Jordi Visser Buys Ethereum to Bet on AI Payments, Tokenization
Veteran macro investor Jordi Visser has revealed a strategic bet on Ethereum (ETH), citing the growing demand for AI-driven agent payments and the expanding tokenization of real-world assets. Speaking on a podcast with Anthony Pompliano, the former hedge fund manager described the intersection of tokenization and AI as a transformative force in finance. Visser argued that autonomous AI agents will increasingly rely on digital assets like Ethereum and stablecoins to operate online, as these do not require traditional banking access. “AI agents need food, and that food is tokens,” he said, emphasizing that the demand for such assets could lead to supply constraints. According to x402.org, autonomous AI transactions have already surpassed $24 million in volume over the past month, signaling early adoption. Ethereum remains the dominant blockchain for tokenized assets, commanding over 60% of the market—including activity on its layer-2 networks—according to RWA.xyz. Visser linked this dominance to Ethereums ability to support price discovery for illiquid assets. He highlighted how tokenization could unlock capital trapped in sectors like private equity, private credit, and venture capital, offering a structural solution to longstanding inefficiencies. “Tokenization is needed for no other reason than price discovery for a lot of these things that are trapped,” Visser







