Bitcoin Will Survive AI, Crypto Analyst Points To Wall Street Veteran's Prophecy: 'Belief Is Harder Than Fundamentals'

Crypto analyst Michaël van de Poppe highlighted veteran macro strategist Jordi Visser’s view that AI won’t “destroy” Bitcoin and that belief in BTC’s narrative will sustain it — Visser even predicted Bitcoin would break above its all-time high before year-end. The piece contrasts that bullish take with Wedbush’s Dan Ives, who argues capital is rotating into AI stocks (TSM, NVDA, MU, etc.), citing stronger YTD gains for semiconductor/AI names versus Bitcoin. Market data in the article shows BTC trading around $76.7k and down roughly 0.5–0.6% intraday, while Bitcoin’s YTD return sits negative (~‑13.7%) versus sizable gains for major AI-linked stocks. Overall, the story frames a tug-of-war between narrative-driven crypto support and measurable capital rotation into AI equities, implying potential continued volatility for BTC as investors weigh allocations.