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Macro investor Jordi Visser indicated on Wednesday that the U.S. government’s recent intervention with the yen suggests financial instability, and he considers Bitcoin as the prime investment to benefit from the looming monetary expansion.
Why Does Visser View Bitcoin as the Most Authentic AI Trade?
Visser discussed during the Wolf Of All Streets podcast that the connection between Bitcoin and AI isn’t based on their immediate market movements, but rather because AI is set to transform all industries globally within the next five years.
As industries face disruption, investors are increasingly attracted to assets that can retain their value amidst changes, making Bitcoin’s limited supply a compelling option.
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Visser believes that a forthcoming wave of deflation driven by AI advancements will push the prices of goods and services close to zero.
In such a scenario, investors will prioritize protecting their wealth against deflation rather than inflation, giving Bitcoin a significant advantage due to its fixed supply.
Why Does Visser Interpret Yen Intervention as a Strong Signal for Bitcoin?
Visser pointed out that the U.S. Treasury’s action to intervene with the yen indicates the onset of monetary printing. The nation is facing considerable debt, a growing deficit, and escalating capital requirements for AI initiatives.
Given the current situation, the government cannot raise interest rates, as the interest expenditure surpasses defense spending, leaving only the choice to stimulate the economy and hope for advancements in AI productivity.
“The yen intervention signifies that the U.S. is in a precarious position,” Visser stated. “I doubt the pressures on the yen will ease.”
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Treasury Secretary Scott Bessent suggested increasing the FIMA repo facility cap, which Visser interprets as a strategic plan.
Japan leverages its U.S. Treasury holdings through the Fed, obtains dollars, purchases yen, and allows the Fed to create those dollars. He drew parallels to events following the SVB incident.
When Will Bitcoin Experience a Surge and Why Hasn’t It Yet?
Visser pointed out that Bitcoin’s pattern resembles Micron Technology in early 2025, where the potential for AI-related gains was evident but the stock remained stagnant for months before rising significantly within a year.
He is monitoring the 200-day moving average, viewing it as a key threshold for Bitcoin’s movement.
The fact that Bitcoin has withstood selling pressure from Strategy, the Coldcard security breach, declining odds for the Clarity Act, and geopolitical tensions surrounding the U.S.-Iran conflict without faltering is an exceedingly positive sign, according to Visser.
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What Other Investments Is He Observing Alongside Bitcoin?
Visser concluded that for a genuine bull market to emerge, Ethereum and Solana must also gain momentum in tandem with Bitcoin.
He is also tracking Dogecoin as a gauge of retail sentiment, remarking that it recently broke above its 20-day moving average for the first time in several months before retracting.
Additionally, he anticipates that 2027 will be pivotal for consumer AI agents engaging in on-chain transactions, which he believes will serve as the most significant catalyst in the crypto landscape to date.
Image: Shutterstock
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Diversifying Wealth Beyond Market Trends
Crafting a robust investment portfolio requires looking beyond one asset or market pattern. Economic cycles vary, market sectors rise and fall, and no individual investment thrives during every market condition. This is why many investors aim to diversify through avenues that allow participation in real estate, fixed-income options, valuable metals, and self-directed retirement accounts. By spreading exposure across various asset classes, managing risk, achieving consistent returns, and building long-term wealth becomes more manageable, without relying solely on one company or industry.
Arrived
With the backing of Jeff Bezos, Arrived Homes facilitates real estate investment with minimal entry costs. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This approach allows everyday investors to diversify into real estate, earn rental income, and accumulate wealth over time without the need to oversee properties directly.
Realberry
Gaining access to institutional-grade real estate has historically posed challenges for individual investors. Realberry provides accredited investors direct access to exclusive real estate opportunities with a seasoned team that has 35 years of experience and $3.4 billion in assets under management, along with $481 million in cumulative distributions paid out to investors as of Q4 2025, according to the firm. The portfolio, comprising 13 million square feet over seven U.S. states, aims for long-term value through acquisitions, development, and management, with its principal often investing alongside clients for aligned interests.
FarmTogether
Farmland has historically maintained its value amid market fluctuations and provided returns that are uncorrelated with stocks and bonds. For accredited investors, FarmTogether facilitates access to premium U.S. farmland starting at $15,000—fully managed and without landlord challenges.
Fundrise
Investments in private real estate and private credit can enhance income stability in portfolios heavy on stocks. Fundrise offers access to diversified private real estate and credit strategies via a user-friendly platform, featuring managed portfolios aimed at generating passive income and facilitating long-term growth.
Mode Mobile
Mode Mobile is transforming smartphone usage by allowing users to earn money through their everyday apps and activities. Instead of platforms retaining all advertising revenue, Mode Mobile redistributes a portion to users who engage with content, play games, and navigate their devices. Recognized as one of Deloitte’s fastest-growing software companies in North America, the firm is expanding a model that converts regular smartphone activities into a revenue stream.
EquityMultiple
For accredited investors interested in diversifying beyond equities and fixed income, EquityMultiple provides access to vetted commercial real estate investments starting at $5,000, with only about 5% of opportunities passing their rigorous due diligence checks.
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