"AI BOOM OVER! The Next Crypto Bull Run Has Begun"

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Издатель Jul 8, 2026

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For the past two years, artificial intelligence has dominated Wall Street. AI stocks, semiconductor companies, and mega-cap tech have attracted trillions of dollars in capital while Bitcoin struggled through one of its toughest macro environments in recent memory.

But according to veteran macro investor Jordi Visser, that may be about to change.

In this interview, Visser explains why the "easy money" phase of the AI trade could be ending and why institutional investors may soon begin rotating toward Bitcoin. He discusses how slowing AI infrastructure growth, easing inflation, changing Federal Reserve expectations, improving productivity, and rising volatility in technology stocks could create a powerful setup for the next phase of the crypto market.

We also break down:

• Why Bitcoin faced so many headwinds this year
• The relationship between AI stocks and Bitcoin
• How inflation, employment, and Fed policy could impact markets
• Why institutional money may rotate away from crowded AI trades
• The surprising reason Bitcoin may now be less volatile than parts of the stock market
• What could trigger the next major crypto bull phase

Whether you're a Bitcoin investor, crypto enthusiast, or someone following the global economy, this discussion offers valuable insight into how macro trends, AI, and financial markets may shape the next investment cycle.

If you enjoyed this analysis, please Like the video, Subscribe, and turn on notifications so you never miss our latest breakdowns of Bitcoin, macroeconomics, cryptocurrencies, and the global financial markets.

What do you think?

Is institutional money about to rotate from AI into Bitcoin, or will AI continue leading the market? Share your thoughts in the comments below.

#Bitcoin #Crypto #AI #ArtificialIntelligence #JordiVisser #Investing #Macro #Economy #FederalReserve #StockMarket #WallStreet #Ethereum #Technology #Finance #Markets
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Sources: Anthony Pompliano
Everyone Gave Up On Bitcoin At Exactly The Wrong Time
https://www.youtube.com/watch?v=Kp9rfw1Iqw8
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