Jordi Visser: crypto may benefit from AI boom more than AI stocks
- —Visser calls AI agents crypto's "smartphone moment," boosting tokenization and payment demand
- —Portfolio widened from BTC, ETH and SOL to 42 tokens and four stocks, beating bitcoin since June
- —His 100-stock AI portfolio is up about 40% this year but is now more volatile than BTC
- —DOGE is his gauge for retail's return; ZEC and XMR are among holdings
Why it matters: The thesis that crypto is a prime AI-boom beneficiary supports demand for tokenization and payment tokens, though Visser warns a sharp AI selloff could retest recent crypto lows.
Source: Bloomingbit