Jordi Visser Predicts Bitcoin FOMO Surge as Key Level Holds
Macro investor Jordi Visser recently predicted that Bitcoin (BTC) will soon experience a FOMO (fear of missing out) surge, though the anticipated buying wave has yet to materialize. Speaking on The Pomp Podcast on October 3, 2026, Visser stated, “FOMO is going to start to kick in very, very soon” and highlighted $82,000 as a key level confirming the bull trend. As of October 6, Bitcoin was trading at $86,050, up 5% from that mark, but still 31% lower than a year ago.
Visser attributes the recent rally to new money entering the market, driven by developments in Washington and the bond market. He noted the appointment of David Zervos as a Treasury counselor, suggesting this move aims to lower long-term rates, which could make Bitcoin more attractive compared to low-risk bonds. However, he remains cautious, stating, “Maybe rates settle here. They don’t have to go down.”
Spot Bitcoin ETF inflows have been inconsistent since late September, with the largest inflow of $999 million on September 21, followed by erratic activity. Additionally, the Senate’s rejection of the CLARITY Act on September 15 led to a $450 million outflow from ETFs. Crypto-related stocks like Coinbase (COIN) and Robinhood (HOOD) have also underperformed, with Coinbase down 52% and Robinhood down 22% over the past year.
Visser compares the current crypto market to the chip industry, suggesting that AI agent tokens could drive demand similar to how AI data centers boosted Micron Technology (MU) stock. His index of 46 assets, including layer-1 blockchains and public stocks, is up 50% in 2026, largely driven by AI-related tokens. However, Bitcoin, which follows interest rates and fund flows, has lagged behind this rally.