AI growth could boost Bitcoin and Ethereum demand, says veteran investor Jordy Visser.

Veteran macro investor Jordy Visser argues that the rapid expansion of AI infrastructure will drive long-term demand for cryptocurrencies like Bitcoin and Ethereum. He explains that advanced AI systems, or AI agents, will require tokenized digital infrastructure to operate efficiently, creating a new use case for crypto tokens. Additionally, rising energy needs and institutional interest, such as BlackRock's Bitcoin ETF growth, may further support Bitcoin's value. Visser highlights that AI and crypto are increasingly interconnected due to their shared reliance on compute power, energy, and tokenized systems, potentially reinforcing Bitcoin's macro narrative in the future.