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JV
Jordi Visser
22V Research (ex-Weiss Multi-Strategy CIO)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
BTC recently broke below $60,000; his first RSI divergence since the cycle peak, he says
“My belief is that over the course of the next year, we are near the bottom end of the range of Bitcoin. And see how I said that near? Could we go to 50? Yeah. Could we go to 45? Yeah. Do I think we'll be over a hundred a year from now? Yeah.”
Bitcoin since this was said: ▲ +0.3% · 64,082 → 64,294 · as of 2026-07-11
His odds the Fed hikes at the July 29 meeting
“There's a possibility, a good possibility. It's like 35 to 40 percent that they will.”
Conditional on no July 29 hike
“If they don't, then I think Bitcoin will be above 70,000 when that time comes”
Bitcoin since this was said: ▲ +0.3% · 64,082 → 64,294 · as of 2026-07-11
Flat prediction in the Fed discussion
“We're going to get a negative CPI print.”
Thesis: tokenization plus stablecoins as part of a new economic order
“And that's the reason why I think you're at the beginning of a multi-year bull market in Bitcoin.”
Bitcoin since this was said: ▲ +0.3% · 64,082 → 64,294 · as of 2026-07-11
He first called the mid-cycle slowdown in late May; now calling its end
“So I'm calling the AI mid-cycle slowdown is over”
He sold his position ~1250 and expects to buy back higher, he says
“I still think you'll see 4000, 5000 in Micron before this is done.”
“but at 950, will it be higher six months from now? Yes, it will. Once we get through two earnings cycle, it will be higher.”
“So I think we're stuck between 65 and 80. And unless we get above 80 and the Iran situation is worsening where there's no ships going through Hormuz, I just don't think it matters for the markets.”
Undated; his AI-solves-energy end state
“eventually crude will go to zero. It will go to zero because we will solve energy at the fission, fusion, name anything you want.”
Meaning: next year's breakout trade, as memory chips were this year's
“crypto will be the memory for next year.”
Bitcoin since this was said: ▲ +0.3% · 64,082 → 64,294 · as of 2026-07-11
Invites being held accountable on tape: insatiable demand, not enough supply
“This is why there is no solution to compute. If you think there is excess capacity of compute, you are absolutely wrong.”
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