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@jvisserlabs · Unclaimed · All time · 1 hour horizon How it’s ranked
22V AI Macro Nexus at https://t.co/Um2sAvhWku Watch my videos at https://t.co/ccIwXF66jy Read my papers at https://t.co/iblvrOpf7E
Coverage 5 May 2026 – 10 Nov 2026
Calls
3
0 pending · 0 unresolved
Hit rate
100.0%
3 correct / 0 incorrect · 0 neutral
ROI
+0.3%
Average return per call: what following every call with an equal stake returned
Max drawdown
−0.0%
Worst peak-to-trough of following every call, as a share of the stake
Streak
3
Right calls in a row, newest first; neutral results are skipped
Coverage
189d
5 May 2026 – 10 Nov 2026
Best call
+0.6%“BTC is an community based energy asset that historically accelerates out of bear markets when vol has compressed and it is ignored. This is measured best in sigma moves. The pattern of the last two major shifts coming out of 2018 and 2022 (I hate to say four year cycle but yes) the pattern was seen by a large weekly sigma move where BTC crossed the 200 day moving average the week of the sigma move. So far this week is exactly the same pattern. More in this week's video.”
Every token @jvisserlabs has called, most recent first. The badge is their latest call on it. 1 token, all time.
Last called 21 Aug 2026 · 4 calls since 4 Jun 2026
4 bullish · 0 bearish
By month resolved · 1 hour horizon
9 records · every scored call links to its source post and price evidence
| Posted (UTC) | Call | Asset | Direction | Price at post | Horizon | Price at horizon | Return | Status |
|---|---|---|---|---|---|---|---|---|
| 23 Aug 2026, 12:30 | ““The tape does not concern itself with the why and wherefore.” Jesse Livermore That is the point of this week’s video. In 2014, Marc Andreessen wrote *Why Bitcoin Matters* and said Bitcoin offers “a sweeping vista of opportunity to reimagine how the financial system can and should work in the Internet era.” That era is here now. AI compresses time. The old system starts to break. Terminal value for fiat assets get harder to trust. The fiat system keeps borrowing against the future. Stripe prepares for AI agents. The Fed Chair and Treasury Secretary accept Crypto as the new financial rail. This is the AI-Crypto-Macro Nexus — the point where all three collide. Now Bitcoin is back above the 200-day on a seven sigma pattern seen two times in the last decade. Ethereum is also above the 200-day. The tape is confirming the story. If you still don’t know why Bitcoin matters, the tape is speaking now. https://t.co/1yJuxlPDz7” |
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All time · 1h
| ETH |
| ▲ Bullish |
| — |
| 1h |
| — |
| — |
| unscored |
| 21 Aug 2026, 12:08 | “BTC is an community based energy asset that historically accelerates out of bear markets when vol has compressed and it is ignored. This is measured best in sigma moves. The pattern of the last two major shifts coming out of 2018 and 2022 (I hate to say four year cycle but yes) the pattern was seen by a large weekly sigma move where BTC crossed the 200 day moving average the week of the sigma move. So far this week is exactly the same pattern. More in this week's video.” | BTC | ▲ Bullish | $76,758 | 1h | $77,220 | +0.6% | correct |
| 4 Aug 2026, 11:50 | “July was a historic month for technology equity factor volatility. The most crowded AI trades suffered one of the most violent momentum unwinds ever recorded with the highest volatility in history. Yet Bitcoin was higher for the month and its realized volatility remained near cycle lows. I do not think those are separate stories. AI is compressing investment time. Products are built faster. Competitors arrive sooner. Corporate moats decay more quickly. The cash flows may still be strong, but the terminal values supporting today’s equity valuations are becoming harder to underwrite. AI is printing intelligence, and that intelligence is printing competition. In my latest Substack post I go through how this new chapter of Intelligence abundance combined with the birth of the new agentic economy leaves Bitcoin as the purest AI trade. On one side, intelligence abundance cannot dilute Bitcoin’s supply, weaken its issuance schedule, or disrupt its scarcity. On the other, Bitcoin will benefit from a financial system increasingly shaped by AI agents: machine-led investment decisions, programmable guardrails, verifiable collateral, and less dependence on human narrative or institutional discretion. The economy may create more value than ever while making it harder to know who keeps it. No company (stock) is safe in Intelligence Abundance. Bitcoin is different. https://t.co/YuzUIpDSxX” | BTC | ▲ Bullish | — | 1h | — | — | unscored |
| 7 Jul 2026, 16:30 | “BTC is the benchmark for crypto. As Agent commerce drives the change in the global economy from human transactions to the velocity of money over the crypto financial guardrails, BTC will be driven higher. Scarcity becomes the driving investment force as velocity increases. That is my view and I don't think it is disconnected based on my beliefs but we shall all see what the future holds.” | BTC | ▲ Bullish | — | 1h | — | — | unscored |
| 6 Jul 2026, 19:37 | “In case you have not heard, Bitcoin is dead and Michael Saylor is back again as the villain. The trend is still bearish but signs of change are showing up as I showed in this week's YouTube. The next rally will not start because everyone suddenly becomes bullish. Sentiment is too bad. The catalyst may be the reverse of two negatives rather than a positive. It may start because of two forces that have punished Bitcoin ease: 1)AI equity momentum is crashing and the AI trade volatility is rising, forcing capital to look for new beta. 2)The market may have gone too far pricing AI capex as a hawkish Fed story. AI agents are not just a demand shock. They are also a supply shock through digital labor, productivity leverage, and financial automation. That is where Bitcoin becomes interesting again. The Fed may have to unlearn its old framework. Investors may have to relearn Bitcoin. New piece: Bitcoin and the Art of Unlearning the Fed https://t.co/b4DHzWHHxo” | BTC | ▲ Bullish | $63,734 | 1h | $63,820 | +0.1% | correct |
| 6 Jul 2026, 16:42 | “As AI equity MO Volatility continues to drive investors nuts during the AI Mid-Cycle Slowdown, here is my favorite AI Agent trade for the next year as agents become consumers and need the new financial guardrails. And this comes from a compute bull. Long BTC short SMH https://t.co/whwL9bAkXp” | BTC | ▼ Bearish | — | 1h | — | — | unscored |
| 5 Jul 2026, 12:30 | “Equity momentum is crashing. AI is not over — the easy-money phase is. Now the story shifts to AI agents, enterprise adoption, and “productivity leverage.” "Even at tens of millions of agents users, we're still early" "There's just not going to be enough compute in the world to satisfy all the demand." Warsh speaks too and doesn't seem concerned about inflation. Could we see a cross-asset momentum regime shift soon? And Bitcoin? Shorts are getting greedy. Vol is compressed. Bad news is no longer breaking price. First bottoming signs are showing up. New video: Momentum Is Crashing, Bitcoin Is Bottoming, AI Agents Are Rising https://t.co/QPZaCJ2Zwb” | BTC | ▲ Bullish | — | 1h | — | — | unscored |
| 4 Jun 2026, 23:07 | “I completely agree Dan. The next stage of crypto and BTC from an investment perspective should come in the application layer of Jensen Huang’s five layer cake with is basically related to software for the agentic world. Right now stocks are being driven by the chip, energy and infrastructure layers of the stack. I expect soon, the investor attention to look for ideas not subject to the bottlenecks and that is when I would expect BTC and crypto to break away from stocks but this time on the upside.” | BTC | ▲ Bullish | $63,691 | 1h | $63,743 | +0.1% | correct |
| 12 May 2026, 14:21 | “BTC is right up against the 200 day exponential moving average with a trigger today of the the negative 3m real yield sign which has historically been the time to own BTC. I wrote a paper this week for 22V and subscribers titled Running Hot into Scarcity. I expected a regime shift into a negative real yield environment with uncertainty around the Fed as they also are forced to run the debasement hot.” | BTC | ▲ Bullish | — | 1h | — | — | unscored |
