Main Points：
- The global financial system is reaching a critical turning point, similar to the post-WWII shift from the British Pound to the U.S. Dollar.
- Trust in major fiat currencies like the USD and CNY is declining, with no strong alternative emerging.
- Bitcoin’s decentralized structure is gaining appeal as a trustworthy alternative.
- Technological evolution and distrust of centralized institutions are fueling Bitcoin adoption.
- Major hedge funds and investors are adjusting their strategies to prepare for a new financial era.
- Bitcoin is increasingly becoming a core holding for macro investors like Jordi Visser.
A Historic Shift in Global Financial Order
In an insightful commentary, Wall Street veteran and macro investor Jordi Visser pointed out that the world is currently witnessing a historic shift in the global financial system. Just as the U.S. Dollar replaced the British Pound as the world’s reserve currency after World War II, we may be standing at the brink of another transformation.
According to Visser, the Bretton Woods system, which originally tied the dollar to gold, has been unraveling since the 1971 “Nixon Shock” when the United States abandoned the gold standard. Over time, the stability and supremacy of the U.S. Dollar have weakened, leading to increasing instability in the global financial order.
Visser believes the current USD-based system is nearing its limits, and with no credible fiat currency replacement on the horizon, Bitcoin is emerging as a viable alternative.
Why Bitcoin? Trust and Technological Evolution
The decline in trust towards the U.S. Dollar is no longer just speculative; it is becoming an observable trend.
Visser elaborated that both the U.S. and China, the two largest economies in the world, are facing structural weaknesses in their currencies. Despite China’s attempts to strengthen the yuan, it remains plagued by trust issues. The United States, meanwhile, grapples with massive trade deficits — around $470 billion with China and nearly $300 billion with Europe — further weakening confidence in the dollar.
“Governments around the world no longer trust each other’s currencies, and there is no clear fiat replacement,” said Visser. Against this backdrop, Bitcoin’s decentralized, trustless nature becomes its greatest strength. Unlike fiat currencies, Bitcoin does not rely on the creditworthiness of a state or a central bank.
Moreover, the evolution of blockchain technology has matured to a point where it can support a global, decentralized financial system, making Bitcoin an even more attractive proposition.
Bitcoin as a Hedge in an Uncertain Macro Environment
Major investment firms like Bridgewater Associates have been issuing reports warning about the historical transformation underway in the global financial system. Visser agreed with these analyses, stating, “The financial order has changed, and this will redirect capital flows for the rest of this cycle.”
Interestingly, Visser sees this transformation not only as a risk but also as a unique investment opportunity. He believes that technological competition, especially in artificial intelligence and blockchain, will reshape industries and create new investment paradigms.
In his personal investment strategy, Visser revealed a significant overweight allocation to Bitcoin. “My holdings in Bitcoin have increased since the beginning of the year, even though the price has remained relatively stable,” he said, underlining his strong conviction in Bitcoin’s long-term potential.
Recent Trends Supporting Bitcoin’s Rise
Recent developments across financial markets and regulatory environments have further reinforced Bitcoin’s momentum:
- Spot Bitcoin ETFs: The approval and growing adoption of spot Bitcoin ETFs in the U.S. have opened the floodgates for institutional investors.
- Geopolitical Risks: Rising geopolitical tensions, from Eastern Europe to the South China Sea, have made Bitcoin a preferred asset for those seeking neutrality.
- CBDCs and Privacy Concerns: As central banks worldwide push for Central Bank Digital Currencies (CBDCs), concerns about state surveillance and capital control are making Bitcoin’s decentralized attributes even more attractive.
- Emerging Market Adoption: Countries in Latin America, Africa, and Southeast Asia are increasingly turning to Bitcoin as a hedge against currency devaluation and inflation.
Bitcoin’s Investment Vehicles and Growing Accessibility
Investment platforms are also making Bitcoin more accessible to everyday investors.
Japanese exchange OKJ, for instance, offers a Bitcoin accumulation plan where users can automatically invest between ¥1,000 to ¥200,000 daily, weekly, biweekly, or monthly. They even provide a campaign granting ¥1,000 worth of Bitcoin for new account holders.
This kind of service lowers the entry barrier for busy individuals who want to gradually build Bitcoin holdings without actively managing trades, further democratizing Bitcoin investment.
Final Thoughts: Bitcoin’s Role in the New Financial Era
The world is undergoing profound changes in the structure of its financial systems, and Bitcoin is at the heart of this transformation.
As trust in traditional currencies erodes, and as technological innovations open new possibilities for decentralized finance, Bitcoin is no longer just an alternative asset — it is becoming a foundational pillar for a new era.
From institutional investors to everyday savers, Bitcoin offers an unprecedented blend of trustlessness, accessibility, and innovation.
The financial world may not shift overnight, but as Jordi Visser and other macro thinkers highlight, the transition is already underway.
