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Jordi Visser Macro-AI-Crypto Substack

Jordi Visser

Former Wall Street professional with an insatiable desire to learn. Preparing individuals, companies and parents for the disruption of exponential change.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues70SubscribersRead visserlabs.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Repricing of Time: Equity in the Age of Agents

When Breaking Bad ended, most viewers thought the story was over. The empire had risen. The empire had fallen. The chemistry teacher had become the kingpin, and the arc was complete.

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The SaaS Panic Is Just the Beginning of a Bigger Story

Democratization as the Input, Concentration as the Output

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Palantir as Signal: What Enterprise AI Reveals About the SaaS Model

This week marks an important step for both 22V and me. We are launching a new research wall on the 22V Research website, designed to give a broader audience access to the institutional-grade research I publish each week.

21 days ago
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The Synthetic Reality Crisis Why AI Is Forcing NFTs to Become Identity Infrastructure

“But I think that may be easier to solve, strangely, than what happens to the human condition and humanity as a whole. And I think I’m also optimistic we’ll come up with new answers there. We do a lot of things today—from extreme sports to ...

a month ago
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Authors

The writers behind this newsletter.

  • Jordi Visser

    With over 30 years of Wall Street expertise in traditional finance and macroeconomics, I guide you through the evolving landscape of investments, from conventional assets to cryptocurrencies and AI-driven technologies.

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