{"id":26315,"date":"2025-05-12T12:34:20","date_gmt":"2025-05-12T12:34:20","guid":{"rendered":"https:\/\/dogewisperer.com\/the-quiet-rise-of-bitcoin-has-begun-says-wall-street-veteran\/"},"modified":"2025-05-12T12:34:20","modified_gmt":"2025-05-12T12:34:20","slug":"the-quiet-rise-of-bitcoin-has-begun-says-wall-street-veteran","status":"publish","type":"post","link":"https:\/\/dogewisperer.com\/?p=26315","title":{"rendered":"The \u2018Quiet Rise\u2019 Of Bitcoin Has Begun, Says Wall Street Veteran"},"content":{"rendered":"
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Veteran Wall Street investor Jordi Visser warns via X that market-moving headlines about tariffs are masking a deeper secular turn\u2014one that, in his view, is already accelerating the re-pricing of every long-duration asset and handing Bitcoin an historic tail-wind.<\/p>\n

Visser, whose three-decade r\u00e9sum\u00e9 spans trading desks from Salomon Brothers to the $25 billion multi-strategy fund he now helps steer, opened his thread<\/a> with a provocation: \u201cEveryone\u2019s talking about tariffs. But what if I told you they\u2019re just noise\u2014and the real economic shift is already underway?\u201d<\/p>\n

The \u2018Quiet Rise\u2019 Of Bitcoin<\/h2>\n

The investor\u2019s argument begins with the composition of the US economy. \u201cMost people still believe tariffs<\/a> will trigger a recession. But the US is a service-based economy\u2014$14-plus trillion in services versus $2.3 trillion in goods. Jobs in goods production? Flat since 1965, despite 150 million more people,\u201d he wrote. In other words, Visser contends, the traditional tariff-recession playbook fails to capture where modern economic sensitivity actually resides.<\/p>\n

Instead, he points overseas, singling out the recent volatility of the New Taiwan dollar. \u201cThe real canary in the coal mine? The Taiwan dollar. It just made its fastest move in decades. This signals a massive shift: Asia may be unwinding $2.5 trillion in dollar reserves. The era of dollar privilege is ending.\u201d For Visser, that prospective draw-down in foreign-held Treasuries is not an abstract worry but a mechanical source of upward pressure on interest rates. \u201cLosing reserve currency status = rising interest rates. Why? No more artificial demand for Treasuries. Rates are rising despite Fed cuts,\u201d he noted.<\/p>\n

Higher borrowing costs, he argues, land hardest on assets whose cash-flow realisation lies furthest in the future. Artificial-intelligence breakthroughs compound the challenge, making it harder for long-duration business models to justify lofty multiples while simultaneously accelerating competitive disruption. \u201cAny asset priced based on a valuation on the hope of the future is now hurt by rising rates and exponential AI,\u201d Visser said, adding that venture capital, private equity and large-cap tech\u2014\u201conce winners in a low-rate world\u2014are now vulnerable.\u201d<\/p>\n

Against that backdrop, Bitcoin emerges as the surprise beneficiary. Visser highlighted \u201c19 straight days of ETF inflows<\/a>,\u201d growing institutional allocations and even \u201cstate-level reserves forming\u201d as evidence that the digital asset is maturing into a macro-hedging instrument just as the legacy rate regime pivots. He summarised the divergence bluntly: \u201cWhile the legacy system shakes, Bitcoin is surging\u2026 Yet nobody\u2019s watching. That\u2019s your signal.\u201d<\/p>\n

The thread\u2019s final message fuses the two technological vectors Visser believes matter most right now. \u201cAI is scaling faster than Moore\u2019s Law<\/a>. Bitcoin is quietly becoming a global reserve asset. And the financial system is being rebuilt in real time. Stop looking at 1900s tariffs\u2014start looking at what\u2019s next.\u201d<\/p>\n

Visser stops short of forecasting a specific price for Bitcoin or a target level for US yields, but his framework implies that a world of structurally higher real rates and rapidly advancing AI capabilities tilts the risk\u2013reward balance toward scarce, non-sovereign collateral.<\/p>\n

At press time, BTC traded at $104,718.<\/p>\n

\"Bitcoin<\/div>\n","protected":false},"excerpt":{"rendered":"

Veteran Wall Street investor Jordi Visser warns via X that market-moving headlines about tariffs are masking a deeper secular turn\u2014one 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 r\u00e9sum\u00e9 spans trading desks from Salomon Brothers to the $25 billion multi-strategy fund […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":0,"footnotes":""},"categories":[2],"tags":[3,4,5],"class_list":["post-26315","post","type-post","status-publish","format-standard","hentry","category-news","tag-crypto","tag-doge","tag-news"],"_links":{"self":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/26315","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=26315"}],"version-history":[{"count":0,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/26315\/revisions"}],"wp:attachment":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=26315"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=26315"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=26315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}