Cryptocurrencies could deliver a better payoff from the artificial intelligence boom than AI stocks themselves, according to Visser Labs founder Jordi Visser.
Explosive gains in AI stocks are becoming harder to repeat, Visser tells Cointelegraph’s Trade Secrets. At the same time, AI agents are creating demand for crypto payments and tokenized assets.
“Without AI, I don’t think crypto would be going through this bull market,” he says.
Hyperscaler capital spending and free cash flow (left), and forward valuations compared with the S&P 500 (right). Source: JPMorgan Asset Management
As a result of his thesis, he has expanded his own holdings beyond Bitcoin, Ether and Solana into a broader basket of tokens.
Visser’s three-decade career includes stints as managing director at Morgan Stanley and chief investment officer at Weiss Multi-Strategy Advisers. He now heads 22V’s AI Macro Nexus Research.
