TXT, JSON