# 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.
- Title: Wall Street Veteran Visser Predicts AI Agents Could Boost…
- Summary: 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…
- Keywords: jordi visser, visser labs, ai agents, crypto, ai stocks, tokenized assets, on-chain payments, bitcoins, ether, solana, dogecoin, zcash
- Source: BigGo Finance — https://finance.biggo.com/news/c49d17e2-c3c9-4285-9728-13ad958ea94f
- Author: BigGo Finance
- Published: 2026-10-27T18:30:55+00:00
- Read time: 1 min
- Topics: jordi visser, visser labs, ai agents, crypto, ai stocks, tokenized assets, on-chain payments, bitcoins, ether, solana, dogecoin, zcash
## 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
## Key takeaway

Jordi Visser, a Wall Street veteran, argues AI agents could boost crypto returns over AI stocks by increasing tokenized asset demand.