Bitcoin Isn't an Anti-Government Trade. It's an AI Trade.

Jordi Visser frames Bitcoin's value as AI-era moat scarcity, not government distrust, with agentic compute as the real growth trade.

• Not an anti-government bet: Visser rejects the Bitcoin-as-debasement-hedge narrative, noting the white paper calls it 'peer-to-peer electronic cash,' not a government hedge.
• AI destroys moats: Visser argues AI lets anyone replicate a business idea 'in minutes' via tools like Stripe, compressing Mag 7 and S&P 500 multiples as terminal value gets questioned.

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