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ETH Macro investor Jordi Visser: The integration of AI and crypto infrastructure will open a new era of growth in the industry.
Well-known macro investor Jordi Visser recently made it clear that his views on the Bitcoin and crypto market have undergone a major change. He pointed out that the integration of artificial intelligence (AI) and encryption infrastructure will open up a new path for the field to growth in the new era.
From caution to optimism: The core driving force shifts to practical application
Visser was previously known for being cautious about the market, but in related programs, he was described as "always switching between bear and bull markets." He admitted that the key factor that made him optimistic is that cryptocurrency is shifting from a purely speculative tool to a value carrier with practical application scenarios.
Visser believes that the cryptocurrency market has now entered a critical stage. He emphasized that the current bullish outlook does not rely solely on macro conditions such as abundant liquidity or currency printing, but stems from the deep integration of innovative technologies and crypto infrastructure. Visser pointed out that for the market, it is more important to get crypto assets away from the single attribute of price speculation and integrate them into daily economic activities.
AI proxy transactions reshape payment infrastructure needs
The core of Visser's argument lies in "AI Agents." According to its analysis, high-speed transactions between digital agents in the future require a payment infrastructure that is different from the current traditional financial system. Visser believes that stablecoins and blockchain networks such as Ethereum and Solana will play an important role in this transformation.
他预测，一旦AI代理开始进行实质性交易，其在加密生态系统中的使用量可能会呈“抛物线式”增长。因此，Visser看好即将到来的时期，认为专注于消费端的AI代理将迎来普及。
比特币的角色定位：价值存储而非支付工具
尽管看好加密基础设施的发展，但Visser认为比特币不会在系统中扮演与稳定币相同的角色。他指出，比特币的主要功能并非作为支付手段，而是作为长期的价值存储和抵押资产。
Visser注意到，比特币已被数亿人选为数字价值存储工具，且其在多次熊市中展现出的韧性是其生存能力的重要指标。他认为，比特币是少数能够完全不受未来技术变革影响的资产之一。虽然AI可以迅速改变企业、商业模式及现有投资格局，但比特币能为投资组合提供长期保护，抵御其他资产的波动风险。
根据分析师的观点，比特币的重要性不在于短期内是否能在市场下跌时必然上涨，而在于其面对技术变革时具有高概率的生存能力。
资本回流与身份认同的转变
Visser said that the main problem facing Bitcoin in the near future is that investors are seeking higher returns in other areas. The rise in AI investment at the beginning of this year did not create a strong reason for funds to turn to Bitcoin. However, as traditional finance and the crypto space become increasingly connected, Visser believes that tokenization, Ethereum, Solana and other blockchain infrastructures are expected to attract large amounts of capital into the industry. He predicts that this capital inflow will eventually benefit Bitcoin as well.
In addition, Visser believes that Bitcoin's past ideological overtones are fading. He pointed out that Bitcoin's investment group has changed from an early group that advocated separation from government control and pursued decentralization to a broader group that focuses on portfolio diversification. He sees this as the result of systems integrating rather than replacing each other.
Long-term outlook: the only certainty in twenty years
This well-known investor has made a statement of great confidence in the long-term future of Bitcoin. Visser asserted that Bitcoin is the only technology he is sure will still exist in the crypto ecosystem and the current legal currency system 20 years later. He argued that while technological innovation could quickly reshape many other assets and companies, Bitcoin would be able to maintain its "collateral" and "stability" role in the system.
