What Jordi Visser is saying about markets, AI and crypto

Current take

Recent calls and claims

• He predicts Micron could reach 1500 by the end of February, while cautioning that semiconductor corrections can occur even amid strong longer-term gains.

  “Micron could be at 1500”

  Very bullishPrediction: Micron 1500 (end of February)Jordi Visser, Oct 25, 2026Episode summaryWatch at 27:26
• 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”

  Very bullishPrediction: severe cyberattacks become a major market story (over the next three years)Jordi Visser, Oct 25, 2026Episode summaryWatch at 49:27
• 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.”

  Very bullishPrediction: outperform U.S. stocks, gold, and real estate (over the next 10 years)Jordi Visser, Oct 25, 2026Episode summaryWatch at 51:29#Bitcoin#S&P 500#Gold
• 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”

  Very bullishPrediction: Bitcoin above $100,000 and ETF shares rising significantlyJordi Visser, Oct 25, 2026Episode summaryWatch at 53:35#Bitcoin
• Visser expects crowded hedge-fund positions to keep falling into hyperscaler earnings and possibly the midterm elections, followed by a year-end snapback if there is no AI bubble.

  “the pain trade for this is to continue into the hyperscaler earnings and maybe all the way into the midterms”

  NeutralPrediction: continued positioning decline, then a snapback (end of the year)Jordi Visser, Oct 18, 2026Episode summaryWatch at 19:57#S&P 500
• Visser says Nvidia's guidance indicated 70% revenue growth for the next year, which he regards as evidence that AI business demand remains strong.

  “Nvidia just guided for 70% revenue growth.”

  Very bullishPrediction: 70% revenue growth (next year)Jordi Visser, Oct 18, 2026Episode summaryWatch at 51:57#Nvidia
• Visser says Bitcoin is holding up during the selloff but is unlikely to rise until hedge-fund conditions stabilize.

  “I don't think we're going to see a move higher in Bitcoin until we see some stabilization in the hedge fund scenario.”

  BullishPrediction: no sustained move higher until hedge-fund conditions stabilizeJordi Visser, Oct 18, 2026Episode summaryWatch at 1:15:08#Bitcoin
• Visser says Bitcoin could meander back toward 75 before conditions improve.

  “it would not surprise me if it kept meandering back down towards the 75 area”

  BearishPrediction: 75Jordi Visser, Oct 18, 2026Episode summaryWatch at 1:15:08#Bitcoin
• Visser believes hedge-fund deleveraging is either finished or in its final innings, and that positioning has been substantially reset.

  “the deleveraging is either done or in the seventh or eighth inning”

  BullishJordi Visser, Oct 25, 2026Episode summaryWatch at 1:23
• He does not think the current AI cycle is a bubble, because he sees real demand and expects the technology-driven expansion to continue.

  “this is not a bubble”

  Very bullishJordi Visser, Oct 25, 2026Episode summaryWatch at 2:39

Episode summaries

• AI Bubble Burst? Bitcoin to Zero? Hedge Funds Wrecked? Sounds Like a Bottom is Near
  Jordi Visser argues that a severe hedge-fund deleveraging has likely run its course, while economic indicators and corporate earnings do not yet show a recession or an AI-demand collapse. He remains strongly bullish on AI infrastructure and related healthcare applications, though he expects faster information cycles and recurring volatility to make leveraged strategies more fragile. He also rejects claims that Bitcoin is headed to zero, arguing that tokenization and agentic commerce are merging crypto with mainstream finance and that AI-driven cyberattacks could accelerate blockchain adoption.
  Oct 25, 202657 minMarkets: BullishAI: Very bullishCrypto: Very bullish
• The AI Bubble Didn’t Pop. Hedge Fund Leverage Did.
  Jordi Visser argues that the market turmoil is a hedge-fund deleveraging event, not an AI bubble bursting: the S&P 500 is near its highs, while crowded, leveraged strategies are suffering sharp losses. He remains bullish on AI infrastructure and adoption, citing expanding use cases, rising demand and long-dated supply constraints, though he expects volatility and further forced selling before a possible year-end rebound. He is also strongly positive on crypto and tokenization over the longer term, but says Bitcoin may not rise until hedge-fund stress stabilizes and could drift toward 75.
  Oct 18, 202677 minMarkets: NeutralAI: Very bullishCrypto: Very bullish

What Jordi Visser talks about

• S&P 500 · 2 episodes
• Nvidia · 2 episodes
• Federal Reserve · 2 episodes
• Recession · 2 episodes
• Interest rates · 2 episodes
• Microsoft · 2 episodes
• Anthropic · 2 episodes
• OpenAI · 2 episodes
• Bitcoin · 2 episodes
• Tokenization · 2 episodes
• Ethereum · 1 episode
• Stablecoins · 1 episode

Other voices

• All-In Podcast
• Peter Diamandis