Seasoned Macro Investor Flags Two Bitcoin Catalysts Before Year-End

Bitcoin has climbed roughly 30 % since June while the S&P 500 and Nasdaq stayed flat. Veteran macro investor Jordi Visser says the coin is starting to decouple from traditional markets and has held firm against selling pressure between $82,000 and $85,000.

The driver, he argues, is stress in the hedge-fund world and the scramble to adjust to AI-driven strategies. Leveraged funds are feeling the pinch, and Visser sees the late-October earnings season from big tech as the first possible spark, especially with U.S. midterms falling on November 3.

A second window could open in December when funds rebalance ahead of year-end. Visser expects these shifts to create sharp moves, and he believes bitcoin will revisit its previous highs, though he offers no price target.

Longer term, he links further gains to tokenization and AI, trends he says will reshape how traditional finance operates.

Based on information from cryptonews.net