Visser Sees Doge Bitcoin Rally Toward Year-End High
doge traders got a new macro call: Jordi Visser said Bitcoin will break its all-time high by the end of the year. On the New Era Finance Podcast program, he tied that view to U.S. debt costs, Federal Reserve limits, and quiet ETF inflows.
Visser’s year-end Bitcoin call
Bitcoin will begin an unstoppable surge toward the end of the year, Visser said, adding that the move should carry the coin to a new all-time high. For crypto investors, that puts the next major catalyst on the calendar in the final stretch of the year, not in some distant cycle.
“They keep the economy hot because they have to let inflation rise above interest rates. Only then can tax revenues exceed debt payments. The Fed cannot raise interest rates because of the debt spiral. Bitcoin was invented precisely for this unsustainable debt situation,” he said.
$1 trillion annually in government interest payments was the figure Visser cited as the pressure point. He said those payments have exceeded the defense budget, a level of debt service that leaves less room for higher rates and gives his Bitcoin thesis its macro edge.
27.5% earnings and lower multiples
27.5% earnings growth and falling price/earnings ratios were the other signals Visser used to argue that the setup is changing across markets. He said company profits have climbed while valuations have come down, a combination that he paired with the rise of artificial intelligence agents.
“Humans are driven by emotions like greed and fear. Fear is personal; you worry about whether you can afford to pay your bills. But AI agents don’t have that worry. They simply consume tokens and processing power. The rate at which emotionless actors dominate the market is increasing every day,” he said.
ETF inflows and Third Wave
Institutional money and the Baby Boomer generation are still entering through ETFs, Visser said, and that flow is part of why he sees Bitcoin’s next move as durable rather than brief. He also said the cryptocurrency market is on the verge of its Third Wave, which he described as the most aggressive and profitable period.
Bitcoin cannot be replaced because it has absolute scarcity, he said, while artificial intelligence agents could disrupt traditional software companies such as Salesforce and Adobe. If that mix of debt pressure, ETF demand, and changing market structure holds, Visser’s year-end target gives crypto holders a specific macro timeline to watch rather than a generic bullish call.
