bitcoinist.com (nprofile…le2g)
✍️ Veteran Wall Street investor Jordi Visser believes that market-moving headlines about tariffs are masking a deeper secular turn, which is already accelerating the re-pricing of every long-duration asset and benefiting Bitcoin.
👉 Tariffs are masking a deeper secular turn in the economy
👉 The US economy is shifting away from goods production and towards services
👉 The New Taiwan dollar's recent volatility signals a massive shift
👉 Foreign-held Treasuries may be unwinding, leading to rising interest rates
👉 Bitcoin is emerging as a macro-hedging instrument
👉 Higher real rates and rapidly advancing AI capabilities are tilting the risk-reward balance towards scarce, non-sovereign collateral
#JordiVisser #Taiwan #technology
quotingbitcoinist.com (nprofile…le2g)
nevent1q…vflt
Veteran Wall Street investor Jordi Visser warns via X that market-moving headlines about tariffs are masking a deeper secular turn—one that, in his view, is already accelerating the re-pricing of every long-duration asset and handing Bitcoin an historic tail-wind. Visser, whose three-decade résumé spans trading desks from Salomon Brothers to the $25 billion multi-strategy fund […]
https://bitcoinist.com/quiet-rise-bitcoin-has-begun-wall-street-veteran/