Jordi Visser to Bears: '$76K BTC and $2.4K ETH Is All We Need to Prove You Wrong'

Macro investor Jordi Visser isn't buying the bear market narrative—and he's got specific numbers to back up his optimism. While the rest of crypto Twitter doomscrolls through charts looking for confirmation that everything is doomed, Visser is out here handing out golden targets like he's Santa Claus for bulls.

Speaking on the Anthony Pompliano podcast, Visser laid out what he sees as the key breakout levels: Bitcoin above $76,000 and Ether above $2,400. "I believe that is the beginning of a move that will be sustainable this year because I don't think we're going to have a recession," he said. That's right, folks—the recession everyone's been crying about since 2022 might finally fizzle out like a dead altcoin season.

For context, $76,000 would mark a 6.1% jump from Bitcoin's current price of $71,646, while $2,400 for Ether represents roughly an 8% move from current levels. For those keeping track at home, that's basically a rounding error in crypto land—or at least it would be if we weren't all emotionally destroyed by volatility.

Visser also expects inflation to stay elevated, which he thinks will push people toward assets that actually generate returns—something the S&P 500 isn't delivering right now. Imagine that: people might actually prefer assets that go up instead of green dildos on the daily chart. Revolutionary take.

The market seems to be warming to a less gloomy outlook. Traders on prediction platform Kalshi are pricing in just a 24% chance of a recession in 2026, down 10% over the past month. Either the crystal ball readers are getting more bullish, or everyone's just tired of being miserable.

This puts Visser at odds with a growing chunk of the crypto industry calling for continued downside. Some analysts have even suggested Bitcoin could fall below its February yearly low of $60,000. Veteran trader Peter Brandt recently suggested Bitcoin could retest—or dip slightly below—its September or October levels as the bear cycle low. Meanwhile, the rest of us are just trying to figure out if we should buy the dip or if the dip will buy us.

Visser, for his part, says he's never been a "big fan" of bull and bear labels—especially when markets are at all-time highs. "At some point, they go up and then the normal course is at some point people don't invest as much as they have," he noted. Basically, markets go up, people get cocky, then everything burns. Classic degen lifecycle.

CPI data released Friday showed inflation at 3.3% year-over-year in April. So the printing presses keep spinning, and Bitcoin keeps scheming.