Jordi Visser: Bitcoin’s decline linked to capital rotation, AI disruptions threaten S&P 500, and institutional investors are accumulating at lower prices | The Pomp Podcast

Bitcoin's oversold status and institutional interest hint at a potential rebound despite current market challenges.

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Add us on Google by Editorial Team Jun. 8, 2026

Key takeaways

• Bitcoin is experiencing a significant decline due to capital rotation into other high-potential sectors.
• Investing in the S&P 500 may become risky after 2030 due to AI disruptions.
• Bitcoin’s value is closely tied to the rise of AI agents dominating commerce.
• The transfer of wealth from fiat to crypto requires decoupling from traditional stocks.
• Institutional investors are accumulating Bitcoin at lower prices, indicating potential future growth.
• The current Bitcoin infrastructure is stronger than in past bullish markets.
• Hitting the two hundred week moving average historically signals a good buying opportunity for Bitcoin.
• Bitcoin’s monthly RSI indicates it is currently oversold, suggesting undervaluation.
• Comparing Bitcoin to speculative investments like SpaceX highlights the speculative nature of both.
• The crypto market needs to become uncorrelated with traditional financial systems for significant growth.
• Institutional interest in crypto assets suggests a long-term accumulation strategy.
• The evolving market landscape is creating new opportunities for Bitcoin and other digital assets.
• AI’s impact on traditional companies will reshape investment strategies.
• Bitcoin’s current market sentiment reflects cautious investor behavior.
• The historical context of Bitcoin’s price movements provides insights into potential future trends.

Guest intro

Jordi Visser is a macro investor and the founder of VisserLabs, where he writes on markets, macro trends, and Bitcoin. He has over 30 years of Wall Street experience and previously worked at Morgan Stanley.

Why Bitcoin is falling

• Bitcoin is falling aggressively due to a capital rotation into other asymmetric opportunities.

  — Jordi Visser

• The shift in capital is moving away from Bitcoin and into sectors with perceived higher potential.
• This rotation reflects a broader trend of investors seeking new opportunities outside of traditional crypto assets.

• I believe that bitcoin is falling aggressively because there’s a capital rotation away from bitcoin and into other asymmetric opportunities.

  — Jordi Visser

• Understanding these market dynamics is crucial for predicting Bitcoin’s future trajectory.
• The decline in Bitcoin’s value is linked to changes in investor sentiment and market behavior.

• Comparing Bitcoin to investments in companies like SpaceX is ironic and highlights the speculative nature of both.

  — Jordi Visser

• The speculative nature of Bitcoin is similar to high-risk investments in emerging technologies.

The impact of AI on traditional investments

• Investing in the S&P 500 will not be safe past 2030 due to AI disruption.

  — Jordi Visser

• AI is expected to disrupt traditional companies, affecting their long-term viability.
• This disruption will necessitate a reevaluation of investment strategies in traditional markets.

• I don’t think investing in the S&P 500 is safe past 2030… AI will disrupt all companies.

  — Jordi Visser

• The rise of AI agents will have significant implications for commerce and investment.
• Bitcoin is seen as a direct play on the dominance of AI agents over human-driven commerce.

• Bitcoin is a direct play on AI agents dominating commerce over humans.

  — Jordi Visser

• Investors need to consider the long-term impact of AI on market dynamics and asset allocation.

The decoupling of crypto and traditional stocks

• The transfer of wealth from the fiat system to crypto will require a period of decoupling between crypto and traditional stocks.

  — Jordi Visser

• For crypto to grow, it must become less correlated with traditional financial systems.
• This decoupling is necessary for the transfer of wealth into the crypto sector.

• My whole belief has been that the only time that crypto can go through the growth that I believe it will go through… they have to be uncorrelated to some degree.

  — Jordi Visser

• The current phase of market evolution is moving towards this decoupling.
• Understanding these dynamics is key to predicting future crypto growth.
• The merging of fiat and crypto systems will require significant market changes.

• I don’t want to get heavily involved with playing bitcoin or any crypto stuff on the upside until someone else is doing it.

  — Jordi Visser

Institutional interest in Bitcoin

• Bitcoin may experience a significant upward trend as institutional investors accumulate at lower prices.

  — Jordi Visser

• Institutional investors are taking advantage of lower prices to accumulate Bitcoin.
• This accumulation suggests confidence in Bitcoin’s long-term potential.

• Some are long term accumulators… the family offices in the UAE and the government and sovereign funds… are not unhappy at being able to buy it at a discount.

  — Jordi Visser

• The involvement of family offices and sovereign funds indicates strong institutional interest.
• Institutional buying patterns are a key indicator of future market behavior.
• The current market environment presents opportunities for strategic accumulation.
• Understanding institutional strategies is crucial for predicting Bitcoin’s future trends.

The evolution of Bitcoin infrastructure

• The current infrastructure supporting Bitcoin is significantly stronger than in previous bullish environments.

  — Jordi Visser

• Bitcoin’s infrastructure has evolved significantly, providing a stronger foundation for future growth.
• This evolution reflects the maturation of the crypto market.

• What’s kind of interesting is if I compare where we are now with the last time… we have a shockingly stronger level of infrastructure.

  — Jordi Visser

• The development of robust infrastructure is a positive indicator for Bitcoin’s future.
• Improved infrastructure supports greater adoption and market stability.
• The historical context of Bitcoin’s infrastructure development provides insights into its future trajectory.
• Understanding these developments is key to assessing Bitcoin’s long-term potential.

Historical buying opportunities for Bitcoin

• Historically, hitting the two hundred week moving average has been a good time to buy Bitcoin.

  — Jordi Visser

• The two hundred week moving average is a significant technical indicator for Bitcoin.
• This indicator has historically signaled buying opportunities during market dips.

• …this is the fifth time right now with bitcoin at 61,000 in its history where it’s been at the two hundred week moving average… the previous four have all been the perfect time to buy the dip.

  — Jordi Visser

• Investors can use this historical trend to inform their buying strategies.
• Understanding technical indicators is crucial for making informed investment decisions.
• The current market conditions suggest a potential buying opportunity for Bitcoin.
• Historical trends provide valuable insights into Bitcoin’s future price movements.

Bitcoin’s current valuation and technical analysis

• Bitcoin’s monthly RSI is at its second lowest point in over fifteen years, indicating it is oversold.

  — Jordi Visser

• The RSI is a key technical analysis tool for assessing asset valuation.
• A low RSI suggests that Bitcoin may be undervalued and oversold.

• …bitcoin’s monthly rsi is the second lowest that it has ever been in fifteen plus years of the asset.

  — Jordi Visser

• Investors can use the RSI to identify potential buying opportunities in the market.
• Understanding technical analysis metrics is crucial for evaluating Bitcoin’s current valuation.
• The current RSI levels indicate a potential opportunity for strategic investment.
• Technical analysis provides valuable insights into Bitcoin’s market dynamics.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.