Jordi Visser, an investor known for his optimistic views on Bitcoin and the cryptocurrency market, argued that a strong market movement could occur in the last quarter of the year. According to Visser, Bitcoin surpassing $82,000 would confirm the bull trend, while the entry of new investors and increasing institutional interest could lead to an acceleration of FOMO (Fear of Missing Out) very soon. Visser stated that he had previously described Bitcoin exceeding the $82,000 level as confirmation of the bull trend, and that the fundamental outlook is strengthening day by day.
Visser specifically highlighted the importance of the fourth quarter for institutional investors. Stating that he doesn’t place much emphasis on the traditional four-year crypto cycle, the investor noted that large fund managers and capital allocation decision-makers typically make their most critical portfolio decisions for the following year in the final quarter, particularly in the last two months. According to Visser, the fact that institutional investors are already increasing their research into crypto assets could create a new source of demand for the market in the coming period.
Visser argues that the shift on the institutional side should be considered in conjunction with the FOMO (Fear of Missing Out) that is beginning to emerge on Wall Street, explaining that asset managers who were previously hesitant about cryptocurrencies are now asking him about investment options. Pointing to the work being done by traditional financial institutions like Goldman Sachs, Morgan Stanley, and Citi in the areas of tokenization and stablecoins, Visser believes that the financial sector’s interest in blockchain infrastructure is steadily expanding.
Visser stated that macroeconomic conditions could also become more supportive of Bitcoin, noting that interest rates don’t necessarily need to fall sharply. According to the analyst, the key is the end of a period of consistently rising bond yields. Visser suggested that the weaker-than-expected core PCE data and weakening labor and wage data could help offset the upward pressure on interest rates. He believes such an environment could support appetite for risky assets.
Another point Visser highlighted is the potential rotation of capital from AI investments to cryptocurrencies. Recalling his previous statement that gains from AI stocks could eventually return to Bitcoin, Visser noted that this rotation may have already begun on a small scale. According to the investor, the AI theme will not disappear, but market participants may simultaneously begin to show renewed interest in Bitcoin and cryptocurrencies.
Visser also believes that AI agents could significantly expand the use cases of blockchain technology. Arguing that the current financial infrastructure may be insufficient for AI agents to perform fast and automated transactions, Visser states that blockchain-based payments, stablecoins, and tokenization could play a crucial role in this. According to the analyst, the widespread adoption of AI agents could lead to a significant increase in token transaction volumes.
Describing these developments as the “Micron moment” of the crypto market, Visser believes that investors underestimate how quickly technological change can occur. He states that stablecoin payments, tokenization, and the impact of AI agents could lead to strong growth in token volumes, and that the acceleration of this process by AI agents is one of the main reasons for his optimism towards crypto.
According to Visser’s assessment, the convergence of all these factors makes the last quarter of 2026 a remarkable period for Bitcoin and the broader cryptocurrency market.
