Jordi Visser Puts Bitcoin In The Same Bucket As SpaceX, Anthropic And OpenAI, Says ‘None Of Them Make Money’

Jordi Visser grouped Bitcoin, SpaceX, Anthropic, and OpenAI as future-defining assets that do not rely on profits.

• Visser estimated the four were worth about $8 trillion combined, though current valuations put the total closer to $5.3 trillion. 
• He argued that markets are shifting from traditional earnings metrics to "trust and velocity" as key sources of value. 
• Visser also said a dovish Fed hike could be better for equities than a hold as markets wait for the upcoming rate decision. 

Veteran macro investor Jordi Visser said Bitcoin (BTC) is in the same bucket as SpaceX (SPCX), Anthropic (ANTHZZX), and OpenAI (OPEAZZX)—four assets he estimated are worth around $8 trillion combined, none of which turn profits at the moment. 

In an interview with Anthony Pompliano published on Saturday, Visser claimed that the grouping revealed how poorly the markets were positioned. "You have four things. None of them made money, and I threw Bitcoin into it," he said. "That is, $8 trillion worth of things that, in my opinion, are so important to the future. People are still talking about the level of the Fed funds rate and oil," he added. 

However, Anthropic reported a $47 billion revenue run rate in May, and SpaceX had positive adjusted EBITDA in 2025 on a GAAP net loss.