Jordi Visser: AI Agents Are the Core Driver of the Bitcoin Bull Market

In an interview with Bitcoin Magazine, Jordi Visser introduced the "Ghost Rails" thesis, arguing that the crypto infrastructure built over the past 15 years, such as lending, tokenization, and stablecoins, was designed for AI agents rather than human users. Visser believes AI agents represent a turning point for the agent economy, which he views as extremely positive for Bitcoin. He predicts that tokenization will convert $900 trillion in illiquid assets into currency, with Bitcoin being the only asset capable of surviving for 20 years. He also discussed topics including nominal growth bets, the ability of AI to outperform US debt, and the long-term demand for Bitcoin over the next 30 years.