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▲ Artificial Intelligence Agent (AI agent), Virtual Asset Trading, Bitcoin (BTC)/ChatGPT Generated Image
As the competition for AI infrastructure accelerates, a forecast has emerged that Bitcoin (BTC) and Ethereum (ETH) could see long-term benefits. Veteran macro investor Jordy Visser analyzed that AI is moving beyond chatbots to an agent stage where it autonomously executes transactions and tasks, and in this process, the need for tokenized payment networks and cryptocurrency-based infrastructure will grow.
Benzinga reported on May 11 (local time) that Visser appeared on Anthony Pompliano's podcast on May 9 and stated that the pace of AI adoption is progressing much faster than institutional investors anticipated. He explained that the spread of AI is creating massive demand for computing infrastructure, power, and digital payment systems.
Visser viewed the next stage of AI not as simple chatbots but as agent-type systems. An AI agent is a system that autonomously executes actions, transactions, and workflows without waiting for direct human commands. He stated that for such systems to operate efficiently, tokenized rails and cryptocurrency-native infrastructure will become increasingly necessary.
He emphasized, "AI agents are already among us," and "what they need to feed on is not physical food, but tokens." Visser's argument focused on the increasing connection between the AI industry and the cryptocurrency industry on a common foundation of computing, energy, and tokenized digital systems.
Visser analyzed that the expansion of AI infrastructure could strengthen Bitcoin's long-term macro narrative. He explained that increased energy demand could boost the value of digital assets linked to energy, and the adoption of tokenization could promote the use of cryptocurrency infrastructure. He also noted that the persistent inflationary pressure brought on by AI could increase demand for hard assets, and institutional funds are continuously moving into Bitcoin via ETFs.
He mentioned that BlackRock's spot Bitcoin ETF recorded an all-time high in terms of shares issued, even during a period some traders considered a bear market. Visser argued that older institutional investors are steadily accumulating Bitcoin as part of a broader portfolio allocation strategy.
His outlook on Ethereum was also positive. Visser stated that he believes the reality of tokenization will begin to fully materialize from summer, and he has bought Ethereum in addition to gold, silver, and Bitcoin. This is interpreted as a judgment that the proliferation of AI agents and tokenized finance is not limited to Bitcoin alone but can also benefit tokenized infrastructure assets like Ethereum.
These remarks present a perspective that the growth of the AI industry and the cryptocurrency market are not separate trends but can interlock within the same infrastructure demand. Visser believed that a combination of the proliferation of AI agents, increased demand for power and computing, expansion of tokenized payment networks, and institutional capital inflow through ETFs could strengthen the long-term demand base for Bitcoin and Ethereum.
*Disclaimer: This article is for investment reference only, and we are not responsible for any investment losses based on it. The content should be interpreted for informational purposes only.*
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