Bitcoin Fear Hits All-Time High - What Happens Now? | Jordi Visser

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Nov 22, 2025

Jordi Visser, a macro investor with over 30 years on Wall Street and writer for VisserLabs, shares insights on the current market landscape. He discusses the recent spike in investor fear and what it means for Bitcoin's volatility. Jordi examines the K-shaped economy driven by AI, market reactions to strong tech results, and potential signs of a market reversal. He explores the complex interplay of retail selling, Asia's growth slowdown, and the impact of debt in tech. Tune in for an engaging analysis of what lies ahead for investors.

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INSIGHT

Sentiment vs. Market Reality

Fear indexes hit record lows despite major indices being only modestly down, showing panic concentrated in speculative and crypto names.
Jordi Visser argues such extreme sentiment is often temporary unless the broader economy collapses like during housing crisis.

ADVICE

Add Gradually During Panic

Increase allocations when smart investors signal panic, but size positions progressively and watch technical reversal signs.
Visser describes adding to Bitcoin below key levels while monitoring for clear buy signals like strong white candlesticks.

INSIGHT

AI Creates Shorter Economic 'Seasons'

AI-driven K-shaped economy shortens 'seasons' of growth and decline, making fast shifts in sentiment common.
Visser says this creates rapid bearish narratives even while innovation and earnings progress continue.

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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 produces deep-dive investing videos on YouTube. In this episode, we unpack the latest market pullback — why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction. We also break down asset performance, where Jordi sees opportunity, and the signals that could mark a reversal — plus a quick look at Bitcoin’s volatility and what it means for long-term investors.

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Timestamps:

0:00 – Intro
1:48 – Why is fear spiking? What’s driving the sell-off?
5:51 – Expectations vs. reality + seasonality trend
10:25 – Nvidia beats… so why did markets still sell off?
14:16 – Is Bitcoin’s 30–35% drawdown normal?
19:18 – Why this sell-off feels different
24:42 – Fed December rate cut, jobs data, & midterms
30:28 – What signals would mark a real market reversal?
34:06 – AI, leverage, and private credit
38:38 – Innovation drives the market long-term
45:20 – Thanksgiving break announcement