Jordi Visser: AI Agents Drive Crypto Demand, Could Outperform AI Stocks

The significance here is less the call itself than who is making it: a Wall Street veteran framing AI agents as a structural demand driver for crypto, not just a narrative. That argument, if it gains traction, would blur the line between two trades that have largely been treated as separate. The obvious gap — no tokens named, no timeframe — makes this a thesis to test rather than a position to track. The open question is whether other institutional voices pick up the same framing, and whether on-chain activity linked to agent-driven usage starts showing up as a measurable trend.