Macro and AI investor Jordi Visser has highlighted the potential for a Bitcoin breakout amid current market conditions. In an interview with Anthony Pompliano, Visser noted that capital is increasingly moving into stablecoins due to Middle East turmoil, indicating a rising demand for USD safe-haven assets. He suggested that if private credit risks persist, the situation mirrors pre-2008 conditions, where financial stock underperformance often precedes a Bitcoin surge. Visser pointed out that the global equity market cap now exceeds 200% of GDP, and if credit spreads widen and equities weaken, central banks are likely to intervene. Such interventions could trigger high-beta rallies in Bitcoin. He also emphasized the declining value of traditional software stocks, advocating for a capital shift towards crypto infrastructure and DeFi, where Bitcoin's transparency and 24/7 liquidity offer significant advantages.