Jordi Visser buys Ethereum to bet on AI agent fees
Macro-investor and former hedge fund manager Jordi Visser, who recently bought Ether, sees a “corrective reality” starting this year when tokenized assets agent AI powers payments.
“I don't think enough people are talking about tokenization and what's happening,” Visser told Anthony Pompliano on a podcast on Saturday, predicting that tokenization and AI will go hand in hand.
AI agents can't access banking services or credit, so their online autonomous trading strategy will be bank accounts, logins, or digital assets like Ether or stablecoins that don't require human consent.
“AI agents are with us,” he said he said.. “They need food, and that food is not physical food, it is a symbol,” he said. “There was a shortage,” he continued, which could cause a supply-and-demand problem.
Autonomous online payments have increased this year, recording over $24 million in transaction volume last month on the Coinbase x402 standard. basis to x402.org.
Meanwhile, they are crypto protocols Racing To implement Agent AI payment protocols to their blockchains. Algorand Foundation is one of the latest. Announcement Saturday's support for agent business in collaboration with Google on the AP2 agent payments protocol.
A token is required for price discovery
Ethereum is the leading blockchain for real-world asset tokenization, commanding over 60% market share of tokenized assets including Layer-2 networks. basis to RWA.xyz
He also linked tokenization to the broader need for value discovery in illiquid assets, arguing that tokenization is not just a clip story, but a structural necessity for unlocking dormant capital such as private debt, private equity, and venture capital.
Related: Agentic AI trading could spell the end of internet advertising: a16z Crypto
He argued that markets are entering a period where transparency and liquidity are “becoming critical” as more money is tied up in these dormant assets.
“So tokenization really isn't needed unless it's value discovery for a lot of things that are held.”
Source: YouTube
The head of AI macro at 22V Research and a former hedge fund manager, however, cautioned against inflation, saying he wants to be in gold and silver and has bought bitcoin (BTC) as a hedge.
Magazine: Strategy Reveals Why You Should Sell BTC, Trump Media post bankruptcy: Hodler's Digest
