Bitcoin Just Had Its Biggest Week In History | Jordi Visser

— Bitcoin surged 22–23% over a single week (a seven sigma move), driven by Treasury intervention in the yen, quarterly refunding changes, and debt buyback announcements; this mirrors prior five-sigma moves that preceded major rallies.

— The convergence of AI and Bitcoin positions Bitcoin as the purest AI trade because it benefits from abundance and hyper-competition without suffering the multiple compression that will hit tech companies.

— Multiple compression across equities signals market concern about future competition and terminal value; even "cheap" stocks like Micron face AI-driven disruption that makes traditional valuation frameworks unreliable.

— Stripe's $7–8 billion acquisition of OpenRouter and Ramp's launch of router.com represent a battle for control over model-routing infrastructure—a critical chokepoint for cost-efficient AI deployment in startups.

— Portfolio sizing for Bitcoin should be risk-adjusted and personal, but younger investors and those hedging abundance should consider substantially larger allocations than the traditional 1–2% suggestion.

— Moderna's cancer vaccine breakthrough illustrates how AI accelerates pharma innovation; biotech and healthcare are poised to be major AI application winners despite rate sensitivity.

— Build Bitcoin allocation as a hedge against abundance and hyper-competition in an AI-driven world; consider 20–40% portfolio weight if you believe there is material probability (20%+) that AI disrupts traditional growth assets and increases fiat debasement.

— Favor scarcity assets (Bitcoin, silver, gold, commodities) over growth equities as multiple compression accelerates; monitor company volatility relative to Bitcoin before adjusting equity exposure.

— Prioritize exposure to AI-native businesses and entrepreneurial infrastructure (Stripe ecosystem, Ramp, model routing platforms) over mature public-company tech; talent migration to startups suggests legacy companies will struggle to innovate.