AI Boom's Easy Money Era Over; Capital Set to Shift to Bitcoin, Says 30-Year Macro Investor

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According to Jordi Visser, a 30-year macro investor and founder of AI Macro Nexus who recently appeared on Anthony Pompliano's show, the era of rapid 7-8 fold gains in the AI sector has stalled due to capital expenditure pressures and hardware bottlenecks. Visser argued that global capital will now shift towards Bitcoin and digital assets, stating: "The 'easy money' trading model in AI has come to an end. Capital is now seeking new avenues in terms of risk-return balance." He added that Bitcoin, despite trading 50% below all-time highs, shows resilience and that future integration between AI and cryptocurrency networks will create sustainable demand for Bitcoin through autonomous AI agents utilizing crypto infrastructure for micro-payments and data transfers.
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