Crypto · updated Oct 25, 2026
Crypto sentiment this week: what top investors are saying
Where the voices we follow stand on bitcoin, ethereum, stablecoins and regulation, from their latest episodes, Oct 18–25, 2026.
Consensus
Split
Of the 3 voices with a recent view, 1 bullish, 1 neutral, 1 bearish.
The read
Crypto sentiment leans risk-on but is split, with a strong Bitcoin bull set against skeptics who doubt its long-term security and usefulness.
Jordi Visser was strongly bullish, arguing tokenization is already advancing and could disrupt hedge funds and become a durable investment theme.[1] Visser rejected the idea that quantum computing will take Bitcoin to zero, saying existing quantum computers cannot break it and the protocol could adopt quantum-resistant cryptography.[1] He also said Bitcoin would outperform U.S. stocks, gold, and real estate over the next decade, citing a forecast he attributes to JPMorgan.[1] On Peter Diamandis's show, Peter said Bitcoin would perform exceptionally well, while Alex called Bitcoin unproductive and said most crypto-branded activity is too.[2] Chamath Palihapitiya, also on Diamandis's show, argued traditional crypto is capped by limited buyer fungibility and security risks, including AI-enabled cryptographic attacks.[3]
Where they disagree
Jordi Visser dismissed the quantum threat to Bitcoin, while Chamath Palihapitiya said on Peter Diamandis's show that Bitcoin could eventually be hacked and fall to zero.[1][3]
Sources (3)
- Jordi Visser: AI Bubble Burst? Bitcoin to Zero? Hedge Funds Wrecked? Sounds Like a Bottom is Near (Oct 25, 2026) · watch
- Peter Diamandis: SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305 (Oct 23, 2026) · watch
- Peter Diamandis: Chamath: AGI Is Here, Anthropic’s $100B Giveaway, Elon’s SpaceX Shares for 72M Kids | EP #304 (Oct 21, 2026) · watch
Where each voice stands
| Voice | Stance | Their view | As of |
|---|---|---|---|
| Jordi Visser | Very bullish high conviction · years | He is strongly bullish on crypto infrastructure, Bitcoin, and tokenization, arguing that AI agents and cybersecurity concerns will increase their relevance. | today |
| All-In Podcast | Neutral low conviction · years | Crypto prices and adoption are not discussed as an investment outlook, although Shkreli notes quantum computing could eventually threaten cryptographic problems. | 12 days ago |
| Peter Diamandis | Bearish high conviction · years | Views were divided: Peter was bullish on Bitcoin, while Alex judged Bitcoin and much crypto to be unproductive uses of scarce capital. | yesterday |
Themes this week
- Bitcoin · 2 voices
- Tokenization · 1 voice
Crypto consensus over time
The history chart appears once there are a few days of data (tracking since Oct 25, 2026).
Strongest calls in the last two weeks
- He says tokenization is already advancing and expects it to disrupt hedge funds and become a durable investment theme.
“Tokenization is absolutely going to disrupt hedge funds”
- He rejects the claim that Bitcoin will go to zero because of quantum computing, saying existing quantum computers cannot break Bitcoin and the protocol could adopt quantum-resistant cryptography.
“Existing quantum computers cannot break Bitcoin.”
- He predicts that AI-driven cyberattacks will become a major market story over the next three years and could push banks toward blockchain-based systems.
“this story here becomes the most important story over the next three years”
- He says Bitcoin would outperform U.S. stocks, gold, and real estate over the next decade, citing a forecast he attributes to JPMorgan.
“JP Morgan just said they think Bitcoin will be the best asset over the next decade.”
- He expects Bitcoin-related ETF share creation to rise significantly if Bitcoin moves back above $100,000.
“Once we get back above this level here, which in Bitcoin terms is basically going to be $100,000”
- Peter said Bitcoin would perform exceptionally well in the future because its supporters have strong incentives to solve its consensus mechanism.
“Bitcoin is going to do unbelievably well uh in the future.”
- Alex said Bitcoin is an unproductive asset and that most crypto-branded activity is unproductive.
“I think Bitcoin as an asset class is an unproductive use of capital.”
- Chamath argues that traditional crypto is capped by limited buyer fungibility, security risks, and the possibility of AI-enabled cryptographic attacks.
“it's capped”
- Chamath says Bitcoin could eventually be hacked and fall to zero.
“eventually it gets hacked and then it goes to zero.”
- Visser says he has shifted most of his portfolio into crypto and expects his AI allocation to remain smaller.
“The majority of my portfolio moved into crypto.”
- Visser says tokenization will change how hedge-fund covariance and margin work and forms part of the deleveraging shift.
“Tokenization is the final part of the deleveraging stage for hedge funds.”
- Alex argues that AI advances in mathematics could make cryptography, including post-quantum cryptography, vulnerable to being broken.
“I think exceptionally high”
Crypto in past weekly editions
Crypto topics
Frequently asked questions
Are investors bullish or bearish on crypto right now?
As of Oct 25, 2026, the voices Read on Risk follows are leaning risk-on on crypto (consensus index +27 on a scale from -100 to +100). Of the 3 voices with a recent view, 1 bullish, 1 neutral, 1 bearish. Their views are split.
Who is most bullish and most bearish on crypto?
Most bullish: Jordi Visser. Most bearish: Peter Diamandis. Based on each voice's latest episode as of Oct 25, 2026.
What are the biggest crypto themes this week?
The most discussed subjects were Bitcoin and Tokenization.
How is this consensus calculated?
Each new episode from the voices we follow is transcribed and summarised, including a stance on markets, AI and crypto from -2 (strongly bearish) to +2 (strongly bullish). The consensus is the average of every voice's latest stance, weighted by how strongly they hold it and how recent it is. The full method is on the methodology page.
More sentiment
Read on Risk summarises what other people said in public videos and podcasts. Summaries are generated by AI and checked by code against the transcript, but can still be wrong; follow the source links before relying on anything. This is not investment advice and nothing here is a recommendation to buy or sell. Disclaimer ·How this works