The AI Race Will Make Bitcoin EXPLODE | Jordi Visser

— The Citrini AI paper overstates disruption risk because enterprise adoption faces significant friction, from data quality issues to organizational inertia, despite AI's technical capabilities.

— Software stock re-rating reflects compressed time horizons for growth rather than existential company threats; the prediction-market model now applies, with valuations adjusting daily to new AI developments.

— NVIDIA's earnings beat and stock selloff signal a broader regime shift: multiple compression in growth stocks, widening credit spreads, and tenure rates falling below 200-week moving averages.

— AI disruption and cryptography converge as critical needs—deepfakes and autonomous systems require verification; blockchain and crypto become essential infrastructure, not speculative assets.

— Bitcoin emerges as the fastest-growth asset post-crisis; crypto solves the speed and verification constraints that AI and the fiat system cannot handle alone.

— Code-based services face binary outcomes under AI pressure, favoring either dominant incumbents or nimble startups; the 8 billion unbanked benefit most from decentralized, AI-enabled tools.

— Position for volatility and a potential "survive" phase before the next "thrive" cycle; focus portfolio on companies with genuine AI-driven growth rather than indiscriminate software exposure, as multiples remain vulnerable.

— Allocate to Bitcoin as the post-crisis beneficiary, given its cryptographic foundation and alignment with AI's speed and verification needs; the fastest horse in recovery cycles historically outpaces traditional equities.

— Use chaotic market dislocations—brief bear phases, credit events, tariff fears—as entry points for long-term positions in crypto, Bitcoin, and select AI-enabled startups, rather than panic selling into downside.