Visser: Crypto Not a Binary Bet, Underowned, and Due for Tokenization

Wall Street veteran Jordi Visser believes investors are making a mistake by thinking of crypto in binary terms. It's either 'worth something' or it's not, he argued.

Speaking with Anthony Pompliano on Saturday, Visser said that zero exposure to Bitcoin (BTC) is no longer defensible for a diversified portfolio. He connected this argument to the fact that at $3-4 trillion in market cap, crypto is 'so underowned' compared to global wealth of around $700 trillion.

Visser also predicted that AI agents will force full tokenization by February 2027, as they need to transact in seconds. He pointed out that a 200 basis point rise in 10-year yields doesn't change the margins for companies like Anthropic or OpenAI much.