Key Takeaways
- • Macro investor Jordi Visser, with more than 30 years in financial markets, argues Bitcoin is diverging from traditional markets and could rally before year-end 2026 as Wall Street uncertainty and hedge fund losses mount.
- • Visser identifies two windows: late October, when major technology companies report earnings amid AI-investment sentiment and the November 3 US midterm elections, and December, when hedge funds rebalance positions at year-end.
- • Visser cites Bitcoin gaining roughly 30% and Ethereum more than 30% since June, while the S&P 500 and Nasdaq stayed flat over the same period.
- • Visser expects Bitcoin to return toward its previous highs but did not provide a specific price target; he flagged resistance in the $82,000-$85,000 range.
- • Visser views AI and tokenization of real-world assets as potential drivers of capital flows out of hedge funds and private credit into crypto markets, though the report is an interview-based opinion rather than a forecast with stated probability.
Summary
Macro investor Jordi Visser, who has more than 30 years of experience in financial markets, told Cryptonews.net that rising uncertainty on Wall Street and difficulties facing hedge funds could create a bullish opportunity for Bitcoin (BTC). He suggested Bitcoin is beginning to diverge from traditional markets and that a strong rally could occur before the end of the year. Visser linked recent volatility in the artificial intelligence sector and losses at leveraged hedge funds to a more favorable environment for the cryptocurrency, arguing that Bitcoin is showing notable resilience as AI reshapes investment strategies.
Asked when Bitcoin's next major move might begin, Visser pointed to two periods. The first is the end of October, when large technology companies announce quarterly results and renewed optimism around AI investment could affect Bitcoin. He noted that the US midterm elections on November 3 fall in the same window. The second is December, when hedge funds adjust positions ahead of year-end, which he said could produce sharp market moves. Visser expects Bitcoin to move back toward its previous highs but did not offer a specific price target.
A central pillar of his view is relative performance. According to Visser, Bitcoin has gained about 30% and Ethereum (ETH) more than 30% since June, while the S&P 500 and Nasdaq have been flat over the same period. He said Bitcoin's resistance in the $82,000-$85,000 range despite selling pressure in equities could signal a shift in how investors approach crypto. He also argued Bitcoin's risk-return profile over the past four months compares favorably with many traditional investment options.
Visser believes AI and tokenization could fundamentally change how traditional finance operates. Tokenizing real-world assets could free capital currently locked in hedge funds and private credit markets, which he said could raise interest in Bitcoin. Quoted in the article, he said: "If I'm right, the best way to protect against this is to buy Bitcoin." He framed Bitcoin as a potential alternative store of value for the financial system, and said tokenization developments may become more pronounced in 2027 and could support new capital inflows. The article notes it is not investment advice.
Asked when Bitcoin's next major move might begin, Visser pointed to two periods. The first is the end of October, when large technology companies announce quarterly results and renewed optimism around AI investment could affect Bitcoin. He noted that the US midterm elections on November 3 fall in the same window. The second is December, when hedge funds adjust positions ahead of year-end, which he said could produce sharp market moves. Visser expects Bitcoin to move back toward its previous highs but did not offer a specific price target.
A central pillar of his view is relative performance. According to Visser, Bitcoin has gained about 30% and Ethereum (ETH) more than 30% since June, while the S&P 500 and Nasdaq have been flat over the same period. He said Bitcoin's resistance in the $82,000-$85,000 range despite selling pressure in equities could signal a shift in how investors approach crypto. He also argued Bitcoin's risk-return profile over the past four months compares favorably with many traditional investment options.
Visser believes AI and tokenization could fundamentally change how traditional finance operates. Tokenizing real-world assets could free capital currently locked in hedge funds and private credit markets, which he said could raise interest in Bitcoin. Quoted in the article, he said: "If I'm right, the best way to protect against this is to buy Bitcoin." He framed Bitcoin as a potential alternative store of value for the financial system, and said tokenization developments may become more pronounced in 2027 and could support new capital inflows. The article notes it is not investment advice.
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