Jordi Visser: The Biggest Bull Market Ever Will Come From AI + Crypto

Jordi Visser (0:00)

The reason Bitcoin is the greatest trade to me, and again, nobody has to agree with me, I don't really care.

I believe the crypto market within five years will be approaching $50 to $100 trillion. If that's the market cap in five years, Bitcoin will be at least...

John Gill (0:16)

Tokenization is taking off, crypto and AI are colliding at full speed, and everyone is so worried about interest rates, but what do you need to know? What is actually going to move your portfolio? And what does all of this have to do with bringing the bull market back to crypto? Hello and welcome to Milk Road Crypto, the podcast that knows that the future of finance is AI agents making meme coins while we all watch and just hope and pray that they make no mistakes. I'm your host John Gill, and today is Tuesday, September 8th. We will be releasing this episode on September 9th. And today we are joined by the best one man band in Brooklyn, Jordi Visser. Jordi is the head...

Jordi likes that joke. Jordi is the head of AI Macro Nexus Research at 22B Research and the founder of Visser Labs, a consulting firm that advises on AI and digital assets. Jordi is a friend and fan of Milk Road. He is back on the show today to discuss everything you need to know about AI and crypto. So that sounds good to you. Make sure you like and subscribe, share this episode with somebody who needs to hear it. As a reminder, our podcast today is free and that would not be possible without our wonderful partners at Sabre.Money, the stable coin payments platform built for Asia. So keep an ear out for more information on them later in today's episode. But for now, welcome back to the show. One of my favorite guests, Jordi Visser. How are you sir?

Jordi Visser (1:23)

I'm good, John. How are you doing?

John Gill (1:26)

I'm good, man.

It's a good time to talk. And we have a lot to catch up on. I wanted to just start with something that I think a lot of people are asking questions about. But about three weeks ago now, we saw the biggest short squeeze in crypto history, a half a trillion dollars added to the market cap of crypto overall in the space of a few days. And since then, you've gotten much more vocal about your conviction on the crypto thesis here. Talk to me about why this was such an important moment for you to start talking about crypto again, and why it was such a big change for crypto overall.

Jordi Visser (1:55)

So first of all, for the last, I don't even know, it's been six months.

Like most people who have long term beliefs in the intersection of, let's say, the financial guardrails and the traditional finance world, my focus has been on AI agents. So, you know, beginning in November of last year, the agentic revolution began. So to me, it was just a clock tick towards when it would become a reality for everyone who's an investor that AI and crypto are their brothers. They need each other. And I've said repeatedly for well over a year, and I do it to be both provocative, meaning to provoke thought, but also to provoke reaction. But I will continue to say that Bitcoin is the purest AI trade. I don't care what anyone says on the other side, because most of the time it comes into, well, that would be Micron or NVIDIA or all this stuff, when the reality is, if you believe what I believe, which is that AI agents will eventually disrupt all businesses, and that the beginning of that revolution only started less than a year ago, and it takes a while to get the agents up and running. And so crypto in general, and I'll leave Bitcoin aside for a second and just say, I've been waiting for the crypto ecosystem to catch the same bid that Micron started to catch in May of last year, and really, let's say September, when I have the luxury of both knowing a lot of people on the traditional finance world from the institutional investor side, many of the ones that I've had conversations with in the last week about tokenization in crypto are people that everyone here would know on the macro world. They didn't care at all about inference in May of last year when I wrote a paper. So I believe and have believed that at some point, there'd be this trigger point where the agentic side would catch up, and people would start to realize that you can have billions of AI agents, but if you don't have financial guardrails, they can't actually do anything because they can't use the SWIFT system. So whether it's the Robinhood News from a week ago or whether it's the tape, and I grew up a trader, and I believe that when you're in a bear market and you're below the 200-day moving average and the 200-day moving average is pointed downward, do not sit there and try to tell everyone this is a bull market because you're waiting to buy something that has no trend. Well, now the 200-day moving average in Bitcoin is pointed up.