Bitcoin Will Accelerate As World Enters Fourth Turning Period Says Analyst
Market analyst Jordi Visser believes Bitcoin will experience accelerated growth as global society enters what he calls a Fourth Turning period. According to Cointelegraph, Visser told Anthony Pompliano that Bitcoin is positioned to grow regardless of macroeconomic scenarios in coming years and decades.
The Fourth Turning refers to a book by William Strauss and Neil Howe describing cyclical rise and fall of nations through predictable generational patterns. Visser argues that average people have lost confidence in legacy institutions, which should drive investment into Bitcoin as a neutral, permissionless global asset not tied to governments or traditional organizations.
Visser explained that Bitcoin was designed as a trustless system to address distrust in banks, but now extends beyond financial institutions. He stated people no longer trust employers, governments, banks, currency, or debt, making trust restoration unlikely.
Consumer Sentiment Data Supports Institutional Distrust Theory
Consumer confidence data validates Visser's assessment of declining institutional trust. University of Michigan consumer sentiment surveys show only 24 percent of respondents expect their spending habits to remain unchanged in 2026. Over 60 percent of those surveyed expect unemployment to rise in 2026, representing the highest reading since 2009.
The survey reflects sharp increases since early 2025, when approximately 30 percent of respondents expected deteriorating job numbers. Consumer sentiment has declined amid geopolitical tensions, record government debt levels, and concerns about currency devaluation affecting purchasing power.
Visser describes this as a K-shaped economy where different population segments experience varying rates of economic prosperity and recovery. Those holding assets at the top of the K experience growing wealth, while those at the bottom face downside pressure from currency inflation. We previously reported that institutional adoption has accelerated significantly in 2025, with regulatory frameworks enabling banks to offer digital asset services while maintaining compliance.
Institutional Bitcoin Adoption Continues Despite Consumer Pessimism
Despite declining consumer confidence, institutional Bitcoin adoption maintains momentum throughout 2025. Datos Insights reports that potential institutional cryptocurrency demand could reach $3 trillion over the next six years, while miners will produce only 700,000 new Bitcoin worth $77 billion at current prices.
The supply-demand imbalance creates a 40-to-one ratio suggesting significant future price impact. Major financial institutions including BlackRock and Fidelity have expanded cryptocurrency product offerings, with Bitcoin ETFs capturing over $50 billion in institutional assets.
Corporate treasuries increasingly view Bitcoin as a strategic reserve asset rather than speculative investment. Over 90 public companies globally now hold Bitcoin on balance sheets, with Digital Asset Treasury Companies collectively holding $93 billion in Bitcoin representing nearly 4 percent of circulating supply.
The trend reflects broader institutional recognition of Bitcoin's role as an inflation hedge and diversification tool. Regulatory clarity from the Trump administration's crypto framework and SEC's shift toward proactive guidance rather than enforcement-based regulation has accelerated institutional participation.
Bitcoin's fixed supply of 21 million coins positions it as a deflationary asset during periods when traditional currencies face devaluation pressures. This characteristic becomes particularly relevant during Fourth Turning periods when existing financial systems undergo structural transformation, according to the cyclical theory referenced by Visser.
