Jordy Visser Outlines Bullish Case for Bitcoin's 'Third Wave' Driven by AI Agents and Macro Shifts

Macro investor Jordy Visser suggests that crypto is entering an Elliott Wave "third wave," which he describes as the most powerful phase in the asset class's history. Discussing current macroeconomic trends, Visser highlighted that market doubt and changing investor sentiment are standard setup conditions for this explosive wave. He argued that while traditional financial observers remain fixated on benchmark interest rates, frontier AI models like OpenAI and Anthropic boast massive profit margins that remain largely untouched by rate movements, sustaining underlying economic momentum.

AI Agents Driving Crypto Adoption

Visser emphasized that the global economy is undergoing a structural transformation driven by the rapid proliferation of AI agents. As autonomous software agents perform economic tasks, execute transactions, and manage portfolios, legacy financial systems operating on limited banking hours will become obsolete. According to Visser, AI agents require 24/7 programmable payment rails, creating direct demand for scarce digital assets like Bitcoin, alongside smart contract platforms like Ethereum and Solana.

Portfolio Allocations in an Automated Economy

Addressing traditional investors, Visser cautioned against relying strictly on historical metrics or assuming a zero-percent allocation to crypto is safe. Pointing to global tokenization initiatives, including South Korea's plan to fully tokenize by 2027, he noted that digital assets are uniquely positioned to capture growth as AI creates deflationary pressures across traditional physical assets while government debt and money printing persist.