Is Bitcoin About to Shock Everyone in Q4? | Jordi Visser

Visser argues institutional Q4 allocation decisions, agentic AI growth, and crypto's settlement advantages set up a bitcoin/tokenization breakout.

• Rates don't matter anymore: Visser says tech is now 56% of the S&P 500 (up from 13% at the iPhone launch) and is "insensitive to rates," making macro doomer comparisons to pre-2007 cycles invalid.
• Model lab disagreement: Pomp argues token consumption per customer and pricing (per Ramp AI Index, OpenRouter data) are turning down for OpenAI/Anthropic; Visser counters we're only in the "1% of usage" and Jevons Paradox means usage will explode.

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