Bitcoin Beats Almost Every Major Asset Over 10 Years, Now Visser Calls It An ‘Anti-Decay’ Hedge

Investors should hold a significant Bitcoin (BTC) position not just for speculative upside but as an "anti-decay" hedge against the erosion of returns across the fiat assets they already own, according to macro investor Jordi Visser.

In a conversation with Anthony Pompliano on Saturday, Visser argued that AI-driven competition was compressing “multiples” across every traditional growth asset, leaving Bitcoin, with its fixed supply and no competitors, as the natural place for capital escaping that decay.

"It's time to be loud again," Visser said.

The 'Anti-Decay' Thesis

The Wall Street veteran suggested that older investors who have already built their fortunes should hold a significant Bitcoin position as an "anti-decay" hedge. For younger investors, Visser said Bitcoin "breaks all of this stuff" because it functioned simultaneously as a hedge against abundance and time, and a growth asset in its own right. He said it needs to sit in the growth bucket of a portfolio, not the one-to-two-percent allocation that cautious advisors typically recommend on television.

Visser said he had personally shifted his overweights toward the "scarcity trade,” Bitcoin, silver and precious metals, while maintaining smaller positions in AI infrastructure. He reiterated his view of Bitcoin as "the purest AI trade."