Crypto could outperform AI stocks: Wall Street veteran Jordi Visser
· institutional · Sentiment: neutral
Crypto is poised to outperform AI stocks in the near term, according to Wall Street veteran and 3iQ chief investment officer Jordi Visser. Visser argues that the combination of Bitcoin’s halving-driven supply shock, accelerating institutional adoption, and favorable regulatory tailwinds positions crypto for stronger relative gains than the already richly valued AI sector. The key implication is that Bitcoin remains the highest-conviction macro trade for 2024-2025 as capital rotates from crowded AI equities into scarce digital assets.