Jordi Visser (@jvisserlabs) 's Twitter Profile
Jordi Visser

@jvisserlabs

22V Research
Watch my videos at youtube.com/@JordiVisserla…
Read my papers at substack.com/@visserlabs

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calendar_today22-03-2022 17:37:57

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Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

Bond panic. Capital controls. Bitcoin at all-time highs. Is this America’s Liz Truss moment? I break it all down—AI, tariffs, long-duration risk, and what’s next. 📺 Watch now: youtu.be/4TROpoMYjxs #Bitcoin #AI #Macro #Markets #Investing

Bond panic. Capital controls. Bitcoin at all-time highs.
Is this America’s Liz Truss moment?
I break it all down—AI, tariffs, long-duration risk, and what’s next.
📺 Watch now: youtu.be/4TROpoMYjxs
#Bitcoin #AI #Macro #Markets #Investing
Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

New Substack: The End of Long Duration AI scales faster than capital. Bitcoin doesn’t wait. And traditional investing—built on patience and time—is breaking. Why long-duration assets are now liabilities, and what replaces them. 🧵 Read here: visserlabs.substack.com/p/the-collapse…

New Substack: The End of Long Duration 

AI scales faster than capital. Bitcoin doesn’t wait. And traditional investing—built on patience and time—is breaking.

Why long-duration assets are now liabilities, and what replaces them.

🧵 Read here: visserlabs.substack.com/p/the-collapse…
Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

The Citi Surprise G10 Index is rallying as data surprises on the upside. At the same time, I don't think people have done the math on the Veo 3 compute needs and that this was a bridge moment for AI into hardware with human reasoning. Time for Materials. FCX/SPX vs Citi G10

The Citi Surprise G10 Index is rallying  as data surprises on the upside.  At the same time, I don't think people have done the math on the Veo 3 compute needs and that this was a bridge moment for AI into hardware with human reasoning.  Time for Materials.  FCX/SPX vs Citi G10
Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

If trade tariffs don’t work, the capital war will likely be the next battlefield. Dollar, Gold and BTC are the assets in the center of the fight.

Dennis DeBusschere (@ddebusschere22v) 's Twitter Profile Photo

🧵 22V Weekly Recap | May 27–30, 2025 1/12 - Executive orders signed this week frame advanced nuclear as national security priority. This is a durable theme in a volatile market - speed up deployment, tap federal uranium, support exports. Not going away. #Nuclear #Energy

Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

Pomp and I go through the week that was for Bitcoin, AI, Veo 3 and the Macroeconomy. Bitcoin Is Invading Wall Street FAST! youtu.be/4i5Dh-O6YhE?si… via YouTube

Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

🚨 The AI job risk is no longer theoretical. Veo 3 just broke GPUs—and it's only the beginning. From trade wars to capital controls, the global economy is being reshaped by AI, Bitcoin, and labor disruption. 🎥 Watch now: youtu.be/Vbps35gyIvg

Shanghai Macro Strategist (@shanghaimacro) 's Twitter Profile Photo

Yuyuantantian, a media outlet affiliated with China’s state broadcaster, just published an article offering Beijing’s perspective on the Trump-Xi call that took place yesterday. The piece sheds light on President Xi’s remark during the call: “The US side should acknowledge the

Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

This week with Pomp, we hit on the chaos of the week and I go through why I think the, major news of this week was how rare earth minerals were ending the trade war. Trump vs Elon: What This Means For Bitcoin youtu.be/Oi3k-0e2A2c?si… via YouTube

Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

This week's video-AI is fueling markets, draining jobs, and reshaping global trade. Rare earths just ended the trade war. The signs of a silent recession are here—and why I believe Bitcoin will surprise to the upside in 2025. 🎥 Watch now: youtu.be/rDn09OXZ_M8

This week's video-AI is fueling markets, draining jobs, and reshaping global trade. Rare earths just ended the trade war. The signs of a silent recession are here—and why I believe Bitcoin will surprise to the upside in 2025.

🎥 Watch now: youtu.be/rDn09OXZ_M8
Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

A year ago I started sharing how I use AI every day. Lately, people keep asking: “How do I get started?” “How do I teach my kids?” I wrote this in response. It’s not about prompts or code. It’s about something you learned as a toddler: talking. 🧠 Brainstorming With the Future:

A year ago I started sharing how I use AI every day. Lately, people keep asking:
 “How do I get started?”
 “How do I teach my kids?”
I wrote this in response. It’s not about prompts or code.
It’s about something you learned as a toddler: talking.
🧠 Brainstorming With the Future:
Shanghai Macro Strategist (@shanghaimacro) 's Twitter Profile Photo

Comparison of China’s Statements Following the Geneva and London Talks: May 12 (Geneva): “The talks were candid, in-depth, and constructive, achieving substantial progress and reaching important consensus.” June 11 (London): “The two sides engaged in candid and in-depth

Comparison of China’s Statements Following the Geneva and London Talks:

May 12 (Geneva):
 “The talks were candid, in-depth, and constructive, achieving substantial progress and reaching important consensus.”

June 11 (London):
 “The two sides engaged in candid and in-depth
Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

Will war stop the bull market? Or are AI and stablecoins too powerful to ignore? Oracle’s blowout earnings, explosive token demand, and the coming power crisis tell the real story. 📉📈💡 Watch the full breakdown → youtube.com/watch?v=5ee25t…

Will war stop the bull market? Or are AI and stablecoins too powerful to ignore?
Oracle’s blowout earnings, explosive token demand, and the coming power crisis tell the real story.
📉📈💡
Watch the full breakdown → youtube.com/watch?v=5ee25t…
Jordi Visser (@jvisserlabs) 's Twitter Profile Photo

In the last few weeks, in my videos I have highlighted how the labor mkt continues to soften. This is not a recession but it is also something not to ignore for markets. When 4 week claims and WARN notices align, it is time to pay attention. AI is great for profits but at the

In the last few weeks, in my videos I have highlighted how the labor mkt continues to soften.  This is not a recession but it is also something not to ignore for markets.  When 4 week claims and WARN notices align, it is time to pay attention.  AI is great for profits but at the