Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser

Visser argues hedge fund leverage, not AI spending, is the market's real fragility, with tokenization and Bitcoin as the eventual winners.

• LTCM parallel: Visser compares current hedge fund stress to 1998's LTCM blowup, noting Lone Pine Capital went from +40% in H1 to flat by Q3-end despite a calm S&P (+2%, no VIX spike).
• Hedge funds, not AI, are the leverage risk: Visser argues AI is "inevitable" (demand backed by Microsoft, Meta, OpenAI, not defaulting telecoms), and the real unwind is in hedge funds, private credit, VC, and biotech/converts strategies.

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