Jordi Visser: AI agents could drive $900T in assets to Bitcoin

Bitcoin: Bitcoin is the leading decentralized cryptocurrency that operates on a blockchain network, serving as a digital store of value and medium of exchange without central authority. Macro analyst Jordi Visser recently positioned it as a prime beneficiary of emerging AI agents, describing them as a bridge to attract traditional asset holders into crypto investments. Jordi Visser: Jordi Visser is a macro analyst and commentator focused on the intersection of traditional finance, AI, and digital assets, active under the handle @jvisserlabs. In recent commentary, he emphasized AI agents as a timely catalyst for Bitcoin adoption, highlighting their potential to connect established financial players with crypto opportunities. AI Preferences: Studies of frontier AI models show a strong tendency to select Bitcoin for long-term value preservation due to its fixed supply and self-custody features. Institutional Analysis: BlackRock published research in September 2026 arguing that autonomous AI agents will require blockchain rails and stablecoins for machine-to-machine payments, positioning them as a potential driver of crypto demand. Payment Infrastructure: Updates to protocols like x402 are incorporating Bitcoin's Lightning Network to enable seamless autonomous transactions by AI agents.