More bullish predictions have dropped — but why? | Source: CCN
Share
Key Takeaways
Adam Livingston predicts Bitcoin could eventually reach $10 million.
Jordi Visser says AI and tokenization could create structural demand for crypto.
Visser believes inflation and compute shortages tied to AI infrastructure favor Bitcoin.
Bitcoin could eventually climb to $10 million as it absorbs monetary premium from traditional assets, according to crypto author Adam Livingston.
The comments come as market strategist Jordi Visser argued that artificial intelligence and inflationary pressures may be creating a powerful backdrop for Bitcoin and Ethereum to surge higher.
Try Our Recommended Crypto Exchanges
Sponsored
Disclosure
We sometimes use affiliate links in our content, when clicking on those we might receive a commission at no extra cost to you. By using this website you agree to our terms and conditions and privacy policy.
On Sunday, Livingston wrote on X that he couldn’t sleep because he was “thinking about how Bitcoin is going to absorb all monetary premium from the world’s archaic assets and go to $10,000,000.”
Livingston’s comment prompted a discussion about which assets could retain value relative to BTC over the long term.
I can't sleep because I'm up thinking about how Bitcoin is going to absorb all monetary premium from the world's archaic assets and go to $10,000,000
Asked whether public equities would hold onto their “monetary premium” the longest, Livingston agreed, but argued markets are already shifting toward scarce assets.
“I absolutely agree with this. Equities will exist as long as private ownership is recognized and as long as humans need goods and services,” Livingston wrote.
“We will see the trend of valuation go toward scarce assets / capital rather than projections of future cash flows, but equities will evolve to this new standard and valuation paradigms will shift inevitably.”
AI Agents Could Drive Structural Demand For Crypto
Visser, speaking on Anthony Pompliano’s podcast, tied that thesis directly to the rapid expansion of AI infrastructure and what he described as an incoming tokenization wave that could benefit Bitcoin and Ethereum.
Visser argued that AI systems themselves may create long-term demand for blockchain-based assets because autonomous agents will require tokens to transact and operate digitally.
“AI agents are with us. They need food, and that food is not physical food, it is tokens,” Visser said.
“There’s been a shortage. That’s what’s worked. I think now we’re going to run into supply demand issue, and that’s going to be about more inflation than what people expected.”
“If I’m right about that, I want to be in gold. I want to be in silver. I want to be in Bitcoin. I bought some Bitcoin. I bought Ethereum,” he said.
He added that he believed tokenization was really going to get going in the Summer.
“I don’t think enough people are talking about tokenization and what’s happening and what they’ve basically announced to start in July,” Visser said.
Rotation Out Of AI Semiconductors And Into Bitcoin
Visser said his Bitcoin and Ethereum purchases were not driven by a generic bullish crypto view, but by concerns that parts of the AI trade — particularly memory-chip and semiconductor stocks — have become overcrowded.
“So when people sit there and say this stuff is going to fall, just ask them one question, what is your view on AI over the next five years?” Visser said.
Adding: “Because at least when I have this conversation, I’m selling DRAM, not because I have any negative thoughts about where AI is, but because the DRAM thing bothers me in terms of how much money has moved into it.”
Visser said he instead rotated capital into silver, Bitcoin and Ethereum because he believes AI is entering a new phase.
“I think we’re entering a new regime within AI,” he said.
AI Buildout Could Fuel Inflation, Supporting BTC
A central part of Visser’s thesis is that the massive infrastructure required for AI could create sustained inflationary pressure across the global economy.
“We have a problem with inventories in oil, if people haven’t noticed,” Visser said.
Adding: “We do have lower inventories, which means we’re probably going to have higher prices for longer than what was expected.”
Visser argued that investors expecting inflation to fade are underestimating how long supply shortages and hoarding behavior may persist.
“For the people who don’t think inflation is going to be here for the rest of the year, I think you’re making a really, really big mistake,” he said.
That environment, he argued, favors scarce assets such as gold, silver and Bitcoin over traditional long-duration investments.
AI, Compute And Bitcoin Are Becoming Increasingly Linked
Visser also described a growing structural overlap between AI infrastructure and crypto networks, particularly around compute power and energy demand.
“Compute is a commodity,” Visser said.
“And it’s a commodity because it’s the packaging of two pieces of hardware that, again, you’re dealing with electrons to try and get bits out, intelligence out, tokens out.”
He argued that BTC miners are uniquely positioned because they already operate large-scale compute infrastructure.
“If you’re a Bitcoin miner and you have compute because you built something related to crypto, you always have to remember the linkage between AI and crypto, the linkage between crypto and code,” Visser said.
According to Visser, the rise of AI effectively strengthens the long-term strategic importance of Bitcoin infrastructure, as they rely on the same resources.
“All of these go together,” he said.
ETFs And Institutional Demand
Visser also pointed to continued inflows into spot Bitcoin exchange-traded funds as evidence that institutional demand remains strong despite volatility.
“The Blackrock ETF shares outstanding all time highs, all time highs,” he said.
“That means that in what is considered a bear market to most people … the boomers are buying it, they’re adding it to asset allocation.”
He contrasted Bitcoin’s momentum with what he described as weakening confidence in long-duration growth assets.
“The growth asset bucket has died,” Visser said. “Private credit not coming back, private equity not coming back. VC, not coming back.”
“These things are not investable in a world where speed is the game.”
Kurt Robson is a London-based reporter at CCN, specialising in the fast-moving worlds of crypto and emerging technology. He began his career covering local news in Cornwall after graduating from Falmouth University with First Class Honours in Journalism. There, he cut his teeth on everything from council meetings to missing swans.
He quickly rose through the ranks to become a frontline journalist at several of the UK’s leading national newspapers. Over the years, he has interviewed musicians and celebrities, reported from courtrooms and crime scenes, and secured multiple front-page exclusives.
Following the upheaval of the COVID-19 pandemic, Kurt shifted his focus to technology journalism—just ahead of the AI boom. With a natural curiosity and a trained eye for emerging trends, he has found a new rhythm in reporting on innovation.
At CCN, Kurt's work focuses on the cutting edge of crypto, blockchain, AI, and the evolving digital world. Drawing on his background in people-first reporting and his deep interest in disruptive tech, Kurt delivers stories that are insightful, entertaining, and human-centric.
