<p>要点：</p>
<ul>
<li>人工智能和加密货币有望显著颠覆现有市场结构。</li>
<li>下一个十年可能会看到货币市场的重塑，受益者与过去不同。</li>
<li>稳定币的交易量超过了万事达等主要信用卡公司。</li>
<li>尽管就业创造保持停滞，利润率却在上升，呈现出独特的经济形势。</li>
<li>投资者对人工智能可能颠覆软件公司的担忧日益加剧。</li>
<li>比特币的表现与软件 ETF 紧密相关，表明强烈的相关性。</li>
<li>人工智能的崛起使得资金和关注度从 SaaS 和加密领域转移。</li>
<li>尽管面临当前挑战，加密货币预计会复苏，尽管目前缺乏风险投资支持。</li>
<li>更高的比特币价格被视为改变市场情绪的关键催化剂。</li>
<li>人工智能泡沫不再是焦点，但软件恐慌提供了买入机会。</li>
<li>对资金从黄金和白银转向比特币和加密货币的怀疑情绪存在。</li>
<li>人工智能预计将颠覆所有法定资产，硬资产将是最后受到影响的。</li>
</ul>
<p>Jordi Visser 负责 22V 的 AI 宏观研究。在加入 22V 之前，他创立并担任 Visser-Labs 的首席策略师，向资产管理者提供有关人工智能和数字资产颠覆的建议。他曾在 Weiss Multi-Strategy Advisers 担任总裁和首席投资官达二十年，期间建立了宏观策略并开发了公司的行为阿尔法数据分析模型。</p>
<ul>
<li>&#34;人工智能和加密货币即将颠覆并改变一切，软件正在破坏增长，投资者感到恐慌。&#34; - Jordi Visser</li>
<li>下一个十年可能会出现重塑货币市场的通缩冲击。</li>
<li>&#34;稳定币在一个月内处理的交易量超过了万事达卡一整年的交易量。&#34; - Jordi Visser</li>
<li>人工智能的影响预计将导致经济结构的重大变化。</li>
<li>稳定币的快速增长凸显了它们在金融市场中日益重要的地位。</li>
<li>&#34;利润率在增长，而就业创造仍然停滞不前。&#34; - Jordi Visser</li>
<li>一个独特的经济形势正在出现，利润率不断增长，而就业创造却停滞不前。</li>
<li>&#34;人们正在远离软件，远离任何被人工智能颠覆的东西。&#34; - Jordi Visser</li>
<li>投资者对人工智能颠覆软件公司的担忧正在上升。</li>
<li>&#34;比特币与软件 ETF 的表现几乎完全一致。&#34; - Jordi Visser</li>
<li>比特币的表现与软件 ETF 紧密相关，表明二者之间存在关联。</li>
<li>&#34;我没想到软件恐慌会这么快开始。&#34; - Jordi Visser</li>
<li>&#34;人工智能将所有的注意力从 SaaS 和所有那些初创公司中转移走了。&#34; - Jordi Visser</li>
<li>人工智能的崛起使得资金和关注点从 SaaS 和加密货币领域转移。</li>
<li>&#34;我仍然相信加密货币会以不同的方式走出这一局面，但现在你没有风险投资资金。&#34; - Jordi Visser</li>
<li>尽管面临当前挑战，加密货币预计会复苏，但缺乏风险投资支持。</li>
<li>&#34;人们总是问我比特币的下一个催化剂是什么，我说是更高的价格。&#34; - Jordi Visser</li>
<li>更高的比特币价格被视为改变市场情绪的关键催化剂。</li>
<li>&#34;三周前我写了一篇论文，称人工智能泡沫，你再也听不到人工智能泡沫了。&#34; - Jordi Visser</li>
<li>人工智能泡沫不再是焦点，但软件恐慌提供了一个买入机会。</li>
<li>&#34;我认为我们上周可能达到了软件和比特币的低点。&#34; - Jordi Visser</li>
<li>最近软件和比特币的低点可能标志着市场的转折点。</li>
<li>&#34;我不相信所有这些来自黄金和白银的钱会以某种方式转向比特币和加密货币。&#34; - Jordi Visser</li>
<li>对于资金从黄金和白银转向比特币和加密货币的可能性存在怀疑。</li>
<li>&#34;所有法定资产都将被人工智能颠覆，硬资产将是这种颠覆的最终阶段。&#34; - Jordi Visser</li>
<li>&#34;在五年内，由于人工智能的进步，知识工作将发生重大颠覆。&#34; - Jordi Visser</li>
<li>人工智能预计将在五年内显著颠覆知识工作。</li>
<li>&#34;比特币获得所需资金的唯一途径是必须有颠覆，使人们质疑世界上现有的资产。&#34; - Jordi Visser</li>
<li>比特币需要对现有资产的颠覆，以获得作为增长资产的认可。</li>
<li>&#34;人工智能为他们提供教育，赋予他们建立企业的能力。&#34; - Jordi Visser</li>
<li>人工智能使创业机会民主化，尤其是在发展中国家。</li>
<li>&#34;比特币可能会成为储蓄账户，而稳定币将用于消费。&#34; - Jordi Visser</li>
<li>比特币可能会在新兴市场中成为储蓄账户，而稳定币将作为消费货币。</li>
<li>&#34;稳定币已经接管了交易方面。&#34; - Jordi Visser</li>
<li>稳定币的交易量可能会继续增长，甚至超过比特币。</li>
<li>&#34;全球范围内的接受度正在发生。&#34; - Jordi Visser</li>
<li>稳定币交易量的增加表明其在全球范围内的接受度和实用性正在增长。</li>
<li>&#34;稳定币的采用正在迅速上升。&#34; - Jordi Visser</li>
<li>稳定币的采用加速将颠覆万事达等传统支付公司。</li>
<li>&#34;人工智能和稳定币都能消除中介。&#34; - Jordi Visser</li>
<li>稳定币和人工智能可以减少对中介的需求，这对万事达等公司构成挑战。</li>
<li>&#34;整个消费世界将发生变化。&#34; - Jordi Visser</li>
<li>人工智能代理的崛起将根本改变消费模式，特别是通过稳定币。</li>
<li>&#34;NFT 将在未来五年中扮演重要角色。&#34; - Jordi Visser</li>
<li>NFT 将在未来五年中发挥关键作用，不仅在艺术领域，还在社区和体验方面。</li>
<li>&#34;到今年年底，我们将有 200 个 IQ 无限在运转。&#34; - Jordi Visser</li>
<li>到今年年底，人工智能将显著增强创意生成，带来创新解决方案。</li>
<li>&#34;当前的 NFT 市场混乱，但最终将导致真正的用例。&#34; - Jordi Visser</li>
<li>当前的 NFT 市场混乱，但预计真实用例将从炒作中浮现。</li>
<li>&#34;NFT 对我来说变得非常重要。&#34; - Jordi Visser</li>
<li>NFT 将在一个充满假冒产品的世界中，证明现实资产的真实性。</li>
<li>&#34;它以许多倍的速度加速一切。&#34; - Jordi Visser</li>
<li>人工智能的普及将加速现实资产的代币化需求。</li>
<li>&#34;资产的价值由大众的信念决定。&#34; - Jordi Visser</li>
<li>资产的价值由大众的信念决定，而不仅仅是富人的信念。</li>
<li>&#34;货币和资产所有权的民主化将赋予平等的投票权。&#34; - Jordi Visser</li>
<li>在未来，货币和资产所有权的民主化将赋予个人平等的投票权，无论财富如何。</li>
<li>&#34;人类希望与人类打交道。&#34; - Jordi Visser</li>
<li>人际联系在工作中始终被重视，超过自动化。</li>
<li>&#34;当前的经济体系面临着由于系统性通货膨胀的不可持续性而带来的重大挑战。&#34; - Jordi Visser</li>
<li>当前的经济体系面临着由于系统性通货膨胀的不可持续性而带来的重大挑战。</li>
<li>&#34;世界将被涌现的企业家淹没，侵蚀企业业务。&#34; - Jordi Visser</li>
<li>人工智能将导致企业家的激增，颠覆传统企业业务。</li>
<li>&#34;政府将难以控制经济变化。&#34; - Jordi Visser</li>
<li>政府将难以控制由人工智能和全球化带来的经济变化。</li>
<li>&#34;我们正朝着一个反乌托邦的未来前进。&#34; - Jordi Visser</li>
<li>我们正朝着一个反乌托邦的未来前进，技术进步将超越社会调整。</li>
<li>&#34;我们正在大量印钞，这就是名义 GDP 增长如此迅速的原因。&#34; - Jordi Visser</li>
<li>企业和政府层面的大量印钞正在推动名义 GDP 的增长。</li>
<li>&#34;富人在就业市场中可能会因技术进步而遭受更多损失。&#34; - Jordi Visser</li>
<li>富人在就业市场中可能会因技术进步而遭受更多损失，而低收入工作保持稳定。</li>
<li>&#34;比特币应被视为稀缺商品，而不是软件资产。&#34; - Jordi Visser</li>
<li>比特币应被视为稀缺商品，而不是软件资产。</li>
<li>&#34;商品的价格将继续上涨。&#34; - Jordi Visser</li>
<li>商品，特别是银和铜，预计将因其在技术和人工智能中的必要性而继续增值。</li>
<li>&#34;我认为美元将会贬值。&#34; - Jordi Visser</li>
<li>随着资本流向美国以外的制造业，美元可能会贬值。</li>
<li>&#34;巴西将从人工智能中显著受益。&#34; - Jordi Visser</li>
<li>巴西因拥有关键矿产而将从人工智能中显著受益。</li>
<li>&#34;在美国以外投资商品和制造业更具优势。&#34; - Jordi Visser</li>
<li>在美国以外投资商品和制造业相比于美国对软件的关注更具优势。</li>
</ul>

IGPT

BITO

COIN

<p>Jordi Visser 强调，人工智能和加密货币将颠覆现有的市场结构，稳定币的交易量超过了万事达。他指出，在就业增长停滞和投资者对人工智能对软件公司影响的担忧加剧的情况下，出现了利润率增长的独特经济形势。比特币的表现与软件 ETF 密切相关，尽管目前加密货币缺乏风险投资支持，但预计将会恢复。Visser 强调，人工智能将颠覆所有法定资产，稳定币可能成为主要的消费货币</p>

<p>Key points:</p>
<div class="lb-trans"><p>要点：</p>
</div><ul>
<li>AI and crypto are poised to disrupt existing market structures significantly.</li>
<li>The next decade may see a reshaping of money markets with different beneficiaries than in the past.</li>
<li>Stablecoins are processing more transaction volume than major credit card companies like Mastercard.</li>
<li>Profit margins are increasing even as job creation remains stagnant, presenting a unique economic situation.</li>
<li>Investor fear is growing over AI's potential to disrupt software companies.</li>
<li>Bitcoin's performance is closely aligned with software ETFs, indicating a strong correlation.</li>
<li>AI's rise has shifted attention and funding away from SaaS and crypto sectors.</li>
<li>Despite current challenges, crypto is expected to recover, though it currently lacks venture capital support.</li>
<li>Higher Bitcoin prices are seen as a key catalyst for changing market sentiment.</li>
<li>The AI bubble is no longer a focal point, but software panic presents a buying opportunity.</li>
<li>There is skepticism about the rotation of funds from gold and silver into Bitcoin and crypto.</li>
<li>AI is expected to disrupt all fiat assets, with hard assets being the last to be affected.</li>
</ul>
<div class="lb-trans"><ul>
<li>人工智能和加密货币有望显著颠覆现有市场结构。</li>
<li>下一个十年可能会看到货币市场的重塑，受益者与过去不同。</li>
<li>稳定币的交易量超过了万事达等主要信用卡公司。</li>
<li>尽管就业创造保持停滞，利润率却在上升，呈现出独特的经济形势。</li>
<li>投资者对人工智能可能颠覆软件公司的担忧日益加剧。</li>
<li>比特币的表现与软件 ETF 紧密相关，表明强烈的相关性。</li>
<li>人工智能的崛起使得资金和关注度从 SaaS 和加密领域转移。</li>
<li>尽管面临当前挑战，加密货币预计会复苏，尽管目前缺乏风险投资支持。</li>
<li>更高的比特币价格被视为改变市场情绪的关键催化剂。</li>
<li>人工智能泡沫不再是焦点，但软件恐慌提供了买入机会。</li>
<li>对资金从黄金和白银转向比特币和加密货币的怀疑情绪存在。</li>
<li>人工智能预计将颠覆所有法定资产，硬资产将是最后受到影响的。</li>
</ul>
</div><p>Jordi Visser heads AI Macro Nexus Research for 22V. Prior to joining 22V, he founded and led Visser-Labs as Chief Strategist, advising asset managers on disruptions from AI and digital assets. He previously served as President and Chief Investment Officer of Weiss Multi-Strategy Advisers for two decades, where he built the macro strategy and developed the firm's data analytics model for behavioral alpha.</p>
<div class="lb-trans"><p>Jordi Visser 负责 22V 的 AI 宏观研究。在加入 22V 之前，他创立并担任 Visser-Labs 的首席策略师，向资产管理者提供有关人工智能和数字资产颠覆的建议。他曾在 Weiss Multi-Strategy Advisers 担任总裁和首席投资官达二十年，期间建立了宏观策略并开发了公司的行为阿尔法数据分析模型。</p>
</div><ul>
<li>&#34;AI and crypto are about to disrupt and change everything software is breaking growth investors are panicking.&#34; - Jordi Visser</li>
<li>The next decade could see a deflationary shock that reshapes money markets.</li>
<li>&#34;Stablecoins just processed more volume in a month than Mastercard does in an entire year.&#34; - Jordi Visser</li>
<li>AI's impact is expected to cause significant shifts in economic structures.</li>
<li>The rapid growth of stablecoins highlights their increasing importance in financial markets.</li>
<li>&#34;Profit margins are growing while job creation remains stagnant.&#34; - Jordi Visser</li>
<li>A unique economic situation is emerging with growing profit margins and stagnant job creation.</li>
<li>&#34;There's a movement away from software from anything that is getting disrupted by AI.&#34; - Jordi Visser</li>
<li>Investor fears about AI disrupting software companies are on the rise.</li>
<li>&#34;Bitcoin versus software ETFs... they effectively track perfectly.&#34; - Jordi Visser</li>
<li>Bitcoin's performance is closely tracking with software ETFs, indicating a correlation.</li>
<li>&#34;I didn't expect the software panic to start this soon.&#34; - Jordi Visser</li>
<li>&#34;AI has taken all of the attention away from SaaS and all of those startup companies.&#34; - Jordi Visser</li>
<li>AI's rise has shifted focus and funding away from SaaS and crypto sectors.</li>
<li>&#34;I still believe crypto will come out of this differently but for now you have no VC money.&#34; - Jordi Visser</li>
<li>Despite current challenges, crypto is expected to recover, but lacks venture capital support.</li>
<li>&#34;People always ask me what the next catalyst for Bitcoin will be and I say higher prices.&#34; - Jordi Visser</li>
<li>Higher Bitcoin prices are seen as a key catalyst for changing market sentiment.</li>
<li>&#34;I had written a paper three weeks ago saying the AI bubble you never hear AI bubble anymore.&#34; - Jordi Visser</li>
<li>The AI bubble is no longer a focal point, but software panic presents a buying opportunity.</li>
<li>&#34;I think there's a chance we made the low last week for both software and for Bitcoin.&#34; - Jordi Visser</li>
<li>There is a chance that recent lows for software and Bitcoin mark a market turning point.</li>
<li>&#34;I don't buy that all of this money from gold and silver is gonna somehow rotate into Bitcoin and crypto.&#34; - Jordi Visser</li>
<li>There is skepticism about the rotation of funds from gold and silver into Bitcoin and crypto.</li>
<li>&#34;All fiat assets will be disrupted by AI, with hard assets being the final stage of this disruption.&#34; - Jordi Visser</li>
<li>&#34;Within five years, there will be significant disruption in knowledge work due to advancements in AI.&#34; - Jordi Visser</li>
<li>AI is expected to significantly disrupt knowledge work within five years.</li>
<li>&#34;The only way Bitcoin can get the money it needs is there has to be disruption where people question the assets that exist in the world.&#34; - Jordi Visser</li>
<li>Bitcoin needs disruption in existing assets to gain acceptance as a growth asset.</li>
<li>&#34;AI gives them education AI gives them an ability to build businesses.&#34; - Jordi Visser</li>
<li>AI democratizes opportunities for entrepreneurship, especially in developing countries.</li>
<li>&#34;Bitcoin likely will become the savings account and stablecoins will become for spending.&#34; - Jordi Visser</li>
<li>Bitcoin is likely to become a savings account in emerging markets, while stablecoins will serve as the spending currency.</li>
<li>&#34;Stablecoins have taken over the transaction side.&#34; - Jordi Visser</li>
<li>Stablecoins are likely to continue growing in transaction volumes, potentially outpacing Bitcoin.</li>
<li>&#34;The acceptance around the globe is happening.&#34; - Jordi Visser</li>
<li>The increase in stablecoin volumes indicates a growing acceptance and utility globally.</li>
<li>&#34;Stablecoins are taking a hockey stick on adoption right now.&#34; - Jordi Visser</li>
<li>Stablecoins will disrupt traditional payment companies like Mastercard as their adoption accelerates.</li>
<li>&#34;AI and stablecoin both do is there's an ability to take out the middlemen.&#34; - Jordi Visser</li>
<li>Stablecoins and AI can reduce the need for intermediaries, posing a challenge for companies like Mastercard.</li>
<li>&#34;The entire world of consumption is gonna change.&#34; - Jordi Visser</li>
<li>The rise of AI agents will fundamentally change consumption patterns, particularly through stablecoins.</li>
<li>&#34;NFTs are an important part of the next five years.&#34; - Jordi Visser</li>
<li>NFTs will play a crucial role in the next five years, not just in art but in community and experience.</li>
<li>&#34;By the end of this year we'll have 200 IQ infinity running around.&#34; - Jordi Visser</li>
<li>By the end of this year, AI will significantly enhance idea generation, leading to innovative solutions.</li>
<li>&#34;The current NFT landscape is chaotic, but it will eventually lead to real use cases.&#34; - Jordi Visser</li>
<li>The current NFT landscape is chaotic, but real use cases are expected to emerge from the hype.</li>
<li>&#34;NFTs become very important to me.&#34; - Jordi Visser</li>
<li>NFTs will become integral to proving the authenticity of real-world assets in a world increasingly filled with fakes.</li>
<li>&#34;It accelerates everything by many many multiples.&#34; - Jordi Visser</li>
<li>The proliferation of AI will accelerate the need for tokenization of real-world assets.</li>
<li>&#34;The value of an asset is determined by the belief of the masses.&#34; - Jordi Visser</li>
<li>The value of an asset is determined by the belief of the masses, not just the wealthy.</li>
<li>&#34;Democratization of money and asset ownership will give equal voting power.&#34; - Jordi Visser</li>
<li>In the future, democratization of money and asset ownership will give equal voting power to individuals regardless of wealth.</li>
<li>&#34;Human beings wanna deal with human beings.&#34; - Jordi Visser</li>
<li>Human connection will always be valued over automation in jobs.</li>
<li>&#34;The current economic system is facing a significant challenge due to the unsustainable nature of systemic inflation.&#34; - Jordi Visser</li>
<li>The current economic system is facing a significant challenge due to the unsustainable nature of systemic inflation.</li>
<li>&#34;The world will be flooded with entrepreneurs eating away at enterprise business.&#34; - Jordi Visser</li>
<li>AI will lead to a surge of entrepreneurs that will disrupt traditional enterprise businesses.</li>
<li>&#34;The government will struggle to control the economic changes.&#34; - Jordi Visser</li>
<li>The government will struggle to control the economic changes brought about by AI and globalization.</li>
<li>&#34;We are heading towards a dystopian future.&#34; - Jordi Visser</li>
<li>We are heading towards a dystopian future where technological advancements will outpace societal adjustments.</li>
<li>&#34;We are printing tons of money which is why nominal GDP is growing so fast.&#34; - Jordi Visser</li>
<li>Significant money printing from both corporate and governmental levels is contributing to nominal GDP growth.</li>
<li>&#34;The wealthy may suffer more in the job market due to technological advancements.&#34; - Jordi Visser</li>
<li>The wealthy may suffer more in the job market due to technological advancements, while lower-income jobs remain stable.</li>
<li>&#34;Bitcoin should be viewed as a scarce commodity rather than a software asset.&#34; - Jordi Visser</li>
<li>Bitcoin should be viewed as a scarce commodity rather than a software asset.</li>
<li>&#34;Commodities are gonna continue to go higher.&#34; - Jordi Visser</li>
<li>Commodities, particularly silver and copper, are expected to continue increasing in value due to their necessity in technology and AI.</li>
<li>&#34;The US dollar is gonna weaken in my opinion.&#34; - Jordi Visser</li>
<li>The US dollar is likely to weaken as capital flows shift towards manufacturing outside the US.</li>
<li>&#34;Brazil stands to benefit significantly from AI.&#34; - Jordi Visser</li>
<li>Brazil stands to benefit significantly from AI due to its ownership of critical minerals.</li>
<li>&#34;Investing in commodities and manufacturing outside the US is more favorable.&#34; - Jordi Visser</li>
<li>Investing in commodities and manufacturing outside the US is more favorable compared to the US's focus on software.</li>
</ul>
<div class="lb-trans"><ul>
<li>&#34;人工智能和加密货币即将颠覆并改变一切，软件正在破坏增长，投资者感到恐慌。&#34; - Jordi Visser</li>
<li>下一个十年可能会出现重塑货币市场的通缩冲击。</li>
<li>&#34;稳定币在一个月内处理的交易量超过了万事达卡一整年的交易量。&#34; - Jordi Visser</li>
<li>人工智能的影响预计将导致经济结构的重大变化。</li>
<li>稳定币的快速增长凸显了它们在金融市场中日益重要的地位。</li>
<li>&#34;利润率在增长，而就业创造仍然停滞不前。&#34; - Jordi Visser</li>
<li>一个独特的经济形势正在出现，利润率不断增长，而就业创造却停滞不前。</li>
<li>&#34;人们正在远离软件，远离任何被人工智能颠覆的东西。&#34; - Jordi Visser</li>
<li>投资者对人工智能颠覆软件公司的担忧正在上升。</li>
<li>&#34;比特币与软件 ETF 的表现几乎完全一致。&#34; - Jordi Visser</li>
<li>比特币的表现与软件 ETF 紧密相关，表明二者之间存在关联。</li>
<li>&#34;我没想到软件恐慌会这么快开始。&#34; - Jordi Visser</li>
<li>&#34;人工智能将所有的注意力从 SaaS 和所有那些初创公司中转移走了。&#34; - Jordi Visser</li>
<li>人工智能的崛起使得资金和关注点从 SaaS 和加密货币领域转移。</li>
<li>&#34;我仍然相信加密货币会以不同的方式走出这一局面，但现在你没有风险投资资金。&#34; - Jordi Visser</li>
<li>尽管面临当前挑战，加密货币预计会复苏，但缺乏风险投资支持。</li>
<li>&#34;人们总是问我比特币的下一个催化剂是什么，我说是更高的价格。&#34; - Jordi Visser</li>
<li>更高的比特币价格被视为改变市场情绪的关键催化剂。</li>
<li>&#34;三周前我写了一篇论文，称人工智能泡沫，你再也听不到人工智能泡沫了。&#34; - Jordi Visser</li>
<li>人工智能泡沫不再是焦点，但软件恐慌提供了一个买入机会。</li>
<li>&#34;我认为我们上周可能达到了软件和比特币的低点。&#34; - Jordi Visser</li>
<li>最近软件和比特币的低点可能标志着市场的转折点。</li>
<li>&#34;我不相信所有这些来自黄金和白银的钱会以某种方式转向比特币和加密货币。&#34; - Jordi Visser</li>
<li>对于资金从黄金和白银转向比特币和加密货币的可能性存在怀疑。</li>
<li>&#34;所有法定资产都将被人工智能颠覆，硬资产将是这种颠覆的最终阶段。&#34; - Jordi Visser</li>
<li>&#34;在五年内，由于人工智能的进步，知识工作将发生重大颠覆。&#34; - Jordi Visser</li>
<li>人工智能预计将在五年内显著颠覆知识工作。</li>
<li>&#34;比特币获得所需资金的唯一途径是必须有颠覆，使人们质疑世界上现有的资产。&#34; - Jordi Visser</li>
<li>比特币需要对现有资产的颠覆，以获得作为增长资产的认可。</li>
<li>&#34;人工智能为他们提供教育，赋予他们建立企业的能力。&#34; - Jordi Visser</li>
<li>人工智能使创业机会民主化，尤其是在发展中国家。</li>
<li>&#34;比特币可能会成为储蓄账户，而稳定币将用于消费。&#34; - Jordi Visser</li>
<li>比特币可能会在新兴市场中成为储蓄账户，而稳定币将作为消费货币。</li>
<li>&#34;稳定币已经接管了交易方面。&#34; - Jordi Visser</li>
<li>稳定币的交易量可能会继续增长，甚至超过比特币。</li>
<li>&#34;全球范围内的接受度正在发生。&#34; - Jordi Visser</li>
<li>稳定币交易量的增加表明其在全球范围内的接受度和实用性正在增长。</li>
<li>&#34;稳定币的采用正在迅速上升。&#34; - Jordi Visser</li>
<li>稳定币的采用加速将颠覆万事达等传统支付公司。</li>
<li>&#34;人工智能和稳定币都能消除中介。&#34; - Jordi Visser</li>
<li>稳定币和人工智能可以减少对中介的需求，这对万事达等公司构成挑战。</li>
<li>&#34;整个消费世界将发生变化。&#34; - Jordi Visser</li>
<li>人工智能代理的崛起将根本改变消费模式，特别是通过稳定币。</li>
<li>&#34;NFT 将在未来五年中扮演重要角色。&#34; - Jordi Visser</li>
<li>NFT 将在未来五年中发挥关键作用，不仅在艺术领域，还在社区和体验方面。</li>
<li>&#34;到今年年底，我们将有 200 个 IQ 无限在运转。&#34; - Jordi Visser</li>
<li>到今年年底，人工智能将显著增强创意生成，带来创新解决方案。</li>
<li>&#34;当前的 NFT 市场混乱，但最终将导致真正的用例。&#34; - Jordi Visser</li>
<li>当前的 NFT 市场混乱，但预计真实用例将从炒作中浮现。</li>
<li>&#34;NFT 对我来说变得非常重要。&#34; - Jordi Visser</li>
<li>NFT 将在一个充满假冒产品的世界中，证明现实资产的真实性。</li>
<li>&#34;它以许多倍的速度加速一切。&#34; - Jordi Visser</li>
<li>人工智能的普及将加速现实资产的代币化需求。</li>
<li>&#34;资产的价值由大众的信念决定。&#34; - Jordi Visser</li>
<li>资产的价值由大众的信念决定，而不仅仅是富人的信念。</li>
<li>&#34;货币和资产所有权的民主化将赋予平等的投票权。&#34; - Jordi Visser</li>
<li>在未来，货币和资产所有权的民主化将赋予个人平等的投票权，无论财富如何。</li>
<li>&#34;人类希望与人类打交道。&#34; - Jordi Visser</li>
<li>人际联系在工作中始终被重视，超过自动化。</li>
<li>&#34;当前的经济体系面临着由于系统性通货膨胀的不可持续性而带来的重大挑战。&#34; - Jordi Visser</li>
<li>当前的经济体系面临着由于系统性通货膨胀的不可持续性而带来的重大挑战。</li>
<li>&#34;世界将被涌现的企业家淹没，侵蚀企业业务。&#34; - Jordi Visser</li>
<li>人工智能将导致企业家的激增，颠覆传统企业业务。</li>
<li>&#34;政府将难以控制经济变化。&#34; - Jordi Visser</li>
<li>政府将难以控制由人工智能和全球化带来的经济变化。</li>
<li>&#34;我们正朝着一个反乌托邦的未来前进。&#34; - Jordi Visser</li>
<li>我们正朝着一个反乌托邦的未来前进，技术进步将超越社会调整。</li>
<li>&#34;我们正在大量印钞，这就是名义 GDP 增长如此迅速的原因。&#34; - Jordi Visser</li>
<li>企业和政府层面的大量印钞正在推动名义 GDP 的增长。</li>
<li>&#34;富人在就业市场中可能会因技术进步而遭受更多损失。&#34; - Jordi Visser</li>
<li>富人在就业市场中可能会因技术进步而遭受更多损失，而低收入工作保持稳定。</li>
<li>&#34;比特币应被视为稀缺商品，而不是软件资产。&#34; - Jordi Visser</li>
<li>比特币应被视为稀缺商品，而不是软件资产。</li>
<li>&#34;商品的价格将继续上涨。&#34; - Jordi Visser</li>
<li>商品，特别是银和铜，预计将因其在技术和人工智能中的必要性而继续增值。</li>
<li>&#34;我认为美元将会贬值。&#34; - Jordi Visser</li>
<li>随着资本流向美国以外的制造业，美元可能会贬值。</li>
<li>&#34;巴西将从人工智能中显著受益。&#34; - Jordi Visser</li>
<li>巴西因拥有关键矿产而将从人工智能中显著受益。</li>
<li>&#34;在美国以外投资商品和制造业更具优势。&#34; - Jordi Visser</li>
<li>在美国以外投资商品和制造业相比于美国对软件的关注更具优势。</li>
</ul>
</div>

Jordi Visser: AI and crypto will disrupt existing market structures, stablecoins are processing more volume than Mastercard, and Bitcoin’s performance is closely tied to software ETFs | The Wolf Of All Streets

- AI 和加密货币即将彻底改变现有市场结构。
- 稳定币处理的交易量超过了万事达卡，显示出其在金融市场的重要性。
- 尽管面临挑战，加密货币预计将会恢复，未来五年内知识工作将受到显著影响。

Crypto Briefing

Invesco AI and Next Gen Software ETF

ProShares Bitcoin Strategy ETF

Coinbase

ARK 21Shares Bitcoin ETF

2 倍做多 Riot ETF - Defiance

Galaxy Digital

Fidelity Wise Origin Bitcoin Fund - ETF

Grayscale Bitcoin Adopters ETF

Riot Platforms

区块链 ETF - Amplify

VanEck Bitcoin ETF

Invesco Galaxy Bitcoin ETF

Bitwise MARA Option Income Strategy ETF

北美科技软件股指数 ETF - iShares

GraniteShares 2x Long MSTR Daily ETF

American Bitcoin

纳斯达克 NexGen 经济 ETF - Reality Shares

iShares Bitcoin Trust ETF

Grayscale Bitcoin Mini Trust ETF

Franklin Bitcoin ETF

Marathon Digital

Circle

Grayscale Bitcoin Trust BTC - ETF

Bitwise Bitcoin ETF

高科技指数 ETF - SPDR

Valkyrie Bitcoin and Ether Strategy ETF

2 倍做多 MARA ETF - GraniteShares

CoinShares Bitcoin ETF

信息科技 ETF - Vanguard

万事达

2 倍做多 Coinbase ETF - Leverage Shares

全球科技股指数 ETF - iShares

2 倍做多加密货币行业 ETF - Direxion

Grayscale Ethereum Staking ETF

2 倍做多 COIN ETF - GraniteShares

WisdomTree Bitcoin Fund

标普软件与服务 ETF - SPDR

Jordi Visser 表示，人工智能和加密货币将会扰乱现有的市场结构，稳定币的交易量已经超过了万事达卡，而比特币的表现与软件 ETF 密切相关 | The Wolf Of All Streets