Veteran Investor Backs Ethereum as AI Agents Drive Tokenization Demand

Ethereum is a leading blockchain for smart contracts and asset tokenization. Macro investor Jordi Visser believes AI agents will struggle to interact directly with the traditional banking system and will instead use digital wallets and tokens to make payments and conduct transactions autonomously. That shift could increase demand for Ether and other on-chain assets.

Visser recently disclosed that he had bought Ether but did not reveal the transaction date, quantity or value. He predicts that 2026 will usher in a “tokenization reality,” with AI and tokenization technology becoming more deeply intertwined. The forecast remains his personal investment view, and actual demand will depend on technology adoption and regulatory progress.