'Of Course' Bitcoin Could Grow to $50 Trillion, Jordi Visser Says: But How?

• Macro investor Jordi Visser says Bitcoin could reach a $50 trillion valuation via tokenization of illiquid global assets • He blames the AI stock selloff on hedge funds unwinding leverage, not AI fundamentals failing • Visser expects the next rally in AI stocks and Bitcoin around hyperscaler earnings and December Macro investor Jordi Visser argues Bitcoin could eventually hit a $50 trillion valuation as tokenization unlocks roughly $900 trillion in illiquid global assets into tradable form. Speaking on Anthony Pompliano's podcast, he said the recent AI stock selloff reflects hedge funds unwinding leverage, not a flaw in AI's growth story, comparing it to the 1998 LTCM collapse. He cited Lone Pine Capital giving back a 40%+ gain as evidence of structural stress in leveraged funds. Visser defended CoreWeave against dot-com comparisons, noting its revenue comes from Microsoft, Meta and OpenAI rather than speculative debt. He highlighted Bitcoin trading in a tight $82,000-$85,000 range for four months while stocks and bonds wobbled, calling it a sign of capital seeking a safe landing spot. Visser expects the next upward move in AI stocks and Bitcoin around hyperscaler earnings this month and again in December, noting AI-linked leveraged positioning has already dropped to the seventh percentile of the past year. He downplayed September's hot CPI print, saying inflation alone rarely moves markets absent job losses.