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Former Morgan Stanley executive Jordi Visser projects a stronger rally in Bitcoin (BTC) and other digital assets than in artificial intelligence stocks. Traditional investors are circling back to crypto after months of whale and retail liquidations.
Can Crypto Outperform Top Stocks?
Tech and AI stocks soared above digital assets as investors sharply shifted focus amid the AI boom. While these stocks are attracting inflows ahead of crypto products, some analysts back a near-term bull run for digital assets.
According to Visser, AI agents will drive demand for tokens over stocks through virtual payments and transactions. Users will instruct their agents to execute trades, driving more activity across other areas.
Tokenized assets are also key to the resurgence because AI agents will eventually handle trading. These assets have already attracted centralized financial institutions, tapping their digital counterparts to introduce more products.
He added that without AI, crypto wouldn’t have recovered in the last few months, crediting it to a surge in activity. Visser compared AI agents to the App Store as the bridge in the setup.
 
“AI agents are effectively the same as the App Store or the smartphone for crypto… One of the reasons that Bitcoin and Ethereum were having such a hard time is because the focus was completely on AI. I didn’t say AI was over. AI fireworks show is over.”
He reduced his exposure to chipmaker Micron after hedge funds crowded AI trades, citing other examples. Several analysts have also pointed to the slow phase of AI stocks as a sign that funds are rotating into crypto assets.
A major catalyst for inflows is linked to positive regulations in the United States, giving investors confidence to back the market. Previously, Visser held only Bitcoin, Ether, and Solana, but has since added a range of assets, including Dogecoin.
Memecoins are expected to grow with bull markets because of the frenzy tied to inflows. However, a sudden drop in activity can wipe billions off the market, as seen in January.
Last week, BlackRock stated that AI agents could drive stablecoins and digital payment systems, creating new channels for crypto adoption. “Together, these developments position AI as a structural catalyst for digital asset adoption and digital assets as a potential facilitator of the AI economy.”