#1533 Jordi Visser | Why Bitcoin Will Hit An ATH This Year

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Apr 19, 2025

Jordi Visser, a macro investor with over 30 years on Wall Street, dives into exciting market trends and Bitcoin's future. He challenges bearish views, emphasizing the role of technology and innovation in reshaping the economy. The discussion covers global debt implications, revealing potential economic instability. Visser also advocates a barbell investment strategy, blending established firms with innovative startups while examining the effects of tariffs on small businesses. Tune in for practical insights on navigating a volatile economic landscape!

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INSIGHT

American Exceptionalism Persists

The US has experienced a reshaping of global trade influencing its long-term market position.
Despite challenges, American exceptionalism remains due to innovation and energy export dominance.

INSIGHT

US Dollar & Bitcoin's Role

The U.S. has lost reserve currency dominance, but its dollar remains the strongest currency.
Bitcoin and decentralization offer solutions amid a multipolar, fragmented global financial landscape.

INSIGHT

Global Debt & Liquidity Risk

$100 trillion in global debt with 40% maturing by 2027 creates pressure on liquidity.
Liquidity evaporating in key markets signals a risk of economic freezing needing government intervention soon.

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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 what is happening in the market, world reserve currency outlook, how tariffs could impact markets, AI, machine learning, stock market, small businesses, and what a bitcoin future could look like.

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