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Source document· February 11, 2026

Bitcoin Lacks 'Fundamental Narrative' To Draw Investors, Says Jordi Visser — Macro Guru Argues Most Will Favor Biggest 'Liquid Companies' Over BTC

View original at finance.yahoo.com
Bitcoin Lacks 'Fundamental Narrative' To Draw Investors, Says Jordi Visser — Macro Guru Argues Most Will Favor Biggest 'Liquid Companies' Over BTC Veteran Wall Street investor Jordi Visser weighed in on Bitcoin’s (CRYPTO: BTC) recent crash on Friday, stressing that the cryptocurrency remains inextricably linked to deve…
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  • Growth of stablecoins reflects the strengthening credibility and maturation of the broader cryptocurrency ecosystem

    80% confidence

  • Bitcoin is the only crypto asset worth holding long term

    80% confidence

  • He was losing money like everyone else during the Bitcoin crash

    80% confidence

  • If institutional investors could achieve similar or better returns from the world's largest liquid companies, they wouldn't be tempted to invest in Bitcoin

    80% confidence

  • Roughly 99% of altcoins are built to transfer wealth from retail investors to insiders

    80% confidence

  • You cannot separate Bitcoin from the traditional finance world

    80% confidence

  • The Bitcoin selloff wasn't driven by a single trigger but by a combination of factors, including collapsing leverage, AI hype unravelling and quantum computing risks

    80% confidence

  • $1 million price target for Bitcoin

    80% confidence

  • A deep, prolonged crash like the 2022 cryptocurrency winter is unlikely even if volatility persists

    80% confidence

  • Bitcoin still misses a strong fundamental narrative to boost its appeal

    80% confidence
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Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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Bitcoin Lacks 'Fundamental Narrative' To Draw Investors, Says Jordi Visser — Macro Guru Argues Most Will Favor Biggest 'Liquid Companies' Over BTC — Source | Via News | Via News