Visser: Ethereum Poised to Capture AI-Driven Transaction Flow

Macro investor Jordi Visser is betting big on Ethereum (ETH) as he believes AI agents will drive demand for tokens and on-chain payments. According to Visser, AI systems need digital assets like ETH and stablecoins to transact online due to their inability to open bank accounts or obtain credit.

'AI agents are with us,' Visser said. 'They need food, and that food is not physical food. It is tokens.' He added that there's been a shortage of on-chain supply to meet AI-driven demand, which he calls the tokenization reality.

Data from x402(dot)org shows autonomous online payments recorded more than $24 million in transaction volume over the past month on the Coinbase x402 standard. Ethereum currently commands more than 60% market share in real-world asset tokenization, including layer-2 networks, according to RWA(dot)xyz.