Investor Jordi Visser buys Ether, predicts AI-driven tokenization

Jordi Visser, head of AI macro at 22V Research and a former hedge fund manager, told Anthony Pompliano on a podcast on Saturday that he recently bought Ether and expects autonomous AI agents to raise demand for tokenized assets and payments.

He argued AI agents cannot access traditional banking services or credit lines, so their primary way to transact without human approval will be digital assets such as Ether and stablecoins. “AI agents are with us,” he stated. “They need food, and that food is not physical food. It is tokens.”

Visser warned that token supply has been limited to date and that a shortage could create a supply-and-demand imbalance as agents begin spending.

Transaction records point to early activity in autonomous payments. More than $24 million in transaction volume was recorded on the Coinbase x402 standard over the past month, according to x402.org. Several projects are integrating agentic payment protocols; the Algorand Foundation recently announced support for agentic commerce through a partnership with Google on the AP2 Agentic Payments Protocol.

He linked tokenization to price discovery for illiquid assets, saying tokenized markets can free capital trapped in private credit, private equity and venture capital. “So tokenization is actually needed for no other reason than price discovery for a lot of these things that they’re trapped in,” he noted.

Industry trackers show Ethereum and its layer-2 networks hold more than 60% market share of tokenized real-world assets. Visser cited that market position when explaining why he added Ether to his holdings.

Visser also flagged macroeconomic risks, saying he is watching inflation, prefers exposure to gold and silver, and has bought Bitcoin as a hedge.

Market participants and developers are building infrastructure for agentic payments, transfers, custody and pricing to support automated online transactions by AI agents and growing tokenized asset markets.