Veteran investor bets on Ethereum as AI agents drive demand

Macro investor Jordi Visser has taken a long position in Ethereum, betting that the rise of artificial intelligence agents will create significant demand for tokenized real-world assets and payments. Visser, a veteran of the macro investing world, said he bought Ethereum to front-run what he sees as a coming wave of AI-driven tokenization.

According to Visser, AI agents need "food," and that food is tokens. As AI agents increasingly interact with blockchain networks for payments, data verification, and asset management, the demand for tokens like Ethereum's ether could surge. The tokenization of real-world assets—such as real estate, commodities, and securities—is also expected to accelerate, further boosting Ethereum's utility. For crypto traders, this thesis aligns with the growing narrative that Ethereum's ecosystem is poised to benefit from the convergence of AI and blockchain technology. Live crypto prices and charts on NowPrice show how the market is reacting to such long-term bets.

Investors should watch for developments in AI-agent frameworks and tokenization protocols on Ethereum, as well as regulatory clarity around digital assets. Key metrics include Ethereum's active addresses, transaction volumes, and the total value locked in DeFi protocols, which could signal whether institutional adoption is gaining traction.