Will Bitcoin Survive Quantum Computing? | Jordi Visser

Jordi Visser argues that Bitcoin is not going to zero from quantum computing risk, because quantum is fundamentally a hardware problem and the industry will have years to respond. He says the bigger near-term threat is cyberattacks and agentic AI, which are already accelerating password theft, bank hacks, and broader security failures. He also dismisses the idea that Chamath Palihapitiya’s take is a serious investment thesis, saying the ecosystem is already moving toward stronger cryptography and that large banks have an incentive to push solutions forward.

The conversation then broadens into market structure and the ongoing hedge fund unwind. Jordi says the damage across long/short equity, quant, and multistrategy funds has been historic, driven by the French carry-trade unwind and contagion across credit and fixed income. Despite the volatility, he says Bitcoin has held up well and that the current AI selloff looks like a correction inside an inevitable trend, not the end of it.

From there, Jordi argues that AI is already smarter than people in many workflows and should be used actively and passively as a life coach, memory system, and productivity layer. He also says the biggest investment implications are in healthcare and biotech, highlighting Eli Lilly as his top long and suggesting the company could become the largest in America within five years.