Analysts warn: Artificial intelligence will replace the US stock market! Funds are pouring into Bitcoin, which will surpass gold market capitalization in the future.

2025-09-01 01:30:07

As artificial intelligence (AI) accelerates the innovation cycle, traditional stock markets may lose their long-term investment appeal. Bitcoin analyst and investor Jordi Visser predicts that in the coming decades, blockchain will replace stocks as a higher quality investment target, and Bitcoin (BTC) will be the biggest beneficiary of this capital shift.

AI accelerates the innovation cycle, stock investment models may be disrupted

Visser pointed out during an interview with Anthony Pompliano that AI is compressing the innovation process, which originally took 100 years, into 5 years or even less.

Result: Public companies find it difficult to reach “escape velocity” and cannot establish a long-term moat.

Investment model transformation:

Shift from “long-term holding” to “short-term trading”
From investing in “ideas” to investing in “beliefs”

Visser believes that Bitcoin is a belief asset, possessing a cross-century vitality like gold: “In 100 BC, none of the companies in the S&P 500 index existed, but gold still exists today. And Bitcoin will exist for a very long time.”

The Rise of Blockchain and Digital Assets

With the integration of AI and Blockchain technology, the traditional financial system is being disrupted:

Increase in digital economy participants: More countries, enterprises, and individuals are participating in global finance through Blockchain.

Value storage and yield coexist: Digital assets can be deployed in decentralized finance (DeFi) to earn yields.

Cross-border advantages: Bitcoin and other crypto assets are not restricted by national borders, with liquidity and accessibility superior to gold.

Eric Trump: Bitcoin will reach 1 million dollars

At the Asia Bitcoin 2025 conference held in Hong Kong, Eric Trump predicted that the price of Bitcoin will reach 1 million dollars each in the future.

Reason:

Nation-states, wealthy families, and public companies are aggressively buying BTC.
More and more companies are incorporating Bitcoin into their balance sheets, replacing traditional business models.
ETFs and regulatory-compliant products will attract more institutional funds.

As of the time of writing, the market capitalization of Bitcoin has exceeded 2.1 trillion USD, with some analysts predicting that it will surpass the market value of gold in the future, becoming the world’s premier store of value asset.

Potential Impact of Capital Transfer

Capital Outflow from the Stock Market: AI Shortens Corporate Lifecycles, Weaken Long-term Investment Appeal of Stocks

Capital inflow into the cryptocurrency market: Bitcoin and other digital assets become a safe haven for funds.

Value storage pattern reshaped: Bitcoin may replace gold as the new generation of global reserve asset

Conclusion

As AI accelerates innovation and blockchain permeates finance, Bitcoin stands at a historical turning point. Visser’s perspective, along with Eric Trump’s million-dollar prediction, reveals a significant shift that may occur in future capital markets: from stocks to on-chain assets, from ideas to beliefs. For investors, this is not only an opportunity for asset allocation but also a moment that may witness the restructuring of the financial order.

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