Jordi Visser, founder of 22V Research, has increased his position in Ethereum. He believes that this year will see the onset of mass tokenization of assets, which will form the basis for payments by AI agents.
Visser argues that the market underestimates the close connection 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 require 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 volume of transactions through autonomous payment systems based on Coinbase exceeded $24 million last month.
Visser noted that Ethereum remains the leading platform for the tokenization of real assets, with a market share of over 60%. He stated that the technology is essential for unlocking capital in illiquid instruments: private lending and venture investments.
Despite his optimism about the technologies, Visser warned of inflation risks. To protect capital, he also holds positions in Bitcoin, gold, and silver.
According to Arkham, the Ethereum Foundation has withdrawn Ethereum worth $49.6 million from staking.
The Ethereum Foundation just unstaked $49.6M of ETH. pic.twitter.com/8GqM1RW8SW
— Arkham (@arkham) May 11, 2026
Back in April, Visser stated that the first and second largest cryptocurrencies by market capitalization were near levels indicating a trend reversal, despite growing investor concerns about a bear market.