Macro analyst Jordi Visser told Anthony Pompliano on his podcast that Bitcoin and Ether are approaching price levels that could mark a sustained trend reversal this year, even as many market participants expect a continued bear market. Visser said moves that hold above $76,000 for Bitcoin and $2,400 for Ethereum would indicate the start of a durable upward trend, and he added that he does not expect a recession.
When Visser made the comments, Bitcoin was trading near $71,646, meaning a climb to $76,000 would represent roughly a 6.1% gain; Ether rising to $2,400 would be about an 8% increase, based on CoinMarketCap figures.
Broader macro indicators and market-probability tools show a similar easing of recession fears. Prediction market Kalshi prices about a 24% chance of a U.S. recession in 2026, a probability that has dropped roughly 10 percentage points over the past 30 days. Visser said he expects inflation to remain elevated and predicted investors will gravitate toward assets capable of producing returns while the S&P 500 is stuck in a range.
Supporting the inflation concern, the U.S. Bureau of Labor Statistics reported the Consumer Price Index rose 3.3% year-over-year in April, underscoring the persistent inflation backdrop Visser referenced.
Not everyone shares Visser’s outlook. Some analysts and traders forecast further downside for crypto in 2026, and a handful expect Bitcoin to revisit or slip below the Feb. 6 yearly low near $60,000. Veteran trader Peter Brandt has proposed that a test of, or a slight move below, that February low could represent the bear-cycle bottom.
Visser also warned against rigidly labeling price action as strictly “bull” or “bear,” particularly when assets are trading near all-time highs. He noted markets often experience stretches of lower participation after prolonged rallies, which can complicate simple classifications.
This article aims to summarize those views and relevant data points. Cointelegraph states its commitment to independent, transparent journalism and encourages readers to verify details independently. Read the Editorial Policy at https://cointelegraph.com/editorial-policy