Analyst Jordi Visser: AI Agents Will Be Bitcoin’s Next Catalyst

The pitch here is about plumbing, not price: AI agents as an interface that could let large institutional pools access bitcoin without building crypto-native operations. That reframes adoption as a distribution problem rather than a conviction problem, which is a more plausible path for the kind of capital Visser cites. The open question is whether agent-mediated allocation becomes a real channel or stays a narrative, since the claim rests on infrastructure that has yet to be demonstrated at institutional scale.