Jordi Visser Says Bitcoin Was Built For This New Fed Crisis

Macro investor Jordi Visser is arguing that Bitcoin’s original purpose is coming back into focus as the Federal Reserve faces a new macro trap shaped by debt, oil, slowing growth and weakening employment. In a note published March 30 under the banner “D.O.G.E. 2.0,” Visser says that mix could leave policymakers unable to impose the kind of economic pain a traditional inflation fight would require. His framework repurposes the acronym into four pressures: debt as the structural constraint, oil as the inflation shock, growth as the casualty of tighter conditions, and employment as the side of the Fed’s mandate that may soon take precedence. The broader claim is not simply that inflation could return, but that it could return in a form monetary policy cannot easily fix. Why Bitcoin Could Be The Big Winner Visser’s argument starts with supply-side stress. He points to oil prices rising after the war with Iran disrupted flows through the Strait of Hormuz, while import-price pressures and hi