Financial analyst Jordi Visser has issued a bold prediction: artificial intelligence will become a key catalyst to help Bitcoin reach its true potential. As Head of AI Macro Nexus Research at 22v and a former managing director at Morgan Stanley, Visser argues that as agentic AI becomes pervasive in money networks, Bitcoin can emerge as a neutral platform for financial transactions. In contrast, fiat platforms are becoming inherently insecure due to AI's relentless snooping and vulnerability detection.
The Rise of AI Agents: A Natural Opportunity for Bitcoin
Visser believes that as AI agents intermediate transactions and payments alongside humans, Bitcoin's network will demonstrate unique advantages. 'In a world where agents are participating in economic activity alongside humans, Bitcoin's network could become even more powerful because it offers a neutral, global, liquid rail that both people and machines can recognize,' he stressed. This neutrality stems from Bitcoin's permissionless and decentralized nature, allowing any AI agent to freely access the network without central authority intervention, thereby avoiding biases and censorship that may exist in fiat systems. Visser sees this as a crucial step for Bitcoin's evolution from digital gold into a global settlement layer.
Fiat Vulnerabilities: Bitcoin's Unconfiscatable Advantage
Visser's view is not unfounded. He cites recent research showing that next-generation AI agents—such as Anthropic's latest Claude model codenamed 'Mythos'—have demonstrated the ability to actively detect and exploit security holes in legacy banking systems and fiat networks, exposing the fragility of these infrastructures. In contrast, Bitcoin's decentralized architecture and immutability make it impossible for agents to freeze or seize assets by attacking a single node. 'Bitcoin doesn't need a new story. It needs the world to enter the conditions it was built for,' Visser emphasized. As agents gain the ability to autonomously choose the most secure payment rails, Bitcoin will naturally become their first choice.
2026 Outlook: Bitcoin as the Best-Performing Asset
Visser further predicts that Bitcoin will be the best-performing asset class in 2026, driven by AI, geopolitical uncertainty, and global decentralization trends. He argues that Bitcoin's relative safety proposition—its inability to be instantly confiscated by governments or malicious AI—will position it at the center of the machine economy. As more AI agents launch and participate in value transfers, Bitcoin's liquidity will strengthen further, creating a positive feedback loop. 'Bitcoin's rise is not about a new narrative but about the world returning to the conditions it was designed to solve—and AI is making those conditions immediate,' he concluded.