Crypto Now Has More Upside Than the AI Compute Trade, Says Jeff Visser

INSIGHT: Crypto now has more upside than the AI compute trade.
Speaking with Ciaran Lyons (), said he still sees three to five more years in the agentic compute story, but crypto offers higher return potential with only slightly more volatility.
He credited the run in stocks like Micron ($MU) to inference demand exploding from the end of last year, a point he made on .