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Macro Analyst Calls Ethereum the 'Fuel' for AI Agents

Jordi Visser of 22V Research highlights Ethereum's role in AI transactions and tokenization, while also addressing inflation risks.

Aisha Patel
May 11, 2026 1 min read
Macro Analyst Calls Ethereum the 'Fuel' for AI Agents

Jordi Visser, the founder of 22V Research, has recently expanded his investment in Ethereum, predicting a significant shift towards the tokenization of assets this year. He believes this trend will establish a crucial framework for payments executed by artificial intelligence (AI) agents.

Visser contends that the intertwining of AI and blockchain technology is often underestimated. He points out that AI agents, which cannot access conventional banking or credit systems, rely on digital assets like Ethereum and stablecoins for autonomous transactions. These types of payments eliminate the need for bank accounts or human intervention.

“AI agents are already among us. They need food. And that food is tokens,” Visser stated.

Recent data from x402.org indicates that autonomous payment systems linked to Coinbase processed over $24 million in transactions in the past month. Visser highlighted Ethereum's dominance in the tokenization sector, claiming it holds more than 60% of the market share, which he views as vital for unlocking capital in less liquid assets like private loans and venture capital.

While optimistic about the potential of these technologies, Visser expressed caution regarding inflation risks. To mitigate these risks, he also invests in Bitcoin, gold, and silver.

Additionally, reports from Arkham reveal that the Ethereum Foundation has recently unstaked Ethereum valued at $49.6 million.

The Ethereum Foundation just unstaked $49.6M of ETH. pic.twitter.com/8GqM1RW8SW

— Arkham (@arkham) May 11, 2026

In a previous statement from April, Visser noted that the two largest cryptocurrencies by market capitalization were approaching levels that could indicate a trend reversal, despite growing concerns about a potential bear market.

Ethereum as 'Fuel' for AI Agents: Insights from Jordi Visser — Mercation