Seasoned Macro Investor Takes Position in Ethereum Amid Rising AI Agent and Tokenization Trends
Investment veteran Jordi Visser revealed his recent Ethereum purchase, positioning himself ahead of anticipated AI agent payment infrastructure growth and the tokenization wave of real-world assets.
Investment veteran and ex-hedge fund manager Jordi Visser revealed that he has recently acquired Ether, anticipating that the "tokenization reality" will begin materializing this year, with tokenized assets serving as the foundation for agentic AI payment systems.
"I don't think enough people are talking about tokenization and what's happening," Visser stated during his conversation with Anthony Pompliano in a podcast interview on Saturday, forecasting that the tokenization movement and artificial intelligence will become deeply interconnected.
Because AI agents lack the ability to access traditional banking services or obtain credit lines, their principal means of conducting transactions online independently will involve digital assets like Ether or stablecoins, which operate without requiring bank accounts, login credentials or human authorization.
"AI agents are with us," he said. "They need food, and that food is not physical food. It is tokens," he added. "There's been a shortage," which could lead to a supply and demand issue, he continued.
Independent online payment activity has experienced a dramatic increase this year, with transaction volumes exceeding $24 million throughout the past month on the Coinbase x402 standard, based on data from x402.org.
At the same time, cryptocurrency protocols are competing to integrate agentic AI payment protocols into their blockchain infrastructures. The Algorand Foundation represents one of the latest entrants, revealing on Saturday its support for agentic commerce through a collaborative partnership with Google focused on the AP2 Agentic Payments Protocol.
Tokenization is needed for price discovery
Ethereum stands as a leading blockchain platform for the tokenization of real-world assets, controlling over 60% market share of tokenized assets, including its layer-2 networks, based on data from RWA.xyz.
He further linked tokenization to a wider requirement for price discovery within illiquid asset classes, maintaining that tokenization represents more than merely a crypto narrative but rather a structural imperative for releasing capital currently locked within dormant assets such as private credit, private equity and venture capital.
He contended that financial markets are transitioning into an era where transparency and liquidity are "becoming critical" because substantial amounts of capital remain stuck in these dormant assets.
"So tokenization is actually needed for no other reason than price discovery for a lot of these things that they're trapped in."
The head AI macro analyst at 22V Research and a former hedge fund manager, nevertheless, issued warnings about increasing inflation, mentioning that he preferred positioning himself in gold and silver and has additionally purchased Bitcoin (BTC) as a protective hedge.