Visser Sees Crypto at 'Micron Moment', Predicts Token Volumes to Soar

Jordi Visser, a Wall Street veteran, believes the crypto market is at its 'Micron moment.' This term refers to a rapid repricing of assets, similar to what happened with Micron (MU) shares. Visser expects token volumes to skyrocket due to tokenization, stablecoin payments, and AI agents.

According to Visser, institutional investors will be able to gain broader exposure to the crypto ecosystem through tokenization. He notes that large investors currently have limited options, such as exchange-traded funds (ETFs), digital asset treasury companies, and a few listed stocks.

Visser's optimism is based on his own experience trading Micron. He initially expected the stock to double or triple, but it instead rose 14 times due to earnings growth. He believes that token volumes will follow a similar trajectory.

Visser's views on crypto have shifted over time. Earlier this year, he turned bullish on Bitcoin (BTC) and stated that it has joined a select group of assets that survive repeated waves of change, along with religion and gold.