A 30-Year Veteran Analyst Claims Bitcoin Could Soon See a Surge

Veteran financial expert Jordi Visser explained why Bitcoin could become the strongest “exit point” amidst the turmoil in global markets.

Jordi Visser, with over 30 years of experience in macro investing, discussed recent developments in the global economy and Bitcoin’s unique position within this context in an extensive interview with Anthony Pompliano. According to Visser, the rise in commodity markets and the congestion in credit markets create a perfect situation for Bitcoin.

Visser stated that institutional investors were virtually “paralyzed,” particularly due to tensions in the Middle East (Iran, oil prices, and attacks on energy infrastructure). He argued that the rapid rise in prices of basic commodities such as gasoline, diesel, and helium had not yet been fully reflected in inflation data, but that markets could face a serious shock when it does.

Visser added that the biggest driving force for Bitcoin is the ongoing credit problems. “The best thing for Bitcoin is that the credit problems, which I believe cannot be solved on their own, continue,” Visser said, summarizing the situation as follows:

While commodity markets (oil, silver, etc.) are experiencing a scarcity-driven bull market, software and code-based assets are experiencing an “abundance” and a decline in value. Bitcoin sits at the intersection of these two worlds, acting both as a technological growth asset and a commodity due to its limited supply.

Another key point highlighted in the discussion was the geographical shift in interest in Bitcoin. The Bitcoin narrative, previously centered on China and Asia, is now shifting towards the Middle East. Visser and Pompliano noted that young leaders and sovereign wealth funds in the region are beginning to prioritize Bitcoin and digital assets over traditional instruments like gold.

Visser stated that artificial intelligence (especially “agentic AI” and digital workers) has created significant deflation in the software sector, but inflation continues in the hardware and commodities sectors. In this environment, he emphasized the importance of investors maintaining their cash positions and turning to liquid, 24/7 traded assets like Bitcoin.

According to Visser, Bitcoin’s performance could see a significant surge when it becomes clear that the Fed will have to focus on economic recession and deflation rather than inflation in the future. He concluded by saying, “When the liquidity story becomes a real problem, Bitcoin will stand out as a high-volume, 24-hour trading asset.”

*This is not investment advice.