Name: Jordi Visser: The Biggest Crypto Trade Is Still Ahead of Us
Uploaded: 2026-09-19T13:00:19+00:00
Duration: 773 s

Speakers

Jordi Visser — Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers

Summary

Milk Road's John Gillen interviews Jordi Visser about his crypto allocation and the macro case for digital assets. Jordi explains why Bitcoin, Ethereum, and Solana are his core three for the next year, how he sizes them, and why he sees Bitcoin as the greatest trade as trillions move on-chain. They also discuss levered public-market crypto proxies like BitMine and Scythe and Stanley Druckenmiller's PURR position as an early bet on tokenization and 24/7 markets.

Jordi Visser joins Milk Road to discuss crypto positioning and tokenization.
He picks Bitcoin, Ethereum, and Solana as his core crypto allocation for the next year.
Bitcoin is sized largest, Ethereum larger than Solana, and Solana a smaller third.
He expects crypto market cap to approach $50T-$100T in five years, with Bitcoin at least 33%.
He views BitMine as a levered Ethereum proxy and Scythe as a levered Zcash proxy.
He sees Druckenmiller's PURR position as an early bet on Hyperliquid, tokenization, and 24/7 markets.
He notes Canton comes up in conversations but is not part of his selected three.
The discussion includes an invalidation level: Bitcoin below its 200-day moving average for about 10 days.

Ideas

Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 2:07

Core crypto: Bitcoin, Ethereum, Solana.

Jordi's core crypto allocation for at least the next year is Bitcoin, Ethereum, and Solana, with Bitcoin by far the largest, Ethereum much larger than Solana, and Solana a smaller third piece. He settled on them after extensive research and tokenization work: Bitcoin is always a core holding, Solana offers speed, and Ethereum offers trust/cloud-like reliability. He wants to be involved in these three as the integration wave begins, and would change his view if Bitcoin falls below its 200-day moving average for roughly 10 days.

Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 3:07

BitMine as levered Ethereum proxy.

Jordi views BitMine as a levered public-market version of Ethereum. It is part of his effort to add leverage to the integration/tokenization wave if his core crypto thesis is right, rather than just owning Ethereum directly.

Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 3:12

Scythe as levered Zcash proxy.

Jordi views Scythe as a levered public-market version of Zcash. It is another way he is expressing the broader integration wave through public-market vehicles and tokens, adding leverage to his crypto exposure.

Jordi Visser Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers 10:43

PURR early tokenization/24-7 markets bet.

Jordi reads Stanley Druckenmiller's 13F position in PURR, a Hyperliquid-linked digital asset treasury company, as an early bet on tokenization and 24/7 markets. Hyperliquid has been powerful because perpetual tokenization and around-the-clock trading matter more, especially after 24/7 oil trading during the Iran war, and AI agents make it even more relevant. He thinks Stan is jumping into something with future value early.

Jordi Visser: The Biggest Crypto Trade Is Still Ahead of Us

Summary

Ideas

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