Crypto spent 15 years constructing rails — lending, tokenization, stablecoins — and Jordi Visser argues the customers it was constructed for had been by no means meant to be human. On this dialog with Grace Remington and Sean Hagan, Visser lays out his Ghost Rails thesis, evaluating at the moment’s second to the 14-year hole between Netscape going public and the App Retailer lastly placing the web in everybody’s palms. He explains why AI brokers, not retail wallets, are the inflection level for the agentic economic system, and why that’s “extraordinarily constructive” for Bitcoin particularly. For those who’ve questioned what really breaks the liquidity-driven narrative round this asset class, begin right here.
Chapters:00:00 — Betting on nominal progress: can AI outrun the U.S. debt load?02:06 — Why Bitcoin is the one asset surviving 20 years04:01 — Crypto constructed the plumbing, AI brokers turned the users07:33 — Tokenization turns $900 trillion of illiquid property into money09:50 — What has to interrupt earlier than the highest 10% lastly purchase Bitcoin12:18 — The Santa Claus impact and why perception beats innovation14:23 — Swarms working 24/7 and the exponential traders ignore16:47 — Debt-financed knowledge facilities, most cancers breakthroughs, and the bond market scare19:19 — The AI doomsday cleaning soap opera23:09 — Bitcoin demand for 30 years and the case for good deflation
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