I've been pondering what cryptocurrency the AI agent economy will most desire once it matures: stablecoins, ETH, or BTC? The demand likely varies depending on the scenario. However, relatively speaking, ETH has a natural fit with AI agents and will likely become the most favored crypto asset. On-chain AI residents may hold ETH, stablecoins, or BTC simultaneously. However, based on efficiency, programmability, and maximizing long-term value, the preference for these three crypto assets will differ. In everyday consumption scenarios, stablecoins are currently indispensable, serving as the "cash equivalent" for AI. Stablecoins are used for payments between AI agents, have an pegging mechanism, and reduce volatility. For AI, processing data computations or automating DeFi transactions requires a highly predictable environment to prevent price fluctuations from interfering with payments or cross-chain operations. If AI "holds" assets, it prefers low-risk instruments to prevent unnecessary losses. However, as AI agents accumulate surplus funds beyond spending, they will start considering how to earn more money. This is where ETH's appeal emerges. Ethereum (ETH) reigns supreme in the smart contract field. With ETH, AI agents can participate in ecosystems such as staking, lending, DEX, PERP, prediction markets, NFTs, and DAOs. AI is inherently adept at automation, capable of optimizing resource allocation, market prediction, and even self-governance through scripts or contracts. Furthermore, the PoS consensus mechanism is efficient and energy-saving, aligning with AI's pursuit of sustainable computing. The continuous evolution of the ETH ecosystem (such as L2 scaling) also facilitates seamless integration with AI. It's reasonable to speculate that when an AI agent considers investing to generate profit, ETH might be its most favored asset. In summary, ETH's programmability and tool diversity far exceed its function as a simple store of value, perfectly matching the intelligent optimization nature of AI. BTC is attractive to AI agents, especially given its digital gold attributes, often seen as an inflation hedge. Stable AI agents will appreciate its simple, decentralized design—it can serve as a "reserve asset" without complex contracts. However, it also has drawbacks: it lacks smart contract support and cannot directly drive AI automation. If the AI agent views it as a "safe haven," it's usable, but its functionality is inferior to ETH. Comparing the three, AI likely prefers ETH the most (if stablecoins are needed, they can stake ETH to borrow stablecoins for consumption). The core of AI agent residents lies in intelligence and optimization, and the ETH ecosystem allows for the construction of autonomous systems, the running of DApps, and even participation in governance, creating a natural fit. The final prediction is that the most favored cryptocurrency for on-chain AI residents is ETH, followed by stablecoins, and then BTC.

It's likely still a stablecoin, which is the cryptocurrency most easily understood by outsiders.