Jordi Visser, a macro investor with over 30 years on Wall Street, has bought Ether. His reasoning: artificial intelligence is about to supercharge demand for tokenized assets, and Ethereum sits at the center of that shift.
Visser laid out the case on Anthony Pompliano's podcast, framing digital tokens as the essential resource AI agents will consume at scale. Not electricity, not data-tokens.
Visser argues that if AI agents are going to buy, sell, and settle transactions without human intervention, they need a programmable medium of exchange operating 24/7. Tokenized assets on a blockchain provide that infrastructure.
Institutional momentum is building. RedStone recently launched a settlement layer to unlock $30 billion in tokenized assets for DeFi collateral. BlackRock also pushed forward with its tokenization strategy in early May, unveiling new on-chain fund offerings.
Estimates suggest AI could drive $10 billion in on-chain transactions by the end of 2026. That figure represents meaningful jump in blockchain-native economic activity driven by utility demand rather than speculation.
Visser's purchase reframes Ethereum's value proposition-not as a speculative asset but as infrastructure for autonomous agents. Some analysts draw parallels to Bitcoin's gradual institutional adoption, suggesting Ether could follow a similar trajectory as tokenization gains mainstream traction.