The bond market is not crashing. The AI trade is not over. And cryptocurrency is not waiting for retail investors to come back. Those are the three assertions at the center of investor Jordi Visser’s argument, made in a wide-ranging podcast episode where he dismantles what he calls the “narrative trap” dominating financial X and lays out a thesis that connects AI agents directly to crypto’s next adoption cycle.

Visser manages his own thematic portfolio and research operation, and he actively deploys AI agents in his own workflow. That dual perspective — institutional macro investor and hands-on AI user — shapes his conviction that most professional investors are missing a structural shift happening in plain sight.

The most crowded…