Bitcoin Crashed: Why I'm Still Buying | Jordi Visser

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Oct 18, 2025

Jordi Visser, a seasoned macro investor with 30 years on Wall Street, dives into the current market landscape and Bitcoin's future. He passionately discusses why he's buying Bitcoin despite market panic, linking it to long-held cyclical theories. Jordi also analyzes the impact of AI on technology and investment strategies, explores the geopolitical significance of rare earth minerals, and shares insights on US-China trade dynamics. He challenges perceptions of systemic threats in banking while highlighting the advantages retail investors have today.

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INSIGHT

Four-Year Cycle Might Be A Self-Fulfilling Story

Bitcoin's four-year cycle narrative may be self-fulfilling and not a reliable driver of price by itself.
Jordi buys aggressively because breaking all-time highs would remove the imaginary cycle and allow broader adoption.

INSIGHT

Bubbles Can Exist Within Larger Growth Trends

Market bubbles coexist; AI or speculative names can be bubbly while broader markets follow nominal GDP and earnings.
Bitcoin's behavior has correlated with traditional macro cycles, not in isolation.

ADVICE

Buy Bitcoin Into Panic

Buy into Bitcoin on weakness because renewed all-time highs would change market psychology permanently.
Jordi says he has bids under $100 and is buying all the way down to that level.

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Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation, we discuss the banking crisis, credit contraction, and what’s driving fear in today’s markets, Jordi shares what he’s buying, whether he’s worried about a broader slowdown, and we also touch on OpenAI’s breakthroughs, new AI models, and whether “the aliens are real.”

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Timestamps:

0:00 – Intro
1:53 – Market panic and bitcoin 4-year cycle
10:52 – Central banks view on gold vs bitcoin
14:58 – US & China trade tensions and rare earths
28:25 – Fed policy, rate cuts, and credit risks
31:24 – Regional banks and financial stability
35:41 – From pessimism to optimism in markets and rise of retail
49:21 – AI breakthroughs and the future of technology
52:58 – Have aliens come to earth?