$BTC is emerging as one of the most valuable scarcity assets of the artificial intelligence era, according to macro strategist Jordi Visser.
Visser says the rapid expansion of AI is creating shortages in key areas such as compute power, energy, and infrastructure, changing how investors evaluate long-term value. Instead of pure abundance, AI may increase demand for limited physical resources.
Because of its fixed supply, Bitcoin could benefit from this shift as investors move capital away from traditional software companies and toward scarcity-linked assets like Bitcoin and crypto mining firms.
He also highlighted growing institutional demand, pointing to strong inflows into Strategy, rising traction for Bitcoin ETFs through firms like Morgan Stanley, and expanding access via major brokerage platforms.
Visser believes Bitcoin may soon become a standard portfolio asset, with financial advisors allocating 3% to 5% of client portfolios to BTC as adoption continues.
Bitcoin was trading near $75,000 at the time of the comments, while retail sentiment remained bullish.
If AI continues to reshape markets through resource scarcity, Bitcoin may strengthen its position as digital gold for the next economic cycle.