Key Highlights Analyst Visser points to stabilizing bond yields and softening inflation metrics as key macro drivers that can bolster Bitcoin without requiring steep interest rate reductions. Capital rotation from artificial intelligence stocks into digital assets may already be underway on a minor scale, with AI agents poised to dramatically expand blockchain, stablecoin, and tokenization ...
Key Highlights Macro investor Jordi Visser argues AI agents will drive Bitcoin adoption by requiring blockchain infrastructure for machine-to-machine transactions. Visser predicts tokenization will unlock dormant assets as programmable collateral, creating a growth dynamic independent of traditional liquidity cycles. The analyst identifies privacy-focused projects like Zcash and NEAR as early beneficiaries of the AI-agent economy. ...
Key Highlights Macro investor Jordi Visser shifts from cautious to bullish on crypto, citing the convergence of AI and blockchain infrastructure as the primary catalyst for a new growth era. Visser argues Bitcoin’s role is evolving into a long-term store of value and collateral asset, distinct from stablecoins and networks like Ethereum and Solana that ...