Macro Breaking Point: Iran, AI & Why Bitcoin is the Ultimate Growth Asset with Jordi Visser

#macro #cryptocurrency #economy
Macro investor and "The Macro AI Nexus" author Jordi Visser returns to Coin Stories with a sweeping outlook on everything rattling markets right now. From the Iran War and the Strait of Hormuz to AI's destruction of white-collar jobs and what it all means for Bitcoin.

We discuss:
The Iran war, the Strait of Hormuz, and why Jordi sees inflation hitting 4–5% by mid-year
Why software stocks are no longer investable, and why Bitcoin fills that void as a growth asset
How AI agents and stablecoins are about to flood money into the Bitcoin ecosystem
The AI jobs crisis: who's at risk, who's safe, and why learning AI is the #1 career hedge
Why a superintelligent being arriving in five years makes Bitcoin the scarcest asset on Earth