If You HOLD BTC, Prepare for Next 2 Months - Jordi Visser

Описание: Bitcoin’s latest move isn’t just about price—it’s exposing how deeply crypto is now woven into Wall Street, and why this cycle may be very different from every one before it.
Jordi Visser, author of the VisserLabs Substack, argues that Bitcoin can no longer be viewed in isolation from traditional finance. Capital flows, institutional risk management, and portfolio construction now tightly link Bitcoin to legacy markets. As long as global investors can earn comparable or superior returns from the world’s most liquid public companies, large-scale capital rotation into Bitcoin remains limited. This helps explain why Bitcoin’s path toward a seven-figure price depends less on ideology and more on shifts in relative returns across asset classes.
A key challenge is the absence of a conventional fundamental narrative. While crypto’s long-term market opportunity could approach the global monetary base—estimated near $120 trillion—broader financial assets are entering a deleveraging phase where utility replaces speculative growth. Stablecoins reflect this transition, with January volumes reaching $10 trillion, driven by network effects, AI agents, and open financial infrastructure.
Meanwhile, collapsing software valuations are influencing Bitcoin’s price. As AI disrupts SaaS economics, public software indices have fallen alongside Bitcoin. Institutions with heavy exposure to illiquid private tech increasingly use Bitcoin as a liquid hedge. The critical signal ahead is divergence: if Bitcoin stabilizes while software remains weak, it may signal easing forced selling.

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This is not to be considered investment advice. You should always speak to a licensed financial adviser before making any investment decision.

All statements in this Video, other than historical facts, are forward-looking statements. These may include expectations about Bitcoin's future value and adoption rate; Gold's future value; Silver's future value; US deficit projections; currency values; cryptocurrency adoption rates; money supply projections; future energy demand; future inflation rates; mining stocks' future value; future market trends; and other future events. Such statements are speculative, based on assumptions that may prove inaccurate, and subject to risks and uncertainties that could cause actual results to differ materially.

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