Jordi Visser focused on structural shifts from AI, consumer agents, crypto infrastructure and tokenization, arguing these developments could reshape banks and compute demand 157. He also discussed market signals, saying rates, oil and breadth were distracting investors from stronger earnings and digital-economy leadership 56. Visser highlighted an equal-weight S&P 500 technical signal that he described as historically bullish for the following six months 3.
From the window to Oct 10, 05:30 ET — this window's take is still to be written.
On the record
last 90 days · 7 positionsLatest positions
- JVJordi VisserStrongly bullish on AI Expects the AI trade to keep climbing, saying the ride is just beginning despite bubble talk. “This week’s video is about climbing the AI Wall of Worry and why the ride is just be starting.” Open the post Two years ago, I launched my YouTube channel to … · 11 Oct
- JVJordi VisserBullish on crypto Expects AI agents to drive the next crypto cycle through demand for compute, stablecoins, tokenization and Bitcoin. “driving the next crypto cycle through demand for compute, stablecoins, tokenization, and Bitcoin” Open the post this week's episode goes into the AI agent led b… · 10 Oct
- JVJordi VisserBearish on real estate Visser says real estate, being rate sensitive, is going down. “Ford, GM, Homebuilders, Real Estate etc are going down (rate sensitive)” Open the post As you hear rates are going to take down everyth… · 1 Oct
- JVJordi VisserBearish on Ford Motor Company Visser says rate-sensitive names like Ford are going down. “Ford, GM, Homebuilders, Real Estate etc are going down (rate sensitive)” Open the post As you hear rates are going to take down everyth… · 1 Oct
- JVJordi VisserBearish on homebuilders Visser says homebuilders, being rate sensitive, are going down. “Ford, GM, Homebuilders, Real Estate etc are going down (rate sensitive)” Open the post As you hear rates are going to take down everyth… · 1 Oct
- JVJordi VisserBearish on General Motors Company Visser says rate-sensitive names like GM are going down. “Ford, GM, Homebuilders, Real Estate etc are going down (rate sensitive)” Open the post As you hear rates are going to take down everyth… · 1 Oct
- JVJordi VisserBearish on staples Visser reads staples outperformance as a warning signal of coming risk, though it is currently flashing green. “Staples outperforming SPX has been a great breadth signal over the last 25 years for confirmation of coming risk.” Open the post As you hear rates are going to take down everyth… · 1 Oct
Their output
3 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Brent Johnson 1 mention
What they talk about
- tokenization 2 items
- AI 2 items
- crypto 2 items
- YouTube, LLC 1 item
- stablecoins 1 item
- AI Wall of Worry 1 item
- Agentic commerce 1 item
- small spread 1 item
See what your own voices say about Jordi Visser, every morning.
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