AI + Crypto = Machine Economy!
I've been emphasizing a key point, and I firmly believe that the current bull market began with the natural combination of AI agents and cryptocurrencies:
As Coinbase CEO @Brian_Armstrong stated, the era of the Machine Economy may have already begun.
Human payments are consumption-oriented, corporate payments are trade-oriented, and future AI payments will be characterized by automated system collaboration. Machines can earn money, spend money, and hire other machines—this is what's known as Agentic Commerce.
The future won't be about stablecoins being used between people, but rather between AIs.
I have several points that may influence market trends and industries in the future:
1️⃣ Stablecoins may not be designed for humans, but for machines. Several examples exist that are almost nonexistent now but are likely to emerge in the future:
Stablecoins = Currency in the machine world;
ETH/SOL = Clearing layer in the machine world;
GAS = "Electricity bill" in the machine world;
Wallets = AI's bank accounts;
Private keys = AI's property rights.
2️⃣DeFi is not financial innovation, but rather the prototype of machine finance;
3️⃣What will truly push stablecoin trading volume 100-fold is not retail investors, nor institutions, but the sheer volume of AI usage.
Let's do the math: assuming a future population of 5 billion, each with 10 AI agents, that's 50 billion AI agents. If each AI generates 20 payment transactions per day, then 50 billion × 20 = 1 trillion transactions per day.
For comparison, Visa currently processes approximately 700 million transactions per day.
4️⃣If this trend holds true, the biggest sector in crypto in the future may not be exchanges, public chains, or DeFi,
but rather scenarios like these:
AI Agent wallets, AI payment protocols, AI → API → automated settlement systems, stablecoin clearing networks, machine identity systems (AI identity), automated market makers/automated trading/automated settlement agents.
This is a whole new economic system, and this is the real big narrative for crypto going forward: AI + Crypto = Machine Economy!
