Jordi Visser Predicts Bitcoin FOMO Surge as Price Holds Above $82,000
Jordi Visser, a macro investor, recently shared his outlook on Bitcoin (BTC) during an appearance on The Pomp Podcast. He predicted that the fear of missing out (FOMO) among investors will soon intensify, driving up Bitcoin's price. Visser identified $82,000 as a critical level for Bitcoin, noting that surpassing this mark confirmed the cryptocurrency's bull trend. As of October 6, 2026, Bitcoin was trading at $86,050, about 5% above this key level, after a 32% rally over the past two months.
Visser attributed the recent rally to new money entering the market, fueled by developments in Washington and the bond market. He highlighted the appointment of Jefferies strategist David Zervos as a counselor to Treasury Secretary Scott Bessent, suggesting that Zervos's role is aimed at lowering long-term Treasury yields. Lower yields reduce the incentive for investors to hold Bitcoin, as they can earn solid returns with minimal risk in government bonds. However, Visser noted a softer-than-expected core PCE reading and weaker hourly earnings growth, which could help stabilize bond yields.
Despite Visser's optimistic outlook, Bitcoin ETF inflows have been inconsistent. The funds saw their highest inflow of nearly $999 million on September 21, 2026, but activity has since turned choppy. The Senate's failure to advance the CLARITY Act on September 15 also sparked significant outflows, with investors withdrawing $450 million from ETFs that same day. Additionally, crypto-related stocks like Coinbase (COIN) and Robinhood (HOOD) have underperformed, with shares falling 52% and 22% over the past year, respectively.
Visser also pointed out that while his AI agent token index surged 50% in 2026, Bitcoin has lagged due to its sensitivity to interest rates and fund flows. He compared the current crypto market to the chip industry, suggesting that AI agents could boost demand for crypto tokens similar to how AI data centers increased demand for Micron Technology (MU) memory chips. Visser anticipates that large investors will enter the market in the fourth quarter, but so far, the ETFs have not fully matched this optimism.