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@jvisserlabs (published 2026-04-11T10
Brief
Bitcoin is, according to @jvisserlabs (Apr 11, 2026), entering its strongest regime as AI disruption, rising commodity inflation, and physical scarcity converge. He points to CPI poised to cross above 3M bill yields and rising software pressure from Mythos and AI agents, arguing fiat looks more vulnerable to exponential AI and Bitcoin could uniquely benefit as a code-native growth asset.
Why it matters
@jvisserlabs (published 2026-04-11T10:05:08Z) argues Bitcoin is entering its strongest regime driven by three converging secular forces: AI disruption, rising commodity inflation, and physical scarcity.
Key details
- He claims a near-term macro signal—"CPI is about to cross above 3M bill yields"—and says "the best historical Bitcoin regime is getting close," marking a break from TradFi's treatment of Bitcoin as a tech/liquidity-tied risk asset.
- He asserts software is under pressure from "Mythos" and AI agents, that the fiat system is increasingly vulnerable to exponential AI, and therefore Bitcoin may uniquely separate as the only growth asset built on code that could benefit.