吴说区块链
吴说区块链|4月 03, 2026 06:11
Jordi Visser: When the stock market can't hold up, it's the eve of Bitcoin's breakout March 14 – Macro and AI investor Jordi Visser @jvisserlabs shared in an interview on Anthony Pompliano's channel that amidst the turmoil in the Middle East, funds are 'pouring into stablecoins instantly,' reflecting a rising demand for the dollar as a safe haven. He believes that if private credit risks continue to surface, the current environment is similar to the period before the 2008 financial crisis. When the financial sector significantly underperforms the market, it’s often the phase where Bitcoin is 'gearing up for takeoff.' Visser pointed out that the global stock market capitalization has exceeded 200% of GDP. Once credit spreads widen and the stock market comes under pressure, central banks are likely to be forced to intervene. This kind of macro resonance often drives Bitcoin's high-elasticity surge. He also bluntly stated that traditional software stocks have become 'recession assets,' and funds should shift toward crypto infrastructure and DeFi as 'growth assets.' The transparency and 24/7 liquidity provided by Bitcoin are key advantages. Source: Anthony Pompliano
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