22V Research chief investment officer Jordi Visser says Bitcoin, the world’s largest cryptocurrency by market cap, is the “S&P 500 of the future.”
With digital assets, including Ethereum, gaining traction, and the “GENIUS Act” becoming a law, Visser believes the current cycle marks a turning point in crypto’s mainstream adoption.
Bitcoin has already surpassed its previous high and is now trading near $120,000, but according to Visser, who spoke in a recent interview with CNBC, the cryptocurrency still has substantial upside potential.
What Bitcoin as the S&P 500 of the future means
Visser’s comparison of Bitcoin to the S&P 500 isn’t just metaphorical – it’s a strategic framing of Bitcoin as a foundational asset in a rapidly evolving financial landscape.
As artificial intelligence (AI) disrupts traditional industries, Visser argues that BTC represents a resilient store of value outside the legacy financial system.
He sees it as a hedge against systemic change, much like how the S&P 500 reflects the health of corporate America.
In his view, Bitcoin will increasingly anchor portfolios in the years ahead, especially as stablecoins and digital assets become more integrated into everyday transactions.
It’s not just a tech bet – it’s a macro hedge.
Bitcoin vs crypto-proxies: Visser picks a side
According to Jordi Visser, choosing between buying Bitcoin or investing in crypto-proxies instead depends primarily on the investor’s risk tolerance.
Those interested in chasing higher upside, albeit with more volatility, he recommends building a position in proxies like MicroStrategy Inc (NASDAQ: MSTR), the largest corporate holder of BTC.
Personally, however, Visser favours direct exposure to Bitcoin as it’s a more stable and strategic long-term play.
While companies like Bitmine Immersion or Bit Digital offer alternative routes to gain exposure to the crypto market, the 22V Research chief investment officer continues to see BTC as the most reliable asset in a world of accelerating technological disruption.
Note that Bitcoin has materially outperformed the benchmark stock market indices this year, and is currently up well over 50% versus its year-to-date low in early April.
Is it too late to invest in Bitcoin?
Speaking with CNBC, Visser revealed the most common question he receives from traditional fiat investors is: “Am I too late” in building a position in the likes of Bitcoin?
His answer is a resounding no. Visser believes many sceptics will eventually own BTC – they just won’t admit it publicly.
Drawing parallels to hidden voter behaviour in political polls, Visser argues the leading crypto’s growing legitimacy makes it harder to ignore.
The 22V Research expert maintains a bold price target of $200K for Bitcoin this year, underscoring his belief in its long-term potential.
As AI adoption accelerates and stablecoins become more prevalent, Visser sees Bitcoin as a necessary hedge in portfolios navigating an uncertain future.
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