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

Gold Rises With Fear; A Deal Could Flip Flows

Gold rallies reflect fear trades; easing fears and a China-US deal would shift flows back to stocks and Bitcoin.
Jordi expects a China-US deal to materially change macro risk perception and asset allocation.

INSIGHT

Rare Earths Are Strategic Leverage

Rare earths are central to modern electronics and military tech and largely concentrated in China.
This concentration gives China strategic bargaining power that reshapes global manufacturing decisions.

INSIGHT

Decoupling Drives Years Of Reshoring

China and the U.S. are effectively decoupling supply chains, prompting reshoring and global overbuilding of manufacturing.
This will take years and likely increase investment in alternative supply sources and alliances.

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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?