Macro investor Jordi Visser on Wednesday said the U.S.’ yen intervention signals the government is in financial trouble—and Bitcoin (CRYPTO: BTC) is his top bet to capture the money printing that follows.
Why Visser Calls Bitcoin The Purest AI Trade?
Visser outlined in the Wolf Of All Streets podcast that Bitcoin and AI intersect not because they move together short term but because AI will disrupt every business on earth over the next five years.
As disruption spreads across industries, people increasingly seek assets that remain resistant to change, and Bitcoin’s fixed scarcity makes it a natural choice.
According to Visser, the coming wave of AI deflation will drive the cost of goods and services toward zero.
In that environment, investors focus more on preserving value against deflation than inflation, and Bitcoin’s fixed supply gives it an advantage.
Why Visser Sees Yen Intervention As A Major Bitcoin Signal?
Visser noted the Treasury’s decision to intervene in the yen signals printing is beginning. The U.S. carries enormous debt, a worsening deficit, and rapidly growing AI capital needs.
The government cannot raise rates because interest expense already exceeds defense spending, leaving the only option as running the economy hot and hoping AI productivity catches up.
“The intervention in the yen is the signal that the U.S. is in trouble,” Visser said. “And I don’t think the pressure on the yen is going to go away.”
Treasury Secretary Scott Bessent’s call for the Fed to raise the FIMA repo facility cap is the blueprint, Visser argued.
