Bitcoin Recovery Above $70k Would Start 'Next Phase of Crypto,' Says Macro Investor Visser

On Saturday, macro investor Jordi Visser said that if Bitcoin reclaims its 200-day moving average, putting it "north of $70,000," it would trigger "the beginning of the next phase of crypto." Speaking on Anthony Pompliano's podcast, Visser predicted this could occur in the second half of 2026, noting that markets are underestimating Fed dovishness and inflation is cooling.

Visser identified Bitcoin as the "best performer" among asset classes, citing a significant volatility gap: Bitcoin trades near 30 vol, while the technology momentum index has reached 85 vol over the past 60 days—higher than any point in the last 25 years. He cited the recent sell-off in Micron Technology following strong earnings as a warning sign of AI slowdown, stating, "When you sell off on great news, that is not a good sign."