Jordi Visser, founder of 22V Research, has increased his position in Ethereum. He believes that this year will see the mass tokenization of assets, which will serve as the foundation for payments made by AI agents.
Visser argues that the market underestimates the close relationship between artificial intelligence and blockchain. AI agents lack access to traditional banking services and credit. For autonomous transactions, they require digital assets: Ethereum or stablecoins. Such payments do not necessitate bank accounts, logins, or human approval.
“AI agents are already among us. They need food. And that food is tokens,” the investor emphasized.
According to x402.org, the transaction volume through autonomous payment systems based on Coinbase exceeded $24 million in the past month.
Visser noted that Ethereum remains the leading platform for the tokenization of real assets, holding over 60% market share. He stated that this technology is essential for unlocking capital in illiquid instruments such as private lending and venture investments.
Despite his optimism regarding technology, Visser warned about inflation risks. To protect his capital, he also maintains positions in Bitcoin, gold, and silver.
According to Arkham, the Ethereum Foundation has unstaked Ethereum worth $49.6 million.
The Ethereum Foundation just unstaked $49.6M of ETH. pic.twitter.com/8GqM1RW8SW
— Arkham (@arkham) May 11, 2026
Recall that in April, Visser stated that the first and second largest cryptocurrencies by market capitalization are near levels signaling a trend reversal, despite growing investor concerns about a bear market.