- Jordi Visser was bullish on Bitcoin and expects it to reach new all-time highs in 2026 on The Pomp Podcast on Saturday.
- He cited inflation, liquidity needs, and rising institutional allocations as key drivers.
- Visser said U.S. equities may not hit new highs as capital rotates into commodities, artificial intelligence, and other sectors.
Veteran macro investor Jordi Visser said Bitcoin (BTC) could reach new all-time highs this year, citing inflation, the need for liquidity, and rising institutional demand, on The Pomp Podcast, on Saturday.
Visser, who has over three decades of market experience and serves as President and Chief Investment Officer of Weiss Multi-Strategy Advisers LLC, said Bitcoin stands out as a preferred asset in a shifting macro environment.
Visser was bullish on Bitcoin and said it was likely to gain further traction as investors increasingly sought liquid, high-growth assets in a market dominated by illiquid investments such as private equity and private credit. He added that institutional allocations were likely to increase, as Bitcoin remained one of the few digital assets widely accepted by large investors.
“I want to be invested in something that can compound at 50% a year… and I think Bitcoin will reach all-time highs this year,” Visser added, pointing to inflation and structural shifts in markets.
He also described Bitcoin as a belief-driven asset with broad acceptance across both retail and institutional investors, calling it the primary entry point for capital into the digital asset ecosystem.
The investor contrasted this outlook with equities, saying he does not expect U.S. stock markets to reach new all-time highs in the near term, as inflation and structural changes weigh on valuations. The Pomp Podcast, hosted by entrepreneur Anthony Pompliano, features discussions on markets, macro trends, and digital assets.
Bitcoin’s price was trading at $67,021, up by 0.9% over the past 24 hours. On Stocktwits, the retail sentiment around Bitcoin remained in the ‘extremely bearish’ territory, as chatter levels around it improved from ‘low’ to ‘normal’ over the past day.
Shifting Market Regime Prefers Bitcoin
Visser said markets moved beyond the “glory days” of quantitative easing and low inflation into a new regime marked by higher inflation, geopolitical risk and tighter liquidity, where capital was likely to rotate toward liquid, globally accessible assets like Bitcoin.
He pointed to Bitcoin’s relative stability during recent market stress and growing institutional flows as signs of strength, describing Bitcoin as the “chosen one” for crypto exposure.
In contrast, he said U.S. equities were unlikely to reach new all-time highs this year, warning of a potential 15 to 20% correction in the S&P 500 followed by consolidation, while noting that the current environment favored a “bull market in some things, not the market,” with commodities, energy, materials, semiconductors and artificial intelligence (AI) related infrastructure expected to outperform.
The broader push toward AI was also put forward by U.S. President Donald Trump. He highlighted artificial intelligence as a strategic priority at the Future Investment Initiative summit held in Miami on Friday, positioning the sector as a key driver of growth and investment, essential for the US economy. “Ensuring the United States remains number one in artificial intelligence. We're doing great.” President Trump added.
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