Jordi Visser

Bitcoin was built for this macro moment — as the Fed faces a new trap of debt + oil + slowing growth, Bitcoin's original store-of-value narrative returns

Bitcoin is now trading as a risk asset correlated with growth and liquidity — its performance is closely tied to software/tech ETFs not gold

AI demand will prevent a recession in 2025 — AI capital expenditure and productivity gains are absorbing the macro headwinds

Inflation has peaked but markets haven't identified it yet — second half of 2022 will see the inflation narrative shift.

There will be no recession in 2022 — the economy will avoid a technical recession despite the Fed hiking cycle.

The S&P 500 will hit new all-time highs in 2022, despite the war in Ukraine and the Fed's hawkish rate stance.

Inflation is not transitory — it is structural and here to stay, driven by supply shortages in housing, energy, and labour.

Bitcoin and crypto will be significant risk assets that benefit from the tech/AI super-cycle — Bitcoin will be a major winner of the coming decade alongside AI.

Bitcoin is here to stay as a legitimate institutional asset class — institutional adoption will accelerate and Bitcoin will be a permanent part of institutional portfolios.

The S&P 500 is approaching all-time highs after the COVID crash and will recover its losses — risk assets are the correct tilt (implying the March 2020 crash low is the buying opportunity).

The 2020 COVID shock is a regime-change event that will shift how markets function — not a temporary disruption but a structural transformation of the macro and investment landscape.

I think the software names are going to be under attack again, but this time when they go down, I think Bitcoin is going to be going higher.

I don't think in the rest of my lifetime we will see either one of those things [prolonged bear markets or multi-year recessions].

I believe earnings would be good this year. I believe the economy will be good this year.

What if a company like salesforce.com actually highlights in their earnings coming up that they are seeing a loss of seats? This will start another wave of this. >> Watch out below.

I definitely think it's [the S&P 500] going to underperform the scarcity verticals [over the next 12 to 24 months].

When we get the next CPI print, we will be above 4% most likely.

the next CPI print that we get in March April time frame um will be flattish... somewhere in the like let's call it 3 to 4% range... not going to in my opinion spike to over 5%

it is going to somewhere in the 3.3 3.5 range is where we're going to kind of hang out for a little bit [inflation]

somewhere around 80 to 75 even is is where it is [at the end of the year]

I don't think we're getting back to 63 [for the price of oil].

will the price of semiconductors be higher or lower 5 years from now I think they'll be lower

Elon has said we're going to have a bunch of idle chips that people have purchased sitting around this year

every chip is going up. It doesn't matter which semiconductor thing.

SpaceX is going to be fully capitalized and whether he takes 75 billion or 100 billion

Bit has joined hands with UNICEF to support blockchain education for 1.1 million people by 2027.

I'm very bullish on Bitcoin through the end of the year.

it's got to go higher because there's only so many of them.

The hyperscalers to me, even though they're making numbers, are going to continually be under multiple compression, which means best-case scenario, they kind of go sideways.

Eli Lilly's... earnings [will continue] growing because of Ozempic

They will limit shareholder redemptions. Uh this won't stop and remember, these are not a minor deal, guys. This is a big deal. Uh They have to Next time they come up, I mean, they have to come up with more money.

growth as an asset in terms of stocks has just been destroyed. And I think this is going to continue.

Now we've got rate hikes around the globe that are going to start.

we have a lot of inflation still to come.

diesel prices and all these refined products... is going to continue to see [damage/higher prices].

that CPI number you saw 0.9, you can expect at least another two months of numbers that are going to be somewhat similar

It is highly likely, based on what's going on, that we will be well above 4%, maybe even let's assume 5% [CPI]

compute prices are only going to get worse going forward

rates are going to stay below inflation for a period of time

you're going to have negative real yields very soon on headline inflation

PPI prints saying we're going back to double digits globally

in my opinion, [Nvidia] it's going higher

total [AI compute] spending keeps climbing

Software pain is about to get a lot worse as the public software companies go down and the private equity markdowns happen, obviously the debt has to get hit, too.

If we trade above 76,000 and at the same time we see Ethereum above 2400 I believe that is the beginning of a move that will be sustainable this year

If we trade above 76,000, and at the same time, we see Ethereum above 2400, I believe that is the beginning of a move that will be sustainable this year

there is no recession coming.

We have zero rate cuts by the end of the year.

public companies are just not going to produce returns over the next 10 years

Headline inflation is now 3.3 and it will be above five just based on what's going to happen with food prices and what's going to happen with gas.

if inflation does go above 5%, you're going to have negative wages.

the airline prices are going to go higher. And this is not a question of will it. It will.

SpaceX is coming to the market.

headline CPI will be above the 3-month rate as of next month

we'll be entering the regime... of the Fed on hold or easing

you're going to start to see a break in correlation [for Bitcoin] and I think people are going to start to focus on it as a scarcity asset

the S&P is not moving anywhere

when [software companies] show any signs of AI showing up in their numbers, that means they're going to get pummeled

we'll have a trillion dollars of revenues

I don't think the unemployment rate is going to go higher.

So when we talk about oil prices and we talk about global recessions, it's not going to happen.

CPI over the next two months will get above 4% year-over-year.

when the pendulum shifts to recession is the best time for people to start buying into stocks. We'll be there sometime in the next six weeks.

I think everyone has thought that the profit margins the S&P would keep going up. I don't see that is happening.

We're not going to see the 1970s with these job losses.

I will take from this point Bitcoin and I will take semiconductors and I will take silver over anything related to gold at this point because I think the agentic world has changed the equation.

There is no way that we will have enough compute for all of the agents until we've at least gotten to the point four or five years from now

Nvidia ... they'll probably be the company that leads us from whatever low we make in the first six months of this year

even if we only see a mild reaction here in nominal GDP, we will definitely see a revenue hit from overseas [for the S&P 500].

We've got, you know, gas turbine issues that are going to be here for the next three years.

[OpenAI is] going to raise a hell of a lot more money by the end of the year.

The bottom will come in most likely at least for this year will be when we peak year-over-year CPI, which I think at this point is likely to happen May, June, maybe even later.

we will still head up towards 60 over the course of the year in my opinion in terms of the PMI

we would lose a very important hedge fund this year

The inflationary pressures will be there the entire year, although they will peak.

I don't think there's a recession

when we make a bottom this year, I fully expect it will be an upside to downside volume blowout

I think you're going to see revisions come down from companies that are global.

The Fed can't raise rates this time, guys. It's just not going to be able to do it because of where we are.

Bitcoin will be the best performing asset once we get through the point where the government has to get involved.

Morgan Stanley's head... [is] turning our dark pools to support tokenized equities by the end of 2026.

the spot market is telling you that we're going to see inflation higher than what people think.

It's not a stopping, it's a slowdown [in the economy].

It will lead to them [private credit funds] now needing to sell bonds... When you sell the bonds off, you're taking marks on them.

AI will replace 9.4 million jobs at Uber.

for the next couple years the entire AI industry is going to be defined by this fact demand is going to wildly outstrip supply

The BDC's are down, but so are the private equity names relative to the S&P. I don't think that's going away.

we are now hiring hundreds of thousands of digital employees a month... that will continue

we have a new Fed chair coming in in May.

I still believe that we're going to make it into 2027 with things still being incredibly tight [in the memory market].

Bitcoin will be the best performing major asset of 2026 — driven by stablecoin infrastructure scaling and institutional ETF access sitting at the apex

Inflation may rise to levels not seen since the early 1990s — headline CPI could reach 6%