discussion<\/a> with a bold statement: \u201cEveryone\u2019s fixated on tariffs. But what if I said they\u2019re merely background noise while a real economic transformation is taking place?\u201d<\/p>\nThe \u2018Silent Ascendance\u2019 Of Bitcoin<\/h2>\n
Visser’s analysis starts with the structure of the US economy. \u201cMany still think tariffs could lead to a recession. However, the US economy is predominantly service-based\u2014over $14 trillion in services compared to $2.3 trillion in goods. Jobs in manufacturing have been stagnant since 1965, despite a population increase of 150 million,\u201d he explained. In his view, the conventional narrative surrounding tariffs and recessions misses the mark regarding the current economic sensitivities.<\/p>\n
Instead, he turns his attention to international markets, particularly the fluctuations of the New Taiwan dollar. \u201cThe true warning sign? The Taiwan dollar. It recently experienced its fastest shift in decades. This indicates a major transition: Asia might be unwinding $2.5 trillion in dollar reserves. The age of dollar dominance is coming to an end.\u201d To Visser, this potential reduction in foreign-held US Treasuries poses a real threat, creating upward pressure on interest rates. \u201cShedding reserve currency status equals increased interest rates. Why? It leads to a decrease in artificial demand for Treasuries. Rates are climbing even with Fed rate cuts,\u201d he pointed out.<\/p>\n
He argues that rising borrowing costs particularly impact assets whose cash flow is expected much later. Breakthroughs in artificial intelligence exacerbate this situation, making it difficult for long-term business models to maintain high valuations while accelerating competitive challenges. \u201cAssets that depend on future valuation hopes are now being negatively affected by rising rates and rapid AI advancements,\u201d Visser noted, cautioning that venture capital, private equity, and large tech firms\u2014once seen as beneficiaries of low-interest environments\u2014now face increased vulnerability.<\/p>\n
In this environment, Bitcoin stands out as an unexpected winner. Visser pointed to \u201c19 consecutive days of ETF inflows,\u201d increasing institutional investments, and even \u201cstate-level reserves being established\u201d as indicators that Bitcoin is evolving into a macro-hedge just as the traditional rate system transforms. He concisely stated the disparity: \u201cWhile the traditional system struggles, Bitcoin is thriving\u2026 Yet very few are paying attention. That’s your cue.\u201d<\/p>\n
His concluding remarks intertwine the two technological trends he deems critical today. \u201cAI is advancing at a pace quicker than Moore\u2019s Law. Bitcoin is gradually securing its position as a global reserve asset. Meanwhile, the financial infrastructure is being reconstructed in real time. Shift your focus from outdated tariff discussions to what lies ahead.\u201d<\/p>\n
Though Visser refrains from predicting specific Bitcoin prices or US yield levels, his perspective suggests that a landscape of consistently elevated real rates and swift advancements in AI favors scarce, non-sovereign forms of collateral.<\/p>\n
As of the latest update, BTC was valued at $104,718.<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Seasoned Wall Street investor Jordi Visser has shared insights on X, indicating that news surrounding tariffs is overshadowing a significant economic transformation\u2014one that he believes is already speeding up the revaluation of long-term assets and providing Bitcoin with unprecedented momentum. With a career spanning over thirty years in prominent trading firms, including his current role […]<\/p>\n","protected":false},"author":14,"featured_media":31294,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"slim_seo":{"title":"Bitcoin's Subtle Surge Starts Now, Claims Wall Street Expert - Bitrabo","description":"Seasoned Wall Street investor Jordi Visser has shared insights on X, indicating that news surrounding tariffs is overshadowing a significant economic transforma"},"footnotes":""},"categories":[316],"tags":[3618,448,5622,1152,2085,3174,1963],"class_list":["post-31293","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crypto-news","tag-begun","tag-bitcoin","tag-quiet","tag-rise","tag-street","tag-veteran","tag-wall"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.bitrabo.com\/discover\/wp-json\/wp\/v2\/posts\/31293","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bitrabo.com\/discover\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bitrabo.com\/discover\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bitrabo.com\/discover\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bitrabo.com\/discover\/wp-json\/wp\/v2\/comments?post=31293"}],"version-history":[{"count":0,"href":"https:\/\/www.bitrabo.com\/discover\/wp-json\/wp\/v2\/posts\/31293\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bitrabo.com\/discover\/wp-json\/wp\/v2\/media\/31294"}],"wp:attachment":[{"href":"https:\/\/www.bitrabo.com\/discover\/wp-json\/wp\/v2\/media?parent=31293"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bitrabo.com\/discover\/wp-json\/wp\/v2\/categories?post=31293"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bitrabo.com\/discover\/wp-json\/wp\/v2\/tags?post=31293"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}