Veteran Investor Buys Ethereum, Citing Rise of Tokenized Assets in 2026

Jordi Visser, a macro investor and former hedge fund manager, says he has recently bought Ethereum, citing an emerging wave of “tokenization” that could reshape digital payments over the coming year.

Speaking on a podcast with Anthony Pompliano, Visser argued that tokenized assets are increasingly likely to integrate with artificial intelligence systems, particularly as AI agents take on more autonomous roles online.

He noted that today’s AI agents cannot access traditional banking services or credit systems. Therefore, he expects them to rely on digital assets such as Ethereum or stablecoins to execute transactions without needing bank accounts, passwords, or human approval.

Expanding on that view, Visser said AI agents are already operating in various forms and will require a kind of digital “fuel” to function in online environments. He described tokens as that fuel, suggesting that constrained supply dynamics could eventually create tension between growing demand and limited availability.

Source: Anthony Pompliano