Bitcoin Lacks 'Fundamental Narrative' To Draw Investors, Says Jordi Visser — Macro Guru Argues Most Will Favor Biggest 'Liquid Companies' Over BTC

5 days ago 6

Aniket Verma

Wed, February 11, 2026 astatine 4:46 AM CST 7 min read

Veteran Wall Street capitalist Jordi Visser weighed successful connected Bitcoin’s (CRYPTO: BTC) caller clang connected Friday, stressing that the cryptocurrency remains inextricably linked to developments successful accepted finance.

During an interrogation with entrepreneur and capitalist Anthony Pompliano, Visser was asked bout the factors driving the ongoing Bitcoin crash. Visser said helium was “losing money” similar everyone else.

“You cannot abstracted Bitcoin from the accepted concern world. You just can’t,” helium stated.

I sat down with @jvisserlabs to sermon wherefore bitcoin is selling off, wherefore bundle multiples are compressing, and however superior is shifting toward scarce, carnal assets.

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He argued that if organization investors, specified arsenic pension funds oregon sovereign wealthiness funds, could execute akin oregon amended returns from the world’s largest “liquid companies,” they wouldn’t beryllium tempted to put successful Bitcoin.

Visser, a macro capitalist with implicit 30 years of nonrecreational marketplace experience, said that Bitcoin inactive misses a beardown “fundamental narrative” to boost its appeal.

Notably, Bitcoin has tumbled implicit 26% successful the past year, portion The Roundhill Magnificent Seven ETF, which provides equal-weighted vulnerability to the “Mag 7” exertion companies, has returned implicit 15%.

Asset

1-Year Gains +/-

Price (Recorded astatine 1:30 a.m. ET)

The Roundhill Magnificent Seven ETF (NASDAQ:MAGS)	+15.52%	$63.11
Bitcoin	-26.93%	$70,963.80

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Curiously, Cathie Wood, different big-name Wall Street investor, has remained assured contempt Bitcoin’s caller pressures, reaffirming her $1 cardinal terms people for the cryptocurrency. She attributed this assurance to the maturation of stablecoins, which, according to her, reflects the strengthening credibility and maturation of the broader cryptocurrency ecosystem.

Moreover, seasoned expert Trader Mayne argued that Bitcoin is the lone crypto plus worthy holding agelong term, informing that astir 99% of altcoins are built to transportation wealthiness from retail investors to insiders.