Key Takeaways
- • Jordi Visser, founder of Visser Labs and head of AI Macro Nexus research at 22V Research, said cryptocurrencies could benefit more from the AI boom than AI stocks, according to Cointelegraph's October 27 report.
- • Visser argues AI agents play the role for crypto that app stores and smartphones played for mobile technology, driving demand for crypto payments and tokenized assets.
- • Visser said it is becoming increasingly difficult for AI shares to repeat explosive gains, stating "the AI fireworks show is over," while his 100-stock AI portfolio is up about 40% this year but has grown more volatile than Bitcoin over the past 126 days.
- • Visser expanded his crypto holdings from Bitcoin, Ether and Solana into an equal-weighted index of 42 tokens and four listed stocks, which he says has outperformed Bitcoin since June.
- • Visser warned that a major collapse in the AI market could test recent crypto lows, though he said it would not necessarily end the bull run.
Summary
Jordi Visser, founder of Visser Labs and head of AI Macro Nexus research at 22V Research, said cryptocurrencies may benefit more from the artificial intelligence boom than AI stocks, according to a report by Cointelegraph on October 27. Visser, a 30-year investing veteran who previously served as a managing director at Morgan Stanley and chief investment officer at Weiss Multi-Strategy Advisers, said crypto would not have entered the current bull market without AI.
He compared AI agents to the arrival of smartphones for crypto. In his view, AI agents play the same role for crypto that app stores and smartphones did for mobile technology. As their use expands, he argued, activity in tokenized assets and crypto payments will rise, creating investment opportunities beyond computing infrastructure companies.
Visser took a more cautious view of AI equities. He said it is becoming increasingly difficult for AI shares to repeat their explosive gains, adding that "the AI fireworks show is over." He said his portfolio of 100 AI stocks is up about 40% this year, but over the past 126 days it has become more volatile than Bitcoin.
Based on this outlook, Visser expanded a crypto portfolio that had consisted only of Bitcoin, Ether and Solana through August into a broader basket. He now runs an equal-weighted index of 42 tokens and four listed stocks, which he said has outperformed Bitcoin since June. He is watching Dogecoin as a signal of returning retail participation and named privacy coins Zcash and Monero as investment targets.
Visser cautioned that a sharp downturn in the AI market could weigh on the crypto bull market. If AI suffers a major collapse, the bull run would not necessarily end, but recent lows could be tested again, he said.
He compared AI agents to the arrival of smartphones for crypto. In his view, AI agents play the same role for crypto that app stores and smartphones did for mobile technology. As their use expands, he argued, activity in tokenized assets and crypto payments will rise, creating investment opportunities beyond computing infrastructure companies.
Visser took a more cautious view of AI equities. He said it is becoming increasingly difficult for AI shares to repeat their explosive gains, adding that "the AI fireworks show is over." He said his portfolio of 100 AI stocks is up about 40% this year, but over the past 126 days it has become more volatile than Bitcoin.
Based on this outlook, Visser expanded a crypto portfolio that had consisted only of Bitcoin, Ether and Solana through August into a broader basket. He now runs an equal-weighted index of 42 tokens and four listed stocks, which he said has outperformed Bitcoin since June. He is watching Dogecoin as a signal of returning retail participation and named privacy coins Zcash and Monero as investment targets.
Visser cautioned that a sharp downturn in the AI market could weigh on the crypto bull market. If AI suffers a major collapse, the bull run would not necessarily end, but recent lows could be tested again, he said.
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