Veteran investor bets on Ethereum as he sees AI agents driving tokenization demand
Macro investor and former hedge fund manager Jordi Visser said he recently bought Ether as he sees the “tokenization reality” starting this year, with tokenized assets powering agentic AI payments. “I dont think enough people are talking about tokenization and whats happening,” Visser told Anthony Pompliano on a podcast on Saturday, predicting that tokenization and AI will be intertwined. AI agents cannot access banking services or credit, so their primary method of transacting online autonomously will be digital assets such as Ether or stablecoins, which do not require bank accounts, logins or human approval. “AI agents are with us,” he said. “They need food, and that food is not physical food. It is tokens,” he added. “Theres been a shortage,” which could lead to a supply and demand issue, he continued. Autonomous online payments have surged this year, recording more than $24 million in transaction volume over the past month on the Coinbase x402 standard, according to x402.org. Meanwhile, crypto protocols are racing to implement agentic AI payment protocols into their blockchains. The Algorand Foundation is one of the more recent, announcing on Saturday support for agentic commerce via a partnership with Google on the AP2 Agentic Payments Protocol. Tokenization is needed for price discovery Ethereum is