Jordi Visser Warns Betting Against Treasury Intervention Is ‘A Very Dangerous Game,’ Favors Bitcoin Over Equities

• Betting against government efforts to contain Treasury yields is a "very, very, very dangerous game," warned Jordi Visser.

• AI is intensifying competition and making traditional growth and valuation models less trustworthy, he said.

• He said he could see Ethereum potentially outperforming Bitcoin as crypto applications and the wider ecosystem proliferate.

Bitcoin (BTC) investors need to be careful about using traditional economic data and historical models to predict the direction of U.S. Treasury yields, veteran macro investor Jordi Visser said on Sunday.

Visser said governments are increasingly willing to intervene in markets to keep borrowing costs in check. "They're saying they don't want yields to go higher because we have a debt and deficit problem," Visser said, adding that betting against government intervention is "a very, very, very dangerous game."

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Speaking on Treasury Secretary Scott Bessent's decision to double long-end buyback capacity, Visser said, "He's leaning on the Fed because you see multiple storyboards going on, you have to be careful. At best, he says he's a political actor. He's focused on the midterm. This is all noise, guys. This is just stuff going on."