Why Bitcoin Could Hit All-Time Highs in 2026 | Jordi Visser

118 snips

Mar 28, 2026

Jordi Visser, a 30+ year macro investor and author of VisserLabs, explains a new market regime driven by supply shocks and geopolitical risk. He discusses rising inflation, higher oil prices, and rotation into commodities and energy. He also covers risks in private credit and why Bitcoin could lead the next cycle as liquidity and institutional flows shift.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Market Regime Shift Is Structural

Markets have entered a structural regime shift where old correlations between stocks, bonds, inflation, and commodities are breaking down.
Jordi Visser says institutions now accept this change after weeks of deleveraging and cash raising, signaling a long fight not a quick rebound.

INSIGHT

Energy Shortages Will Propagate Inflation

Higher oil and energy shortages are likely persistent and will feed broader inflation through transport, plastics, and jet fuel.
Visser highlights China banning refined exports and regional diesel shortages in Australia and New Zealand as early warning signs.

ADVICE

Shift Allocation Toward Commodities And Hardware

Reallocate portfolios toward commodities, energy, and hardware and away from long-duration software.
Visser notes energy was only ~3% of S&P market cap while tech was ~53%, implying a large rerating opportunity for commodities.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally.

======================

Summ supports TurboTax and makes it easy to track your cost basis across 3,500 exchange, wallet and crypto integrations -- with support for DeFi, NFTs, staking and airdrops. Generate accurate IRS-ready reports that help maximize deductions and pay the least tax possible. Summ is an official tax partner of MetaMask and Coinbase. Use code POMP20 for 20% off your first year at Summ: https://summ.com/us?via=pomp&promo=POMP20

======================

Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp

======================

BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.

======================

Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

======================

0:00 - Intro
0:56 - Has the market officially entered a new regime?
3:58 - Global shortages & why inflation is rising again
11:25 - Where smart money is moving right now
16:09 - Could inflation spike back above expectations?
21:31 - Why stocks struggle in high inflation environments
25:31 - Will markets recover or stay flat this year?
27:30 - Why bitcoin could lead the next cycle
33:29 - Why most altcoins won’t outperform bitcoin
37:55 - How AI is disrupting markets & software
41:15 - Why bitcoin is the ultimate asset in this shift