Bitcoin Is the Ultimate AI-Era Scarcity Asset, Says Macro Veteran Wall Street Strategist Eyeing 3% To 5% Portfolio Allocations

• Jordi Visser said on Saturday that Bitcoin was emerging as a “critical scarcity” asset as artificial intelligence drives shortages in compute and infrastructure.
• He argued markets are at an inflection point, with capital moving away from traditional software and toward scarcity-linked assets like Bitcoin and miners.
• Visser pointed to a “persistent bid” from institutions, citing flows into Strategy, Morgan Stanley’s exchange-traded fund traction, and growing access via major platforms.

Bitcoin (BTC) is emerging as a “critical scarcity” asset in the age of artificial intelligence (AI), with potential to reach 3% to 5% allocations in client portfolios, macro investor Jordi Visser said on Saturday.

Speaking on the Pomp Podcast hosted by entrepreneur Anthony Pompliano, Visser, who has over three decades of market experience and currently serves as the Head of Research in his firm, 22v, said that the rapid growth of AI was driving shortages in key resources such as compute and infrastructure, reshaping how investors think about value.

He said markets are approaching an “inflection point,” where capital is beginning to shift away from traditional software businesses and toward assets linked to scarcity, including Bitcoin and crypto miners. 

Visser also pointed to what he described as a “persistent bid” for Bitcoin, driven by growing institutional participation. He cited strong inflows into Strategy (MSTR), which acquired more than $1 billion worth of Bitcoin in the first two weeks of April, traction in exchange-traded funds (ETFs) offered through firms like Morgan Stanley (MS), and expanding access through major brokerage platforms. The trend is also being reinforced by broader moves on Wall Street, with Goldman Sachs recently expanding its Bitcoin ETF offerings.

Visser argued that financial advisors and private wealth managers were likely to formalize Bitcoin’s role in portfolios, with allocations in the 3%-5% range becoming more common as adoption increases.

Bitcoin’s price was trading at $75,072, down by 2% over the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘bullish’ zone, while chatter around it stayed in the ‘high’ levels over the past day. 

AI-Driven Scarcity And Bitcoin’s Role

Visser’s comments build on arguments he outlined in a recent essay, in which he explained that artificial intelligence was not creating pure abundance but rather driving new forms of scarcity in energy and infrastructure.

He argued that while AI may reduce costs in software and labor, it is simultaneously increasing demand for physical resources, creating constraints that traditional monetary policy cannot easily address. In that environment, Visser said Bitcoin stands out as a scarce digital asset, positioned to benefit from both macroeconomic shifts and rising demand for alternatives to traditional financial systems.

Read also: Schwab, Citadel Circle Prediction Markets While Bernstein Calls $1 Trillion Boom — Even As Regulators Close In: Report

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