Visser Sees AI-Powered Crypto Boom, But Warns Bitcoin's Role May Diverge

Jordi Visser, a macro investor with over three decades of experience, has shared his thoughts on the future of Bitcoin and altcoins. In an optimistic turn from his previous views, he believes that the convergence of artificial intelligence (AI) and crypto infrastructure could pave the way for significant growth in the sector.

According to Visser, the key factor driving this shift is the use of cryptocurrency in real-world economic activities, rather than mere price speculation. He argues that AI agents will play a crucial role in this process, enabling high-speed transactions between digital entities that require a different payment infrastructure from the current financial system.

Visser believes that stablecoins and blockchain networks like Ethereum and Solana will be essential components of this new system, which could grow exponentially once consumer-focused AI agents become widespread. However, he sees Bitcoin as having a distinct role, primarily as a long-term store of value and collateral asset.