Bitcoin Fear Hits All-Time High - What Happens Now?

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and produces deep-dive investing videos on YouTube. In this episode, we unpack the latest market pullback — why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction. We also break down asset performance, where Jordi sees opportunity, and the signals that could mark a reversal — plus a quick look at Bitcoin’s volatility and what it means for long-term investors.

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⏰ TimeStamps:
0:00 - Intro
0:54 - Why is fear spiking? What’s driving the sell-off?
4:57 - Expectations vs. reality + seasonality trend
9:31 - Nvidia beats… so why did markets still sell off?
13:22 – Is Bitcoin’s 30–35% drawdown normal?
18:24 - Why this sell-off feels different
23:48 - Fed December rate cut, jobs data, & midterms
29:34 - What signals would mark a real market reversal?
33:12 - AI, leverage, and private credit
37:44 - Innovation drives the market long-term
44:26 - Thanksgiving break announcement

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