Visser stated that macroeconomic conditions could also become more supportive of Bitcoin, noting that interest rates don’t necessarily need to fall sharply. According to the analyst, the key is the end of a period of consistently rising bond yields. Visser suggested that the weaker-than-expected core PCE data and weakening labor and wage data could help offset the upward pressure on interest rates. He believes such an environment could support appetite for risky assets.
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Another point Visser highlighted is the potential rotation of capital from AI investments to cryptocurrencies. Recalling his previous statement that gains from AI stocks could eventually return to Bitcoin, Visser noted that this rotation may have already begun on a small scale. According to the investor, the AI theme will not disappear, but market participants may simultaneously begin to show renewed interest in Bitcoin and cryptocurrencies.
Visser also believes that AI agents could significantly expand the use cases of blockchain technology. Arguing that the current financial infrastructure may be insufficient for AI agents to perform fast and automated transactions, Visser states that blockchain-based payments, stablecoins, and tokenization could play a crucial role in this. According to the analyst, the widespread adoption of AI agents could lead to a significant increase in token transaction volumes.
Describing these developments as the “Micron moment” of the crypto market, Visser believes that investors underestimate how quickly technological change can occur. He states that stablecoin payments, tokenization, and the impact of AI agents could lead to strong growth in token volumes, and that the acceleration of this process by AI agents is one of the main reasons for his optimism towards crypto.
According to Visser’s assessment, the convergence of all these factors makes the last quarter of 2026 a remarkable period for Bitcoin and the broader cryptocurrency market.
*This is not investment advice.
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