To understand the concept, Visser offers the following thought experiment:
“Imagine a factory that operates around the clock, making thousands of decisions per hour, optimizing every input and output in real time. Now imagine that factory can only receive raw materials between nine AM and five PM on weekdays, with deliveries taking two to three days to confirm. The mismatch would be absurd. Yet this is precisely the situation emerging as autonomous AI agents encounter our legacy banking infrastructure.”
The analyst says:
Why does Jordi Visser think bitcoin will be the best-performing asset in 2026? Visser says bitcoin will benefit structurally from the growth of stablecoins and AI, not speculation. How do stablecoins support bitcoin’s long-term outlook?Stablecoins act as the on-ramp to the digital economy, expanding access to the broader crypto ecosystem where bitcoin sits at the center. What is the “machine economy” described by Visser? It’s a new AI-driven economy where autonomous agents require instant, always-on digital payments that legacy banking can’t support. Why does bitcoin sit at the center of the digital economy?Bitcoin serves as the primary store of value with the deepest liquidity, longest track record, and growing institutional access via ETFs.
