Visser Says Zero Bitcoin Exposure No Longer Defensible

Wall Street veteran Jordi Visser says that having zero exposure to Bitcoin is no longer defensible for a diversified portfolio. In an interview with Anthony Pompliano, Visser argued that investors were wrong to think of crypto in terms of binaries, as it's either 'worth something' or not.

Visser stated that if you have 0% weighting in Bitcoin, 'an investor is effectively assigning a 0% probability' to crypto's potential future impact. He believes this stance is no longer neutral but rather a directional bet.

He also pointed out that the size of the cryptocurrency market relative to global wealth is 'so underowned.' Visser mentioned that AI agents needing to transact in seconds will force full tokenization by February 2027.