Jordi Visser Sees December Fed Decision As Bitcoin’s Next Catalyst, Questions Wall Street’s Nvidia Downgrades

Jordi Visser, a macro strategist, has argued that the Federal Reserve's December policy decision could serve as the next major catalyst for Bitcoin, while questioning the reasoning behind recent Wall Street downgrades of Nvidia. The Bitcoin channel runs through real rates and dollar liquidity: a dovish surprise would likely compress real yields and weaken the dollar, historically a supportive backdrop for risk assets with high beta to liquidity conditions. Bitcoin (BTC) is the most directly exposed asset in this framing given its sensitivity to shifts in monetary expectations, while the Nasdaq 100 (NDX) and S&P 500 (SP500) carry indirect exposure through their large weightings in long-duration growth equities. Nvidia (NVDA) sits at the center of the downgrade debate, as its valuation is highly sensitive to forward earnings expectations and to how the market prices the durability of AI-related capital spending. The key event to watch is the December FOMC meeting and its accompanying dot plot, alongside the November CPI print that will shape expectations heading into that decision.

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