HeyJaredJordi Visser Macro-AI-Crypto Substack
Former Wall Street professional with an insatiable desire to learn. Preparing individuals, companies and parents for the disruption of exponential change.
- Indexed issues, last 90 days
- 7
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- Sep 22, 2026
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- Jul 6, 2026
Latest issues
When Wealth Becomes Money: Why Crypto Matters For Economists (opens the original)
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How Tokenization Will Rewrite Monetary EconomicsEvery time long-term yields make new highs for the first time in X years, the “it’s going to end badly” crowd comes crawling out of their bear caves to begin another round of I told you so. Honestly, after years of watching this, it has become comedy to me. I know, I know: the economics textbooks, the debt math, the historical precedents, the inevitability of the endgame, the Fourth Turning, blah, blah, blah. This scary story has been wrong so many
Everyone Has a Bitcoin Story. This Is Where Yours Can Begin. (opens the original)
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Nearly eighteen years after Satoshi Nakamoto published the Bitcoin white paper, almost everyone has heard of Bitcoin. What is remarkable is everything it has survived. Governments have attacked it. Economists have dismissed it. Investors have called it a bubble and rat poison. Exchanges have failed. Fortunes have been lost. Bitcoin itself has fallen more than 70% multiple times, endured crypto winters that were supposed to mark its end, and been declared dead more times than anyone can count.And
The Silent IPO Is Over: Bitcoin, AI, and the Collision of Time (opens the original)
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The SignalLike many people drawn to the stock market, one of the first books I read was Reminiscences of a Stock Operator. It follows Jesse Livermore’s rise, crashes, and recovery, with a central lesson: success in markets requires patience, emotional discipline, and listening to the tape rather than fighting it. As someone who spends much of his life thinking several years into the future, that lesson has kept me honest. It forces me to think in bets rather than certainty and look for a signal.
The Yen Signal: An AI Agent Macro Nexus Point (opens the original)
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I joined Morgan Stanley in 1992, just as arguably the greatest asset bubble of the twentieth century was deflating. Japan’s stock market had peaked, land prices were rolling over, and the country was beginning a journey that would define global macro for the next three decades: the slow accumulation of government debt to levels economists have repeatedly argued would be unsustainable. At the time, Japan was the outlier. Today, the government debt virus has spread across most of the developed wor
The Age of Abundant Intelligence and Scarce Bitcoin (opens the original)
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Executive SummaryAI is compressing the lifespan of every corporate advantage, and the market is already pricing it: in July, volatility inside the equity market hit all-time highs while Bitcoin’s volatility sat at cycle lows, and this paper argues those two facts are the same story.This is a long paper because the argument required a market event before it could be seen clearly. July supplied it, so pour the coffee and settle in.Two volatility readings crossed in July. Factor volatility, the tur
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