A former Morgan Stanley executive believes that AI agents could send Bitcoin (BTC) rallying hard this year.
In a new interview with Anthony Pompliano, Jordi Visser says rising global manufacturing activity and accelerating money velocity could set up a powerful environment for Bitcoin and higher-beta altcoins.
Visser first takes note of the historical relationships between the Purchasing Managers’ Index (PMI), an economic indicator, and crypto performance. Visser believes the PMI will climb this year as AI agents drive productivity gains in Corporate America.
“So for me, when the PMIs are going higher, historically, all coins have outperformed. The ecosystem of crypto has done better. So I expect this year to be a typical year based on the history of crypto, which is Bitcoin will do exceptionally well. The beta names will do better this year.”
He explains that the macro backdrop supporting his view is still unfolding, particularly around liquidity conditions.
“And the reason is because the PMIs will go higher, and money supply and all the things that people have kind of thought about will continue to go.”
Visser then shifts the focus from raw money supply to how quickly capital moves through the system, noting that velocity is being underestimated. He says the emergence of AI agents could materially change how fast financial decisions are made, accelerating money velocity, which he thinks is a major catalyst for Bitcoin and crypto.
“But I do want to make one point on the money supply because I hear this a lot. Think about the velocity again. I really do believe that people are underestimating this Caitlin Long theme of once we start getting agents making decisions and money flowing at a more in a faster pace, the investors of the world are going to start focusing more on the crypto side.”
According to Visser, that shift could revive crypto’s appeal as a high-return opportunity for new participants.
“And I just believe you’re going to have a lot of new investors focus on the space as a 10-bagger space again. And that doesn’t exist right now. And I think once you get people in that, which maybe takes another six months, I think that’ll be a theme for next year as well.”
In a separate Substack post, Visser points to the same structural issue raised by Caitlin Long, who emphasized the role of payment speed in unlocking velocity.
“We needed to somehow create velocity in our payment systems because payments simply took too long to settle.”
Visser’s thesis suggests that AI-driven decision-making, faster settlement, and rising macro activity could converge, redirecting investor attention back toward Bitcoin and the broader crypto ecosystem.
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