Former Morgan Stanley and Weiss executive Jordi Visser says crypto could deliver a better payoff from the AI boom than AI stocks, as AI agents drive demand for crypto payments and tokenized assets. He says AI stock gains are harder to repeat, and he has reduced his Micron exposure since mid-May and widened his crypto holdings beyond Bitcoin, Ether and Solana. His 100-stock AI portfolio is up about 40% this year but has grown more volatile than Bitcoin on a rolling 126-day measure, and Oracle's $55.7 billion in fiscal 2026 capital spending against $32 billion in operating cash flow illustrates financing concerns. Visser's equally weighted index of 42 tokens and four public stocks has outperformed Bitcoin since June, and he sees privacy, with projects such as Zcash and Monero, as a theme he has already invested in.
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Related tickers and likely impact
BTC/USDT
▲ Likely positiveBitcoin
Relevance: low
| Market | Crypto |
|---|---|
| Exchange | Binance |
| Sector | Layer 1 |
| Market cap | $1.6T |
| Close on 10/26/2026 | 80,150.56 |
| Change that session | 0.00% |
ETH/USDT
▲ Likely positiveEthereum
Relevance: low
| Market | Crypto |
|---|---|
| Exchange | Binance |
| Sector | Layer 1 |
| Market cap | $285.6B |
| Close on 10/26/2026 | 2,324.55 |
| Change that session | -0.23% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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