[Opinion: AI Agents Are the Core Driving Force Behind the Bitcoin Bull Market] According to a report by Jinse Finance, on September 22, Jordi Visser presented the "Ghost Rails" argument during an interview with *Bitcoin Magazine*. He suggested that the infrastructure built by the crypto industry over the past 15 years—such as lending, tokenization, and stablecoins—has never truly been designed for human users, but rather for AI agents. He compared the current moment to the 14 years between Netscape's IPO and the App Store bringing the internet to the masses, stating that AI agents, rather than retail wallets, represent the tipping point for the agent economy. He believes this is "extremely positive" for Bitcoin. Visser stated that tokenization will transform $900 trillion worth of illiquid assets into currency, and Bitcoin is the only asset capable of surviving for 20 years. In his discussion with Grace Remington and Sean Hagan, he also touched on topics such as nominal growth bets, whether AI can outperform the U.S. debt burden, 24/7 working agent clusters, debt-financed data centers, bond market panic, and the "Santa Claus effect." He emphasized that conviction outweighs innovation and expressed optimism about the demand for Bitcoin over the next 30 years.