Macro investor Jordi Visser, known for decades of market experience, has shifted from a cautious stance to a bullish outlook on crypto, arguing that the convergence of artificial intelligence and blockchain infrastructure could open a new growth era.
Speaking about the changing role of digital assets, Visser said crypto must move beyond speculation and become embedded in daily economic activity. He emphasized that future high-speed transactions between AI agents will require payment rails different from today's financial system. In his view, stablecoins and layer-1 networks such as Ethereum and Solana are positioned to play a significant role.
Visser expects AI agents to evolve from analytical tools into economic actors that make purchases, payments, reservations, and financial decisions. This could create automated competition between company-owned agents and consumer agents over price, privacy, and transaction terms. He linked September interest in Zcash and NEAR to the strengthening AI-agent and privacy narrative, noting that agents acting for businesses may need to transact without revealing their identities or financial behavior.
On Bitcoin, Visser maintains a distinctly long-term view. He sees BTC not primarily as a payment tool but as a digital store of value and collateral asset, chosen by hundreds of millions of people. He argued that Bitcoin has survived repeated bear markets and is one of the few assets likely to remain unaffected by rapid technological transformation. While AI may disrupt companies, business models, and existing investments, Visser believes Bitcoin can provide long-term portfolio protection.
He also said Bitcoin's investor base has shifted from decentralization-focused early adopters to a broader group seeking portfolio diversification. Visser stated that Bitcoin is the only technology he is confident will still exist within both the crypto ecosystem and the current fiat system 20 years from now. According to Visser, tokenization could allow dormant assets to become usable collateral, attracting significant capital to the sector and eventually benefiting Bitcoin as well.
This is not investment advice.
