Jordi Visser focused on the accelerating convergence of AI agents, crypto and tokenization, arguing that agents will become economic actors requiring compute, wallets, stablecoins and always-on financial rails 34. They said markets are suffering a time mismatch: investors remain focused on rates, bonds, oil and traditional recession signals while AI changes productivity, growth and competition 330. Visser remained bullish on equities, crypto and the AI-led market structure, portraying bond-market fears and breadth concerns as distractions rather than decisive signals 673439.
On the record
last 30 daysNo positions on the record in the last 30 days — retweets, links and asides don't count, only a view of their own.
Their output
39 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Brent Johnson 3 mentions
What they talk about
- AI 22 items
- crypto 21 items
- Bitcoin 8 items
- tokenization 6 items
- oil 4 items
- Federal Reserve System 4 items
- Robinhood Markets, Inc. 4 items
- bull market 3 items
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