Investors / stance tracking
What Jordi Visser is saying
FollowFollowingUnfollowHead of AI Macro Nexus Research, 22V Research
13 dated public stances tracked since 2024-08-30, most recently 2026-10-22. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jordi Visser's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jordi Visser is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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13
tracked stances
10
themes
0
side flips
2026-10-22
last heard
Returns 90d +9.7% 50% correct · 6 calls · 180d +8.9% 67% correct · 6 calls · 1y +15.6% 67% correct · 6 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2025-07-09 | Em Equities | bullish | +12.0% | +19.4% | +41.0% |
| 2025-07-09 | COPPER | bullish | -8.7% | +7.2% | +10.1% |
| 2025-07-09 | BITCOIN | bullish | +9.1% | -15.7% | -43.3% |
| 2024-12-07 | BITCOIN | bullish | -13.2% | +1.7% | -9.5% |
| 2024-08-30 | Japan Equities | bullish | -3.2% | -1.9% | +11.2% |
| 2024-08-30 | BITCOIN | bullish | +62.0% | +42.4% | +84.1% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BITCOIN | 4 | 4 bullish | 2026-10-22 | |
| AGENTIC COMPUTE | 1 | 1 bullish | 2026-10-22 | |
| BANKS | 1 | 1 bearish | 2026-10-22 | |
| COPPER | 1 | 1 bullish | 2025-07-09 | |
| DEFENSIVE EQUITIES | 1 | 1 bullish | 2024-08-31 | |
| EMERGING MARKETS EQUITIES | 1 | 1 bullish | 2024-08-30 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
AI agents are the natural native users of crypto for instant settlement, financial guardrails are finally forming, and with the S&P likely flat and bonds/PE not working, crypto is the only cheap, under-owned asset positioned to be the best performer over the…
“I think this will be the best performing asset in the next year, and it's on the tote board at about 100 to 1”
Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
2026-10-22
AGENTIC COMPUTE
bullish
Julia La Roche Show (feed) · video
Demand for agentic AI infrastructure — spanning semiconductors, industrial gas-turbine/battery producers (Caterpillar, Siemens), and chemical companies — is infinite and exponential, and supply will be unable to meet it for at least three years
“the safest place to invest is in the agentic compute side”
Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
AI agents will instantly shift idle deposits to higher-yield alternatives (crypto, Stripe), destroying banks' zero-cost funding spread and triggering multi-year P/E compression analogous to the SaaS multiple collapse
“every year there's going to be more and more news about disruptions from the agentic side, disruptions from crypto”
Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Despite strong earnings growth, multiple compression from AI disruption of traditional business moats will keep the S&P 500 roughly flat over the next year, making it an unattractive return source relative to crypto
“I believe it is very likely that a year from now, the S&P 500 is unchanged”
Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Government money printing and debasement of fiat, combined with AI-driven obsolescence of Mag7 and Fortune 500 incumbents, leaves Bitcoin as the only asset with a durable moat — it cannot be out-innovated because it is a store of value, not an innovation
“Bitcoin is the only game in town to outperform going forward as a store of value”
90d +9.1% · 180d -15.7% · 1y -43.3%
Jordi Visser Believes Stablecoins are the Bridge to the New Financial System
2025-07-09
Em Equities
bullish
Wealthion · video
Stablecoins are forcing greater government fiscal accountability in EM countries, while AI democratizes education and the commodity boom from AI infrastructure spending provides a structural tailwind — combined with a shift toward more libertarian governments…
“I do think stable coins are actually going to help emerging markets without people knowing”
90d +12.0% · 180d +19.4% · 1y +41.0%
Jordi Visser Believes Stablecoins are the Bridge to the New Financial System
Insatiable demand driven by AI data center buildout plus the coming hardware wave for humanoids and robotics creates a structural commodity supercycle that he describes as 'massive'
“The copper story to me is a massive one”
90d -8.7% · 180d +7.2% · 1y +10.1%
Jordi Visser Believes Stablecoins are the Bridge to the New Financial System
Bitcoin is a scarce digital store of value bridging the physical and digital economy, with a network effect that compounds as AI accelerates digital-economy adoption among the younger demographic already on board
“I have focused on bitcoin as the store of value bridge between the physical world and the digital economy”
90d -13.2% · 180d +1.7% · 1y -9.5%
Market Recap: Bitcoin, Trump, Fed, AI, Crypto & Economic Data
2024-08-31
DEFENSIVE EQUITIES
bullish
Wealthion · video
As the economy slows and the Fed enters a cutting cycle, defensives will outperform rate-sensitive growth areas because they hold value better in a softening demand environment
“defensives I think those are going to start to outperform”
Weekly Recap: Market Crash? Fed Outlook, Debt Crisis & Inflation Reality
US fiscal dominance and dollar debasement are ongoing, while Bitcoin user growth is accelerating in Emerging Markets and will hit one billion users within a year, making it the best-performing asset as the Fiat system slowly loses share
“the most bullish asset as far as I'm concerned it will continue to grow every year and outperform all other assets”
90d +62.0% · 180d +42.4% · 1y +84.1%
The Death of Business Cycles? Jordi Visser on Macro, Crypto & AI
Said again: 2024-08-31 (Wealthion)
2024-08-30
EMERGING MARKETS EQUITIES
bullish
Wealthion · video
EM countries are adopting digital payments and crypto faster than developed markets, driving the bulk of crypto user growth, and will be the primary beneficiaries of the current regime shift away from US-concentrated Goldilocks
“Emerging Markets are going to benefit the most coming out of this period”
The Death of Business Cycles? Jordi Visser on Macro, Crypto & AI
2024-08-30
Japan Equities
bullish
Wealthion · video
Japan faces the most urgent structural need to adopt robotics and automation, positioning it as a direct beneficiary of the AI/humanoid wave over the next presidential cycle
“I still like Japan as an investment... they're benefiting a lot as being the country that needs to move to robotics the fastest”
90d -3.2% · 180d -1.9% · 1y +11.2%
The Death of Business Cycles? Jordi Visser on Macro, Crypto & AI
2024-08-30
RATE-SENSITIVE AND DEFENSIVE SECTORS (HOUSING, AUTOS, DEFENSIVES)
bullish
Wealthion · video
The Fed's shift to a rate-cutting regime will provide direct relief to sectors beaten down by high rates — housing and autos on financing cost relief — while defensives benefit from a slowing economy, making all three areas likely to outperform from here
“defensives I think those are going to start to outperform”
The Death of Business Cycles? Jordi Visser on Macro, Crypto & AI
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