Crypto to Fuel Next Boom as Billions of Autonomous AI Agents Drive Demand

Jordi Visser, an ex-Morgan Stanley executive and head of AI Macro Research at 22V Research, believes that billions of AI agents will drive crypto's next boom. He argues that Wall Street is underestimating the adoption of AI by counting companies like OpenAI as individual customers rather than platforms serving millions of AI agents.

Visser believes that today's banking and payments systems are too slow and fragmented to enable machine-to-machine commerce at scale, but crypto will be the financial infrastructure for these autonomous AI agents. He points out that digital assets have been misunderstood by investors, who see them as separate from AI, when in fact they are converging.

The real customer base of AI is being undercounted, Visser says, citing examples like OpenAI, Anthropic, and Google becoming an operating system for a growing population of AI agents. This means the financial system needs to adapt quickly to enable transactions between billions of agents.