Jordi Visser says Bitcoin is nearing a turning point, and he sees the move coming before the year is out. In an appearance on the New Era Finance Podcast, Visser argued that an unstoppable surge in the cryptocurrency will begin toward the end of the year and carry Bitcoin above its all-time high by December.
Visser tied that call to a broad view of the U.S. economy, market structure and the rise of artificial intelligence in trading. He said the Federal Reserve has no chance of raising interest rates because of the country’s unsustainable debt burden, adding that the government now pays more than $1 trillion a year in interest, more than the defense budget. He said Bitcoin was built for that kind of environment because its supply is fixed by code and cannot be increased.
The timing matters because the market is already digesting a different kind of rate and growth backdrop than the one investors faced in 2022, when the Fed was still in aggressive tightening mode. Visser said this time the dynamic is different: policymakers, in his view, are boxed in by debt while assets tied to scarcity and liquidity continue to draw money. He also said institutional investors and Baby Boomers are still entering crypto quietly through exchange-traded funds, a flow he sees as part of a longer shift rather than a short-lived trade.
Visser did not limit his comments to digital assets. He said the stock market is rooted in rational pricing rather than a bubble narrative, pointing to company earnings that have risen 27.5% and valuation multiples that have fallen. He also said AI agents are changing the structure of markets by reducing the role of human emotion. In his view, that change matters because people trade with fear and greed, while machines only consume tokens and computing power. He said the pace at which emotionless actors are taking over market activity is rising every day.
That argument leads to his broader claim that AI could unsettle some of the biggest software names, including Salesforce and Adobe, as automation reshapes how companies buy tools and process information. Visser called Bitcoin “the purest AI investment,” linking the asset’s scarcity to a market he believes is moving toward what he described as the cryptocurrency market’s Third Wave. His conclusion was blunt: Bitcoin is not only still alive as a trade, but on the verge of a break higher that could reset expectations for the rest of the year.
