Bitcoin (BTC) is set to increase in value and adoption regardless of the macroeconomic developments that may unfold in the years and decades ahead, as the global financial system approaches a Fourth Turning-style reset, according to market analyst Jordi Visser.
Visser stated to Anthony Pompliano that the average individual has lost faith in traditional institutions, which should result in increased investment in BTC — a neutral, permissionless, global asset unlinked to governments or traditional entities.
The Fourth Turning refers to a book authored by William Strauss and Neil Howe that outlines the cyclical rise and decline of nations due to expected intergenerational dynamics.
“Bitcoin is a trustless asset. It was originally designed to address the issue of distrust in banks. However, we have moved beyond that,” Visser commented. He further elaborated:
“I no longer trust my employer. I don’t trust the government. I don’t trust the banks. I don’t trust the currency. I don’t trust the debt. I don’t trust anything, so I don’t see how trust can be restored.”
His remarks came amid decreasing consumer confidence, geopolitical tensions, and unprecedented government debt, which is eroding the average person’s purchasing power and creating a demand for an alternative financial system based on uncorrupted hard money.
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Consumer confidence plummets as many remain at the bottom of a K-shaped economy
“An increasing number of individuals at the lower end of the K feel excluded from the system, which ties into the Fourth Turning,” Visser noted.
A K-shaped economy describes a financial landscape where different segments of society experience varying degrees of economic prosperity and recovery.
Those at the top of the K, who possess assets, continue to accumulate wealth, while those at the bottom face challenges due to currency inflation.
Visser referenced the recent University of Michigan consumer sentiment report, indicating that only 24% of participants anticipate their spending habits to remain stable in 2026, with many fearing rising prices due to inflation and trade tariffs in the US.
A significant majority also expect unemployment to increase in 2026. More than 60% of respondents surveyed by the University of Michigan indicated they foresee higher unemployment rates.
The latest survey shows a notable rise since early 2025, when only about 30% of participants predicted worsening employment figures.
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