Why Bitcoin Could Hit All-Time Highs Again in 2026
TL;DR
Jordy Visser predicts Bitcoin will reach all-time highs by 2026 as markets enter a structural "regime shift" toward persistent inflation and supply constraints, forcing a mass rotation out of high-multiple tech stocks into hard assets and commodities.
📈 Market Regime Shift & Inflation 3 insights
Market submission realized
Institutions finally accepting this isn't a temporary two-week dip like 2024, but a structural 1970s-style regime shift in credit, interest rates, and inflation.
CPI accelerating rapidly
Headline inflation will exceed 4% by May and carries a 40% probability of surpassing 5% this year due to sustained oil and supply shocks.
Double-top inflation risk
Current trajectory mirrors the 1970s inflation pattern where prices reaccelerated after a brief pause, threatening stagflation as earnings grow but multiples compress.
🛢️ Geopolitical Energy Crisis 3 insights
Prolonged Middle East conflict
Iran-Israel war likely extending for months with prediction markets pricing 70% odds of boots on the ground by April, unlike the quick Venezuela operation.
Global supply chain breakdown
Critical shortages emerging in diesel, refined products, helium for semiconductors, and plastics as China hoards inventory and export bans tighten.
Permanent oil risk premium
Strait of Hormuz vulnerability ensures sustained $90+ oil regardless of conflict duration, creating COVID-like supply constraints that central banks cannot print away.
🔄 Portfolio Rotation Strategy 3 insights
Tech multiple compression
Long-duration software stocks trading at 30x PE face severe derating as the S&P 500 risks resetting to 6,000, a 15% decline from highs.
Commodity supercycle beginning
Energy represents only 3% of S&P market cap versus 53% for tech, creating asymmetric upside as capital rotates to materials, AI hardware, and memory.
Hard asset allocation
Optimal positioning requires overweighting Bitcoin, gold, silver miners, and semiconductor equities while avoiding traditional software and long-duration bonds.
₿ Bitcoin 2026 Outlook 2 insights
All-time high trajectory
Bitcoin positioned to reach new highs by 2026 as constrained government balance sheets end the QE era and force rotation into scarce, decentralized assets.
50% compound target
Visser maintains Bitcoin as his largest investment, expecting it to compound at 50% annually as the primary beneficiary of monetary debasement and fiscal instability.
Bottom Line
Rotate immediately from high-multiple tech stocks into hard assets—specifically Bitcoin, gold, and energy/commodity equities—to hedge against the structural 1970s-style inflationary regime shift.
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