NBA champion Tristan Thompson advised his teammates to accumulate Bitcoin every day, framing the digital asset as "digital gold" essential for long-term wealth preservation. Speaking on Anthony Pompliano’s podcast on Tuesday, Thompson stated he holds Bitcoin not due to expectations of dollar collapse, but because he believes the internet will continue to dominate the global economy.

Thompson challenged listeners to find a savings account matching Bitcoin’s historical performance, noting the asset has appreciated by over 60% annually on average across the past 14 years. He emphasized that legislative developments, such as the Genius Act and a potential Clarity Act, could unlock significantly more capital for on-chain activities.

Tactical Trading vs Long-Term Accumulation

While advocating for steady Bitcoin accumulation, Thompson separated this strategy from his active trading activities. He disclosed shorting Hyperliquid, tracked via Hyperliquid Strategies Inc (NASDAQ: PURR), at $61 when sentiment was broadly bullish. Although the price initially moved up, it eventually declined, allowing Thompson to exit the position with a profit.

Thompson described himself as an active perpetuals trader who shares real-time positions on X under the handle TSM13. He noted that teammates frequently contact him during market volatility, to which he consistently replies: "Buy every day. Stack it."

Investment Focus: AI Infrastructure

Thompson expressed skepticism regarding the current artificial intelligence landscape, comparing it to the early dot-com era. He argued that while hundreds of companies are raising tens of millions of dollars, most will eventually fail. Survival, he posited, depends on having real products that consumers are willing to pay for.

He identified energy infrastructure as the critical bottleneck for AI growth, stating that without solving power constraints, investments in data centers and models are ineffective. His most excited current bet is Palomino Labs, founded by former SpaceX technology sellers. The company is developing micro-LED cooling channels that cut data center electricity and water usage by roughly 40%.

What the Numbers Show

Thompson’s investment philosophy reveals a distinct bifurcation between high-conviction long-term holding and tactical short-term trading. While he advocates for passive, daily accumulation of Bitcoin based on its 14-year historical average of over 60% annual appreciation, his engagement with assets like Hyperliquid involves active, sentiment-driven positioning. This contrast is evident in his decision to short HYPE at $61 against bullish consensus, highlighting a strategy where long-term "stacking" coexists with aggressive, real-time market speculation.

On broader market trends, Thompson suggested prediction markets bring fans closer to sports, drawing a parallel to the NBA’s initial resistance followed by eventual embrace of outside platforms for highlights.

Macro investor Jordi Visser stated on Wednesday that the US Treasury's intervention in the yen market signals underlying financial trouble for the US government. He identified Bitcoin (CRYPTO: BTC) as his top investment bet to capture the money printing he expects to follow this move.

Speaking on the Wolf Of All Streets podcast, Visser outlined his thesis that Bitcoin and artificial intelligence intersect not through short-term price correlation but through long-term structural disruption. He argued that AI will disrupt every business globally over the next five years, driving a wave of deflation that pushes the cost of goods and services toward zero.

The Macro Case For Bitcoin

Visser posited that in an environment of AI-driven deflation, investors will prioritize preserving value over chasing inflation hedges. He highlighted Bitcoin’s fixed supply as a distinct advantage in this scenario.

The macro backdrop for this view centers on US fiscal pressures. Visser noted that the US carries enormous debt and a worsening deficit while facing rapidly growing capital needs for AI infrastructure. He argued that the government cannot raise interest rates because interest expense already exceeds defense spending. This leaves running the economy hot and hoping for AI productivity gains as the only viable option.

"The intervention in the yen is the signal that the US is in trouble," Visser said. "And I don’t think the pressure on the yen is going to go away."

He pointed to Treasury Secretary Scott Bessent’s call to raise the FIMA repo facility cap as a blueprint for future liquidity injection. Under this mechanism, Japan collateralizes its US treasury holdings at the Federal Reserve, receives dollars, buys yen, and the Fed prints the dollars. Visser compared this structure to the actions taken after the Silicon Valley Bank collapse.

Market Signals And Technical Levels

Despite the bullish macro thesis, Visser acknowledged that Bitcoin has not yet rallied significantly. He compared Bitcoin’s current trajectory to Micron Technology (NASDAQ: MU) in early 2025, when the AI memory trade was evident but the stock failed to break out for months before rising eight to ten times within a year.

Visser is monitoring the 200-day moving average as the critical clearing level for Bitcoin. He cited several factors as evidence of underlying strength:

• Bitcoin absorbed selling from Strategy (NASDAQ: MSTR).
• The asset held steady despite the Coldcard hack.
• Prices remained stable even as Clarity Act odds fell below 20%.
• Market sentiment withstood fears of a US-Iran war.

Visser described Bitcoin’s ability to absorb this negative news without breaking as the most bullish signal possible.

What the Numbers Show

Visser’s analysis links two distinct macro developments: the structural constraint of US fiscal policy and the technological shift toward AI. By connecting the fact that interest expenses exceed defense spending with the inability to raise rates, the data implies a forced reliance on monetary expansion. This creates a divergence between traditional inflation hedges and assets with fixed supply like Bitcoin, which Visser argues are better positioned for an environment where AI drives deflationary pressure on goods while government debt drives currency debasement.

Broader Crypto Market Watch

Beyond Bitcoin, Visser emphasized that Ethereum (CRYPTO: ETH) and Solana (CRYPTO: SOL) must participate alongside Bitcoin for a true bull market to begin. He is watching Dogecoin (CRYPTO: DOGE) as a retail sentiment indicator, noting it briefly broke its 20-day moving average for the first time in months before pulling back.

Looking further ahead, Visser expects 2027 to be the year of consumer AI agents transacting on-chain. He called this development the biggest catalyst crypto has ever seen.