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ZEC 资深宏观投资者Jordi Visser：AI代理或为比特币及加密市场注入全新增长动力
资深宏观投资者Jordi Visser认为，人工智能（AI）代理的快速发展可能会为比特币乃至整个加密货币市场创造新的增长动能。Visser指出，仅通过全球流动性、利率或货币供应量等传统宏观经济指标来评估比特币的未来表现，正变得日益不足。
Visser表示，虽然过去比特币价格与流动性条件的相关性令人理解，但随着加密货币技术的实际应用场景日益广泛，这种关系可能会发生改变。他认为，比特币及其他加密资产在利率上升期间仍能保持强势，这是一个重要信号，表明真正的技术创新可能逐渐摆脱经济周期的束缚，实现独立增长。
AI代理与区块链基础设施的深度融合
Visser论点的核心在于人工智能代理。这位知名投资者主张，未来先进的AI代理将直接相互交互，而这需要区块链基础设施的支持。Visser强调：“代理之间将相互交互，区块链是必要的。”他补充道，AI代理的兴起对加密货币领域具有极大的积极意义。
According to Visser's analysis, one of the major consequences of this transformation will be the accelerated integration of asset tokenization. A large number of assets are currently idle in the existing financial system, and through the tokenization mechanism, these assets will be more actively incorporated into the economic system. Visser believes that a new mechanism is emerging that is different from traditional liquidity indicators, with tokenization allowing assets to be used as collateral and programmable financial transactions becoming more popular.
From analytical software to independent economic entity
Visser predicts that AI agents will evolve from pure analytical software to economic entities with the ability to purchase, pay, book, and make financial decisions. Digital wallets controlled by these agents may become critical in the future. Analysts pointed out that there could be automated competition between enterprise-owned AI agents and consumer personal agents around price, privacy and transaction terms.
Visser points out that this architecture will create new use cases for privacy-focused encryption projects and decentralized finance (DeFi) applications. He attributed the increased interest in projects such as Zcash and NEAR in September to the strengthening of AI proxies and privacy protection themes. Visser believes that the ability to conduct transactions on behalf of a company without having to disclose identity and financial behavior to the other party will become increasingly valuable.
Traditional economic indicators face challenges
Visser还提出，虽然AI代理可能提高经济生产力，但可能使传统的就业和增长指标失去部分意义。他以自己所在的公司为例，指出该公司人类员工不足15人，但使用的数字AI代理数量可能接近100个。他表示，当前的经济指标难以跟上这一转型的步伐。
关于比特币，Visser采取了超长期的视角。他表示，比特币是他最有信心在未来30年内实现升值的资产，并相信人工智能与区块链技术的结合将显著扩展加密货币的现实世界应用场景。
以上内容不构成投资建议。
