Why Bitcoin Could Hit All-Time Highs in 2026 | Jordi Visser

Jordy Visser argues a higher-inflation regime is reshaping markets—buy after inflation peaks, favor commodities, Bitcoin and AI-driven hardware over long-duration software.

Key Takeaways

Historic data: CPI ≥4% correlates with negative S&P returns; best buying window is after year‑over‑year inflation peaks (likely between May–September).
Portfolio actions: Trim long-duration software exposure, reduce some hedges, and increase allocations to commodities, energy, and select memory/hardware names.
Bitcoin & crypto: Bitcoin is positioned as a 24/7 liquid growth asset for institutional inflows; altcoins will lag and likely won’t regain prior highs soon.
Liquidity squeeze: Endowments, private credit and insurers need liquidity amid rising correlations, favoring liquid assets (Bitcoin) when equities cheapen.
AI disruption: AI capex (> $1T) and agentic activity rapidly rerate valuations; AI-native startups can reach $100M ARR quickly and displace legacy SaaS.
Geopolitics & supply shocks: Middle East risks, Strait of Hormuz disruptions, and shortages (helium, petrochemicals) drive commodity bull markets and higher volatility.

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