John Gillen speaks with Jordi Visser about why the convergence of AI agents and crypto could drive a major expansion in digital assets. Visser argues that autonomous agents need blockchain-based financial rails, while Bitcoin’s improving technical trend signals that the market may be recognizing that connection.
They examine tokenization as a bridge between traditional finance and a faster, always-on system with instant settlement, movable collateral, and liquidity for historically illiquid assets. Visser explains why Robinhood may sit at the center of the TradFi-crypto merge and why early meme coin activity can precede broader adoption rather than define the market’s limits.
Visser also outlines his preference for Bitcoin, Ethereum, and Solana, with Bitcoin as his largest allocation, Ethereum valued for trust, and Solana for speed. Using lessons from horse-race betting, he frames investing as a search for mispriced odds and argues that traditional finance’s vast capital pool still underestimates crypto’s potential.
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