<p>要點：</p>
<ul>
<li>人工智能和加密貨幣有望顯著顛覆現有市場結構。</li>
<li>下一個十年可能會看到貨幣市場的重塑，受益者與過去不同。</li>
<li>穩定幣的交易量超過了萬事達等主要信用卡公司。</li>
<li>儘管就業創造保持停滯，利潤率卻在上升，呈現出獨特的經濟形勢。</li>
<li>投資者對人工智能可能顛覆軟件公司的擔憂日益加劇。</li>
<li>比特幣的表現與軟件 ETF 緊密相關，表明強烈的相關性。</li>
<li>人工智能的崛起使得資金和關注度從 SaaS 和加密領域轉移。</li>
<li>儘管面臨當前挑戰，加密貨幣預計會復甦，儘管目前缺乏風險投資支持。</li>
<li>更高的比特幣價格被視為改變市場情緒的關鍵催化劑。</li>
<li>人工智能泡沫不再是焦點，但軟件恐慌提供了買入機會。</li>
<li>對資金從黃金和白銀轉向比特幣和加密貨幣的懷疑情緒存在。</li>
<li>人工智能預計將顛覆所有法定資產，硬資產將是最後受到影響的。</li>
</ul>
<p>Jordi Visser 負責 22V 的 AI 宏觀研究。在加入 22V 之前，他創立並擔任 Visser-Labs 的首席策略師，向資產管理者提供有關人工智能和數字資產顛覆的建議。他曾在 Weiss Multi-Strategy Advisers 擔任總裁和首席投資官達二十年，期間建立了宏觀策略並開發了公司的行為阿爾法數據分析模型。</p>
<ul>
<li>&#34;人工智能和加密貨幣即將顛覆並改變一切，軟件正在破壞增長，投資者感到恐慌。&#34; - Jordi Visser</li>
<li>下一個十年可能會出現重塑貨幣市場的通縮衝擊。</li>
<li>&#34;穩定幣在一個月內處理的交易量超過了萬事達卡一整年的交易量。&#34; - Jordi Visser</li>
<li>人工智能的影響預計將導致經濟結構的重大變化。</li>
<li>穩定幣的快速增長凸顯了它們在金融市場中日益重要的地位。</li>
<li>&#34;利潤率在增長，而就業創造仍然停滯不前。&#34; - Jordi Visser</li>
<li>一個獨特的經濟形勢正在出現，利潤率不斷增長，而就業創造卻停滯不前。</li>
<li>&#34;人們正在遠離軟件，遠離任何被人工智能顛覆的東西。&#34; - Jordi Visser</li>
<li>投資者對人工智能顛覆軟件公司的擔憂正在上升。</li>
<li>&#34;比特幣與軟件 ETF 的表現幾乎完全一致。&#34; - Jordi Visser</li>
<li>比特幣的表現與軟件 ETF 緊密相關，表明二者之間存在關聯。</li>
<li>&#34;我沒想到軟件恐慌會這麼快開始。&#34; - Jordi Visser</li>
<li>&#34;人工智能將所有的注意力從 SaaS 和所有那些初創公司中轉移走了。&#34; - Jordi Visser</li>
<li>人工智能的崛起使得資金和關注點從 SaaS 和加密貨幣領域轉移。</li>
<li>&#34;我仍然相信加密貨幣會以不同的方式走出這一局面，但現在你沒有風險投資資金。&#34; - Jordi Visser</li>
<li>儘管面臨當前挑戰，加密貨幣預計會復甦，但缺乏風險投資支持。</li>
<li>&#34;人們總是問我比特幣的下一個催化劑是什麼，我説是更高的價格。&#34; - Jordi Visser</li>
<li>更高的比特幣價格被視為改變市場情緒的關鍵催化劑。</li>
<li>&#34;三週前我寫了一篇論文，稱人工智能泡沫，你再也聽不到人工智能泡沫了。&#34; - Jordi Visser</li>
<li>人工智能泡沫不再是焦點，但軟件恐慌提供了一個買入機會。</li>
<li>&#34;我認為我們上週可能達到了軟件和比特幣的低點。&#34; - Jordi Visser</li>
<li>最近軟件和比特幣的低點可能標誌着市場的轉折點。</li>
<li>&#34;我不相信所有這些來自黃金和白銀的錢會以某種方式轉向比特幣和加密貨幣。&#34; - Jordi Visser</li>
<li>對於資金從黃金和白銀轉向比特幣和加密貨幣的可能性存在懷疑。</li>
<li>&#34;所有法定資產都將被人工智能顛覆，硬資產將是這種顛覆的最終階段。&#34; - Jordi Visser</li>
<li>&#34;在五年內，由於人工智能的進步，知識工作將發生重大顛覆。&#34; - Jordi Visser</li>
<li>人工智能預計將在五年內顯著顛覆知識工作。</li>
<li>&#34;比特幣獲得所需資金的唯一途徑是必須有顛覆，使人們質疑世界上現有的資產。&#34; - Jordi Visser</li>
<li>比特幣需要對現有資產的顛覆，以獲得作為增長資產的認可。</li>
<li>&#34;人工智能為他們提供教育，賦予他們建立企業的能力。&#34; - Jordi Visser</li>
<li>人工智能使創業機會民主化，尤其是在發展中國家。</li>
<li>&#34;比特幣可能會成為儲蓄賬户，而穩定幣將用於消費。&#34; - Jordi Visser</li>
<li>比特幣可能會在新興市場中成為儲蓄賬户，而穩定幣將作為消費貨幣。</li>
<li>&#34;穩定幣已經接管了交易方面。&#34; - Jordi Visser</li>
<li>穩定幣的交易量可能會繼續增長，甚至超過比特幣。</li>
<li>&#34;全球範圍內的接受度正在發生。&#34; - Jordi Visser</li>
<li>穩定幣交易量的增加表明其在全球範圍內的接受度和實用性正在增長。</li>
<li>&#34;穩定幣的採用正在迅速上升。&#34; - Jordi Visser</li>
<li>穩定幣的採用加速將顛覆萬事達等傳統支付公司。</li>
<li>&#34;人工智能和穩定幣都能消除中介。&#34; - Jordi Visser</li>
<li>穩定幣和人工智能可以減少對中介的需求，這對萬事達等公司構成挑戰。</li>
<li>&#34;整個消費世界將發生變化。&#34; - Jordi Visser</li>
<li>人工智能代理的崛起將根本改變消費模式，特別是通過穩定幣。</li>
<li>&#34;NFT 將在未來五年中扮演重要角色。&#34; - Jordi Visser</li>
<li>NFT 將在未來五年中發揮關鍵作用，不僅在藝術領域，還在社區和體驗方面。</li>
<li>&#34;到今年年底，我們將有 200 個 IQ 無限在運轉。&#34; - Jordi Visser</li>
<li>到今年年底，人工智能將顯著增強創意生成，帶來創新解決方案。</li>
<li>&#34;當前的 NFT 市場混亂，但最終將導致真正的用例。&#34; - Jordi Visser</li>
<li>當前的 NFT 市場混亂，但預計真實用例將從炒作中浮現。</li>
<li>&#34;NFT 對我來説變得非常重要。&#34; - Jordi Visser</li>
<li>NFT 將在一個充滿假冒產品的世界中，證明現實資產的真實性。</li>
<li>&#34;它以許多倍的速度加速一切。&#34; - Jordi Visser</li>
<li>人工智能的普及將加速現實資產的代幣化需求。</li>
<li>&#34;資產的價值由大眾的信念決定。&#34; - Jordi Visser</li>
<li>資產的價值由大眾的信念決定，而不僅僅是富人的信念。</li>
<li>&#34;貨幣和資產所有權的民主化將賦予平等的投票權。&#34; - Jordi Visser</li>
<li>在未來，貨幣和資產所有權的民主化將賦予個人平等的投票權，無論財富如何。</li>
<li>&#34;人類希望與人類打交道。&#34; - Jordi Visser</li>
<li>人際聯繫在工作中始終被重視，超過自動化。</li>
<li>&#34;當前的經濟體系面臨着由於系統性通貨膨脹的不可持續性而帶來的重大挑戰。&#34; - Jordi Visser</li>
<li>當前的經濟體系面臨着由於系統性通貨膨脹的不可持續性而帶來的重大挑戰。</li>
<li>&#34;世界將被湧現的企業家淹沒，侵蝕企業業務。&#34; - Jordi Visser</li>
<li>人工智能將導致企業家的激增，顛覆傳統企業業務。</li>
<li>&#34;政府將難以控制經濟變化。&#34; - Jordi Visser</li>
<li>政府將難以控制由人工智能和全球化帶來的經濟變化。</li>
<li>&#34;我們正朝着一個反烏托邦的未來前進。&#34; - Jordi Visser</li>
<li>我們正朝着一個反烏托邦的未來前進，技術進步將超越社會調整。</li>
<li>&#34;我們正在大量印鈔，這就是名義 GDP 增長如此迅速的原因。&#34; - Jordi Visser</li>
<li>企業和政府層面的大量印鈔正在推動名義 GDP 的增長。</li>
<li>&#34;富人在就業市場中可能會因技術進步而遭受更多損失。&#34; - Jordi Visser</li>
<li>富人在就業市場中可能會因技術進步而遭受更多損失，而低收入工作保持穩定。</li>
<li>&#34;比特幣應被視為稀缺商品，而不是軟件資產。&#34; - Jordi Visser</li>
<li>比特幣應被視為稀缺商品，而不是軟件資產。</li>
<li>&#34;商品的價格將繼續上漲。&#34; - Jordi Visser</li>
<li>商品，特別是銀和銅，預計將因其在技術和人工智能中的必要性而繼續增值。</li>
<li>&#34;我認為美元將會貶值。&#34; - Jordi Visser</li>
<li>隨着資本流向美國以外的製造業，美元可能會貶值。</li>
<li>&#34;巴西將從人工智能中顯著受益。&#34; - Jordi Visser</li>
<li>巴西因擁有關鍵礦產而將從人工智能中顯著受益。</li>
<li>&#34;在美國以外投資商品和製造業更具優勢。&#34; - Jordi Visser</li>
<li>在美國以外投資商品和製造業相比於美國對軟件的關注更具優勢。</li>
</ul>

IGPT

BITO

COIN

<p>Jordi Visser 強調，人工智能和加密貨幣將顛覆現有的市場結構，穩定幣的交易量超過了萬事達。他指出，在就業增長停滯和投資者對人工智能對軟件公司影響的擔憂加劇的情況下，出現了利潤率增長的獨特經濟形勢。比特幣的表現與軟件 ETF 密切相關，儘管目前加密貨幣缺乏風險投資支持，但預計將會恢復。Visser 強調，人工智能將顛覆所有法定資產，穩定幣可能成為主要的消費貨幣</p>

<p>Key points:</p>
<div class="lb-trans"><p>要點：</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>人工智能和加密貨幣有望顯著顛覆現有市場結構。</li>
<li>下一個十年可能會看到貨幣市場的重塑，受益者與過去不同。</li>
<li>穩定幣的交易量超過了萬事達等主要信用卡公司。</li>
<li>儘管就業創造保持停滯，利潤率卻在上升，呈現出獨特的經濟形勢。</li>
<li>投資者對人工智能可能顛覆軟件公司的擔憂日益加劇。</li>
<li>比特幣的表現與軟件 ETF 緊密相關，表明強烈的相關性。</li>
<li>人工智能的崛起使得資金和關注度從 SaaS 和加密領域轉移。</li>
<li>儘管面臨當前挑戰，加密貨幣預計會復甦，儘管目前缺乏風險投資支持。</li>
<li>更高的比特幣價格被視為改變市場情緒的關鍵催化劑。</li>
<li>人工智能泡沫不再是焦點，但軟件恐慌提供了買入機會。</li>
<li>對資金從黃金和白銀轉向比特幣和加密貨幣的懷疑情緒存在。</li>
<li>人工智能預計將顛覆所有法定資產，硬資產將是最後受到影響的。</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 負責 22V 的 AI 宏觀研究。在加入 22V 之前，他創立並擔任 Visser-Labs 的首席策略師，向資產管理者提供有關人工智能和數字資產顛覆的建議。他曾在 Weiss Multi-Strategy Advisers 擔任總裁和首席投資官達二十年，期間建立了宏觀策略並開發了公司的行為阿爾法數據分析模型。</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;人工智能和加密貨幣即將顛覆並改變一切，軟件正在破壞增長，投資者感到恐慌。&#34; - Jordi Visser</li>
<li>下一個十年可能會出現重塑貨幣市場的通縮衝擊。</li>
<li>&#34;穩定幣在一個月內處理的交易量超過了萬事達卡一整年的交易量。&#34; - Jordi Visser</li>
<li>人工智能的影響預計將導致經濟結構的重大變化。</li>
<li>穩定幣的快速增長凸顯了它們在金融市場中日益重要的地位。</li>
<li>&#34;利潤率在增長，而就業創造仍然停滯不前。&#34; - Jordi Visser</li>
<li>一個獨特的經濟形勢正在出現，利潤率不斷增長，而就業創造卻停滯不前。</li>
<li>&#34;人們正在遠離軟件，遠離任何被人工智能顛覆的東西。&#34; - Jordi Visser</li>
<li>投資者對人工智能顛覆軟件公司的擔憂正在上升。</li>
<li>&#34;比特幣與軟件 ETF 的表現幾乎完全一致。&#34; - Jordi Visser</li>
<li>比特幣的表現與軟件 ETF 緊密相關，表明二者之間存在關聯。</li>
<li>&#34;我沒想到軟件恐慌會這麼快開始。&#34; - Jordi Visser</li>
<li>&#34;人工智能將所有的注意力從 SaaS 和所有那些初創公司中轉移走了。&#34; - Jordi Visser</li>
<li>人工智能的崛起使得資金和關注點從 SaaS 和加密貨幣領域轉移。</li>
<li>&#34;我仍然相信加密貨幣會以不同的方式走出這一局面，但現在你沒有風險投資資金。&#34; - Jordi Visser</li>
<li>儘管面臨當前挑戰，加密貨幣預計會復甦，但缺乏風險投資支持。</li>
<li>&#34;人們總是問我比特幣的下一個催化劑是什麼，我説是更高的價格。&#34; - Jordi Visser</li>
<li>更高的比特幣價格被視為改變市場情緒的關鍵催化劑。</li>
<li>&#34;三週前我寫了一篇論文，稱人工智能泡沫，你再也聽不到人工智能泡沫了。&#34; - Jordi Visser</li>
<li>人工智能泡沫不再是焦點，但軟件恐慌提供了一個買入機會。</li>
<li>&#34;我認為我們上週可能達到了軟件和比特幣的低點。&#34; - Jordi Visser</li>
<li>最近軟件和比特幣的低點可能標誌着市場的轉折點。</li>
<li>&#34;我不相信所有這些來自黃金和白銀的錢會以某種方式轉向比特幣和加密貨幣。&#34; - Jordi Visser</li>
<li>對於資金從黃金和白銀轉向比特幣和加密貨幣的可能性存在懷疑。</li>
<li>&#34;所有法定資產都將被人工智能顛覆，硬資產將是這種顛覆的最終階段。&#34; - Jordi Visser</li>
<li>&#34;在五年內，由於人工智能的進步，知識工作將發生重大顛覆。&#34; - Jordi Visser</li>
<li>人工智能預計將在五年內顯著顛覆知識工作。</li>
<li>&#34;比特幣獲得所需資金的唯一途徑是必須有顛覆，使人們質疑世界上現有的資產。&#34; - Jordi Visser</li>
<li>比特幣需要對現有資產的顛覆，以獲得作為增長資產的認可。</li>
<li>&#34;人工智能為他們提供教育，賦予他們建立企業的能力。&#34; - Jordi Visser</li>
<li>人工智能使創業機會民主化，尤其是在發展中國家。</li>
<li>&#34;比特幣可能會成為儲蓄賬户，而穩定幣將用於消費。&#34; - Jordi Visser</li>
<li>比特幣可能會在新興市場中成為儲蓄賬户，而穩定幣將作為消費貨幣。</li>
<li>&#34;穩定幣已經接管了交易方面。&#34; - Jordi Visser</li>
<li>穩定幣的交易量可能會繼續增長，甚至超過比特幣。</li>
<li>&#34;全球範圍內的接受度正在發生。&#34; - Jordi Visser</li>
<li>穩定幣交易量的增加表明其在全球範圍內的接受度和實用性正在增長。</li>
<li>&#34;穩定幣的採用正在迅速上升。&#34; - Jordi Visser</li>
<li>穩定幣的採用加速將顛覆萬事達等傳統支付公司。</li>
<li>&#34;人工智能和穩定幣都能消除中介。&#34; - Jordi Visser</li>
<li>穩定幣和人工智能可以減少對中介的需求，這對萬事達等公司構成挑戰。</li>
<li>&#34;整個消費世界將發生變化。&#34; - Jordi Visser</li>
<li>人工智能代理的崛起將根本改變消費模式，特別是通過穩定幣。</li>
<li>&#34;NFT 將在未來五年中扮演重要角色。&#34; - Jordi Visser</li>
<li>NFT 將在未來五年中發揮關鍵作用，不僅在藝術領域，還在社區和體驗方面。</li>
<li>&#34;到今年年底，我們將有 200 個 IQ 無限在運轉。&#34; - Jordi Visser</li>
<li>到今年年底，人工智能將顯著增強創意生成，帶來創新解決方案。</li>
<li>&#34;當前的 NFT 市場混亂，但最終將導致真正的用例。&#34; - Jordi Visser</li>
<li>當前的 NFT 市場混亂，但預計真實用例將從炒作中浮現。</li>
<li>&#34;NFT 對我來説變得非常重要。&#34; - Jordi Visser</li>
<li>NFT 將在一個充滿假冒產品的世界中，證明現實資產的真實性。</li>
<li>&#34;它以許多倍的速度加速一切。&#34; - Jordi Visser</li>
<li>人工智能的普及將加速現實資產的代幣化需求。</li>
<li>&#34;資產的價值由大眾的信念決定。&#34; - Jordi Visser</li>
<li>資產的價值由大眾的信念決定，而不僅僅是富人的信念。</li>
<li>&#34;貨幣和資產所有權的民主化將賦予平等的投票權。&#34; - Jordi Visser</li>
<li>在未來，貨幣和資產所有權的民主化將賦予個人平等的投票權，無論財富如何。</li>
<li>&#34;人類希望與人類打交道。&#34; - Jordi Visser</li>
<li>人際聯繫在工作中始終被重視，超過自動化。</li>
<li>&#34;當前的經濟體系面臨着由於系統性通貨膨脹的不可持續性而帶來的重大挑戰。&#34; - Jordi Visser</li>
<li>當前的經濟體系面臨着由於系統性通貨膨脹的不可持續性而帶來的重大挑戰。</li>
<li>&#34;世界將被湧現的企業家淹沒，侵蝕企業業務。&#34; - Jordi Visser</li>
<li>人工智能將導致企業家的激增，顛覆傳統企業業務。</li>
<li>&#34;政府將難以控制經濟變化。&#34; - Jordi Visser</li>
<li>政府將難以控制由人工智能和全球化帶來的經濟變化。</li>
<li>&#34;我們正朝着一個反烏托邦的未來前進。&#34; - Jordi Visser</li>
<li>我們正朝着一個反烏托邦的未來前進，技術進步將超越社會調整。</li>
<li>&#34;我們正在大量印鈔，這就是名義 GDP 增長如此迅速的原因。&#34; - Jordi Visser</li>
<li>企業和政府層面的大量印鈔正在推動名義 GDP 的增長。</li>
<li>&#34;富人在就業市場中可能會因技術進步而遭受更多損失。&#34; - Jordi Visser</li>
<li>富人在就業市場中可能會因技術進步而遭受更多損失，而低收入工作保持穩定。</li>
<li>&#34;比特幣應被視為稀缺商品，而不是軟件資產。&#34; - Jordi Visser</li>
<li>比特幣應被視為稀缺商品，而不是軟件資產。</li>
<li>&#34;商品的價格將繼續上漲。&#34; - Jordi Visser</li>
<li>商品，特別是銀和銅，預計將因其在技術和人工智能中的必要性而繼續增值。</li>
<li>&#34;我認為美元將會貶值。&#34; - Jordi Visser</li>
<li>隨着資本流向美國以外的製造業，美元可能會貶值。</li>
<li>&#34;巴西將從人工智能中顯著受益。&#34; - Jordi Visser</li>
<li>巴西因擁有關鍵礦產而將從人工智能中顯著受益。</li>
<li>&#34;在美國以外投資商品和製造業更具優勢。&#34; - Jordi Visser</li>
<li>在美國以外投資商品和製造業相比於美國對軟件的關注更具優勢。</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 和加密貨幣即將徹底改變現有市場結構。
- 穩定幣處理的交易量超過了萬事達卡，顯示出其在金融市場的重要性。
- 儘管面臨挑戰，加密貨幣預計將會恢復，未來五年內知識工作將受到顯著影響。

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

區塊鏈 ETF - Amplify

VanEck Bitcoin ETF

Invesco Galaxy Bitcoin ETF

Bitwise MARA Option Income Strategy ETF

北美科技軟件股指數 ETF - iShares

GraniteShares 2x Long MSTR Daily ETF

American Bitcoin

納斯達克 NexGen 經濟 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

高科技指數 ETF - SPDR

Valkyrie Bitcoin and Ether Strategy ETF

2 倍做多 MARA ETF - GraniteShares

CoinShares Bitcoin ETF

信息科技 ETF - Vanguard

萬事達

2 倍做多 Coinbase ETF - Leverage Shares

全球科技股指數 ETF - iShares

2 倍做多加密貨幣行業 ETF - Direxion

Grayscale Ethereum Staking ETF

2 倍做多 COIN ETF - GraniteShares

WisdomTree Bitcoin Fund

標普軟件與服務 ETF - SPDR

Jordi Visser 表示，人工智能和加密貨幣將會擾亂現有的市場結構，穩定幣的交易量已經超過了萬事達卡，而比特幣的表現與軟件 ETF 密切相關 | The Wolf Of All Streets