Jordi Visser 139K followers
@jvisserlabs
A
75.8 / 100
Last researched 20 Jul 2026, 01:34 UTC
Jordi Visser is a macro-focused strategist who analyzes markets through the lenses of technology, liquidity, and sovereign debasement. He has demonstrated strong cyclical timing when calling multi-year and local bottoms (notably in late 2022 and mid-2026) alongside robust, risk-managed portfolio structuring. However, he remains prone to overestimating Bitcoin's immediate decoupling from traditional equity and tech risk cycles, forcing public capitulations on some of his most aggressive bull targets.
Calls found
12
Resolved calls
11
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Calls (12)
Urged investors to aggressively accumulate Bitcoin (BTC) and Ethereum (ETH) 'down here,' arguing that digital assets had largely priced in the worst of the tech sector/speculative bubble liquidations and were showing structural outperformance compared to high-growth tech vehicles.
Despite short-term volatility and a local drop to ~$15,500 following the FTX collapse, this call successfully targeted the cyclical macro bottom before Bitcoin surged to over $73,000 in early 2024.
Expressed extreme bullishness, declaring himself 'all-in on Bitcoin' amidst the U.S. regional banking crisis and looming debt limit disputes, arguing that Bitcoin was entering its 'future of trust' moment.
Called at $27,619.95; Bitcoin consolidated over the summer and then exploded into a massive bull market, passing $42,000 by December 2023 and yielding over 150% gains in under a year.
Predicted that peaking interest rates and the imminent Spot ETF approvals would lead to a structural transition away from fiat currency inflation into hard digital scarcity throughout 2024.
Predicted at ~$42,500; the Spot ETF approvals in January 2024 triggered historic institutional inflows, pushing Bitcoin to then-all-time highs of $73,750 by March 2024.
Argued that the rise of agentic AI systems would cause Bitcoin to completely decouple from traditional tech stocks and absorb a historic capital rotation out of software into hard, decentralized code scarcity.
Instead of decoupling, Bitcoin maintained a high correlation to risk assets and tech liquidity, consolidation and languishing during the summer of 2025 while AI infrastructure stocks like Nvidia hit historic highs.
Walked back his near-term decoupling narrative and admitted that his original prediction that Bitcoin would 'at least double' in 2025 was wrong, conceding that Bitcoin is behaving as a high-beta risk asset.
This was a correct self-correction; Bitcoin failed to double from its late 2024/early 2025 base (~$93k-$94k), peaking briefly at $126k before entering a steep bear trend.
Warned that the path to new highs would feature major corrections of 20% or more, comparing BTC's volatility to Nvidia's drawdowns and warning bulls not to expect a smooth parabolic ride.
Called at ~$110,000. Bitcoin peaked shortly after at $126,198 on October 6, 2025, and then crashed to $90,394 by late November (a ~28% correction) and eventually to ~$60,000 by February 2026.
Argued that Bitcoin's post-all-time-high stagnation near $100k-$105k was not a cyclical top, but a healthy 'distribution phase' (like post-IPO lockup unlocks) setting up a structural squeeze higher.
This proved to be the cyclical top rather than a brief consolidation. Selling pressure accelerated heavily, driving Bitcoin down to ~$87,000 in December and all the way to ~$60,000 in early 2026.
Proposed a defensive '50-30-20' macro allocation: 50% in Money Market cash, 30% in traditional fiat assets (60/40), and 20% in Bitcoin.
While the 20% allocation to Bitcoin suffered a heavy drawdown over the next six months, the massive 50% cash money market allocation was highly prescient and shielded overall capital during the early 2026 correction.
Predicted that a supply-side inflation shock from geopolitical tension would trap the Fed, forcing them to look through inflation and making Bitcoin a prime beneficiary.
His macro diagnosis of the geopolitical inflation and Fed trap was highly accurate, but Bitcoin failed to rally in the near term, continuing its descent to ~$58,000 by early June 2026.
Announced active purchases of Ethereum (ETH), arguing that autonomous AI agents must use programmable smart contract networks (primarily Ethereum and Layer-2s) to transact and secure tokenized resources.
Called at ~$3,000; Ethereum subsequently posted its strongest month since August 2025, outperforming Bitcoin and tech equities on the back of institutional tokenization news.
Identified Bitcoin hitting its critical 200-week moving average (MA) at ~$61,000 as a generational buy zone, urging investors not to panic sell into the capitulation.
Called at ~$61,000. Although the price wick dipped slightly lower to ~$58,000, Bitcoin immediately established a hard technical bottom at this level and began rebounding.
Proclaimed that the 'ultimate bottom is in' for Bitcoin based on a strong bullish Relative Strength Index (RSI) divergence on the 4-hour chart, predicting a return to $70,000 and trading above $100,000 within a year.
Correct in the short term, as Bitcoin rallied over 10% to $66,313 within a week of the call. The long-term target of $100,000+ within a year remains pending.
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