Bitcoin Becomes Mainstream, But Some Crypto OGs Still Prefer Private

Jordi Visser, Founder of Visser Labs, believes that Bitcoin is 'the purest AI trade' you can buy. He's been calling it this for over a year, arguing that billions of AI agents are useless without financial rails to transact on.

The role of crypto fills this gap, and Jordi thinks the thesis has just hit its trigger point. The biggest short squeeze in crypto history added $500B to the market cap in days, and he's calling for the entire space to reach $50T to $100T within five years.

Katie Talati, Head of Research at Arca, notes that there's a real split forming in crypto right now. People who got in early are watching Bitcoin go from an outsider asset to something BlackRock talks about on CNBC every day, and many of them hate it.

This discomfort is fueling renewed interest in privacy coins like Zcash, which some in the original community want because they still feel private and uninstitutionalized.