From BigGo Finance · BigGo Finance · · 1m 30s
Wall Street Veteran Visser Predicts AI Agents Could Boost Crypto
Wall Street veteran Jordi Visser says AI agents might give crypto an edge over AI stocks by driving tokenized assets and on-chain payments.
In brief
Wall Street veteran Jordi Visser says AI agents might give crypto an edge over AI stocks by driving tokenized assets and on-chain payments. Jordi Visser, a Wall Street veteran, argues AI agents could boost crypto returns over AI stocks by increasing tokenized asset demand. Originally reported by BigGo Finance.
Jordi Visser's AI Crypto Thesis
Jordi Visser, a Wall Street veteran with three decades of experience, argues AI agents will function as crypto's smartphone moment.
“AI agents are effectively the same as the App Store or the smartphone for crypto”
Visser Trims Micron Stake
Visser trimmed his Micron stake from mid-May as the AI trade became crowded, warning of potential equity downturns.
“I didn't say ai was over. ai fireworks show is over”
AI Revenue and Capex Gap
Microsoft reported $37 billion annualized AI revenue by April 29, while Oracle spent $55.7 billion on capex versus $32 billion in cash flow.
“Oracle spent $55.7 billion on capital expenditures in fiscal 2026 against $32 billion in operating cash flow”
Visser's Crypto Portfolio Shift
Visser widened his crypto holdings beyond Bitcoin, Ether, and Solana to include Dogecoin and privacy projects like Zcash and Monero.
“They're the energy of the space and they're the ones that are going to fuel this as other people get involved”
AI Downturn Risk for Crypto
A severe AI-driven equity downturn could retest recent crypto lows without ending the bull market, according to Visser.
“I don't think that would end the bull market, but i definitely think it would retest the lows that we just saw”
Visser's Privacy Focus
Visser emphasizes privacy projects like Zcash and Monero as critical for protecting users as AI systems scale.
“I'm not betting on one company, but i believe in privacy”
Visser's Portfolio Performance
Visser's 42-token index has beaten Bitcoin since June, with each constituent held in the portfolio.
“He plans to hold every constituent”
AI Trade Crowding Impact
Visser notes that AI-driven activity has shifted from equities to crypto, with retail enthusiasm signaling potential crypto recovery.
“One of the reasons that bitcoin and ethereum were having such a hard time is because the focus was completely on ai”
The takeaway
Jordi Visser, a Wall Street veteran, argues AI agents could boost crypto returns over AI stocks by increasing tokenized asset demand.
