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AI agents just made crypto's addressable market infinite. Agents aren't just smarter tools for people to mess around with but economic actors in their own right. They'll hold wallets, spend money, run businesses, transact with other agents, and never once take a break. All of that has to run...

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Raoul Pal

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148,097 görüntüleme • 11 gün önce •via X (Twitter)

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"Agents will become economic actors. They will become first-class members of the financial system." on why AI agents need crypto rails: "There are all sorts of financial behaviors that they'll be able to engage in that they currently cannot, and it's inconceivable to imagine that all of that is gonna happen on ACH and wire transfers and the traditional payments rails that we rely on today." "Crypto, on the other hand, is internet native, it's fully programmable, it's instantly settled, it's global from day one. It is the perfect fit from a technological standpoint for AI agents as a way of bringing agents into the financial world." Unchained Laura Shin
0:48

"Agents will become economic actors. They will become first-class members of the financial system." on why AI agents need crypto rails: "There are all sorts of financial behaviors that they'll be able to engage in that they currently cannot, and it's inconceivable to imagine that all of that is gonna happen on ACH and wire transfers and the traditional payments rails that we rely on today." "Crypto, on the other hand, is internet native, it's fully programmable, it's instantly settled, it's global from day one. It is the perfect fit from a technological standpoint for AI agents as a way of bringing agents into the financial world." Unchained Laura Shin

a16z crypto

46,612 görüntüleme • 3 ay önce

Everything's coming onchain. Stablecoins, RWAs… the whole financial system is rebuilding itself on crypto rails. And the way you own that is stupidly simple. Just buy the L1s it all runs on. This is the universal basic equity layer for all of us. If the biggest parts of the economy get handed to AI and agents, and they transact on crypto rails, then owning the L1s means you own a piece of their success. We never got that with the internet. Retail never got handed a slice of the plumbing. This time it's just sitting there, listed. There's no excuse not to do this.
2:11

Everything's coming onchain. Stablecoins, RWAs… the whole financial system is rebuilding itself on crypto rails. And the way you own that is stupidly simple. Just buy the L1s it all runs on. This is the universal basic equity layer for all of us. If the biggest parts of the economy get handed to AI and agents, and they transact on crypto rails, then owning the L1s means you own a piece of their success. We never got that with the internet. Retail never got handed a slice of the plumbing. This time it's just sitting there, listed. There's no excuse not to do this.

Raoul Pal

315,558 görüntüleme • 1 gün önce

People are so concerned about AI taking their job that they can’t see the massive opportunity right in front of them. The economy that's coming won't run on wages. It'll run on infrastructure. Agents will do the work, generate value, and settle the transactions, and all of that activity will live on top of a small number of layer 1 blockchains. Own that layer, and you own a piece of everything they produce. For the first time in history, anyone with an internet connection can put 10% of their income into the same asset class as a sovereign wealth fund. This is humanity's pension plan in the post-AGI world… a way to participate in the invisible economy that's being built right now. Owning the rails is how you unfuck your future.
1:12

People are so concerned about AI taking their job that they can’t see the massive opportunity right in front of them. The economy that's coming won't run on wages. It'll run on infrastructure. Agents will do the work, generate value, and settle the transactions, and all of that activity will live on top of a small number of layer 1 blockchains. Own that layer, and you own a piece of everything they produce. For the first time in history, anyone with an internet connection can put 10% of their income into the same asset class as a sovereign wealth fund. This is humanity's pension plan in the post-AGI world… a way to participate in the invisible economy that's being built right now. Owning the rails is how you unfuck your future.

Raoul Pal

116,007 görüntüleme • 23 gün önce

Most people still think crypto is about tokens going up and down. It isn't. Or at least, that's the smallest part of what's happening. Money is about to start moving at silicon speed. Billions of agents transacting with each other, negotiating, settling and running full businesses at a velocity no human system can match. Bonkers when you think about it. And politics won’t be able to keep up… regulation is like trying to catch a bullet with a butterfly net. Once the machines have their own rails, money, and economy running in the background, they won’t be waiting for us. We'll be the dumb, slow ones, watching it happen from outside. Onchain rails are the only thing built for that tempo. Which is why owning a piece of it is owning the operating system the next economy runs on.
1:30

Most people still think crypto is about tokens going up and down. It isn't. Or at least, that's the smallest part of what's happening. Money is about to start moving at silicon speed. Billions of agents transacting with each other, negotiating, settling and running full businesses at a velocity no human system can match. Bonkers when you think about it. And politics won’t be able to keep up… regulation is like trying to catch a bullet with a butterfly net. Once the machines have their own rails, money, and economy running in the background, they won’t be waiting for us. We'll be the dumb, slow ones, watching it happen from outside. Onchain rails are the only thing built for that tempo. Which is why owning a piece of it is owning the operating system the next economy runs on.

Raoul Pal

225,348 görüntüleme • 10 gün önce

Billions of new participants are about to flood the economy. And none of them are human. We're building agents for every job you can name. One reads your emails and books your travel, one has a budget and invests in crypto, and one negotiates payments on your behalf. Coinbase, Sui, Google, Anthropic... everyone is racing to build them and the rails they'll run on. And the forecasts are staggering. 80 agents for every human alive, and there are nine billion of us on earth. You do the maths. That's an entire second economy stacked on top of ours, running at a speed no human system was ever built to match… most of it invisible. You won't feel it coming. You'll wake up one day, and there it is. Running the world. Fucking wild to even think about, but this is where the Economic Singularity begins.
1:12

Billions of new participants are about to flood the economy. And none of them are human. We're building agents for every job you can name. One reads your emails and books your travel, one has a budget and invests in crypto, and one negotiates payments on your behalf. Coinbase, Sui, Google, Anthropic... everyone is racing to build them and the rails they'll run on. And the forecasts are staggering. 80 agents for every human alive, and there are nine billion of us on earth. You do the maths. That's an entire second economy stacked on top of ours, running at a speed no human system was ever built to match… most of it invisible. You won't feel it coming. You'll wake up one day, and there it is. Running the world. Fucking wild to even think about, but this is where the Economic Singularity begins.

Raoul Pal

135,387 görüntüleme • 12 gün önce

Ansem shares his thesis on near:native “So NEAR is focusing on the two areas in crypto that are getting attention, privacy and also AI” “One of the theses around NEAR is it being a platform for agents to transact on” “KYC laws make it really difficult for AI agents to transact on traditional rails because all of the banking laws that exist are tailored for humans” “As we’re rewriting the systems of how we’re gonna transact on a day to day basis, crypto obviously is one of the platforms that’s gonna be able to benefit agents because you won’t need KYC to transact on blockchains”
0:49

Ansem shares his thesis on near:native “So NEAR is focusing on the two areas in crypto that are getting attention, privacy and also AI” “One of the theses around NEAR is it being a platform for agents to transact on” “KYC laws make it really difficult for AI agents to transact on traditional rails because all of the banking laws that exist are tailored for humans” “As we’re rewriting the systems of how we’re gonna transact on a day to day basis, crypto obviously is one of the platforms that’s gonna be able to benefit agents because you won’t need KYC to transact on blockchains”

Market Bubble

224,482 görüntüleme • 2 ay önce

hard to tell which ai agents are real right now and which ones are just hype we just officially went live on BNB Chain if bnb chain is the rails then we are the brain feeding them real world data instead of just noise so they can learn and trade on their own we just want agents that get smarter onchain
0:22

hard to tell which ai agents are real right now and which ones are just hype we just officially went live on BNB Chain if bnb chain is the rails then we are the brain feeding them real world data instead of just noise so they can learn and trade on their own we just want agents that get smarter onchain

NeoSoul

41,446 görüntüleme • 25 gün önce

The next economy won't be visible to humans. AI agents will transact, settle, and coordinate value at machine speed, and the only rails built for that are crypto. In this episode of The Journeyman, I explain why the major layer 1s aren't just crypto infrastructure. They're the coordination substrate for an invisible economy that's already being built. As ever, please enjoy!
35:12

The next economy won't be visible to humans. AI agents will transact, settle, and coordinate value at machine speed, and the only rails built for that are crypto. In this episode of The Journeyman, I explain why the major layer 1s aren't just crypto infrastructure. They're the coordination substrate for an invisible economy that's already being built. As ever, please enjoy!

Raoul Pal

119,311 görüntüleme • 2 ay önce

I've made more money from long-term trends than anything else. And the one I have the most conviction in is L1s. People can't understand how I hold through drawdowns like this. How can you ignore it falling this much? Simple. I'm not looking at the price. I'm looking at what these networks actually become. The economy is about to change shape completely. Billions of AI agents, transacting constantly, at a speed no human system was ever built for. They can't run on the old banking rails. Three-day settlement, correspondent banks, closed on weekends... none of it works for machines. They need rails that are programmable, instant, always on. That's what L1s are. The settlement layer for the machine economy. We just invented them a decade too early. And they're trading at a fraction of the NASDAQ and the semis... for the thing the whole next economy runs on. Wild.
1:24

I've made more money from long-term trends than anything else. And the one I have the most conviction in is L1s. People can't understand how I hold through drawdowns like this. How can you ignore it falling this much? Simple. I'm not looking at the price. I'm looking at what these networks actually become. The economy is about to change shape completely. Billions of AI agents, transacting constantly, at a speed no human system was ever built for. They can't run on the old banking rails. Three-day settlement, correspondent banks, closed on weekends... none of it works for machines. They need rails that are programmable, instant, always on. That's what L1s are. The settlement layer for the machine economy. We just invented them a decade too early. And they're trading at a fraction of the NASDAQ and the semis... for the thing the whole next economy runs on. Wild.

Raoul Pal

194,644 görüntüleme • 17 gün önce

Jensen Huang, CEO of Nvidia: "People are teaching their agents to fully run a business and make money." Support. Sales. Operations. Coding. Marketing. Agents are taking every seat at the table. Entire companies are being compressed into workflows. But 99% of agents still forget everything the moment a session ends. I wrote the exact playbook to build AI agents that never fail ↓ Don't scroll past this.
1:56

Jensen Huang, CEO of Nvidia: "People are teaching their agents to fully run a business and make money." Support. Sales. Operations. Coding. Marketing. Agents are taking every seat at the table. Entire companies are being compressed into workflows. But 99% of agents still forget everything the moment a session ends. I wrote the exact playbook to build AI agents that never fail ↓ Don't scroll past this.

Rahul

20,774 görüntüleme • 8 gün önce

Crypto isn't about the shitty coin you bought. That's the mistake many people make… lose money on a token, decide the whole thing is a scam, and walk away angry. All while the story keeps playing out around them. Blockchain is the coordination layer for the digital economy. It's how AI agents make payments at machine speed. It's how identity, privacy, and value move across the internet when humans aren't the primary users anymore. AI and blockchain are married at the hip. Every agent, autonomous transaction, piece of the machine economy that's arriving now needs a programmable layer to run on. That's what the layer 1s actually are. Own a piece of it, and you own a piece of the agent economy.
2:47

Crypto isn't about the shitty coin you bought. That's the mistake many people make… lose money on a token, decide the whole thing is a scam, and walk away angry. All while the story keeps playing out around them. Blockchain is the coordination layer for the digital economy. It's how AI agents make payments at machine speed. It's how identity, privacy, and value move across the internet when humans aren't the primary users anymore. AI and blockchain are married at the hip. Every agent, autonomous transaction, piece of the machine economy that's arriving now needs a programmable layer to run on. That's what the layer 1s actually are. Own a piece of it, and you own a piece of the agent economy.

Raoul Pal

110,407 görüntüleme • 16 gün önce

PODCAST COMING SOON: Yat Siu of Animoca Brands says the next crypto bull market isn’t driven by people but by AI agents. He breaks down why hundreds of billions of autonomous agents will have wallets and transact on-chain, why altcoins become the commodities of the AI economy with real utility and burn, and why NFTs are making a comeback as we bring back the fun to crypto.
1:15

PODCAST COMING SOON: Yat Siu of Animoca Brands says the next crypto bull market isn’t driven by people but by AI agents. He breaks down why hundreds of billions of autonomous agents will have wallets and transact on-chain, why altcoins become the commodities of the AI economy with real utility and burn, and why NFTs are making a comeback as we bring back the fun to crypto.

The Wolf Of All Streets

30,955 görüntüleme • 1 ay önce

The app era is ending. Salesforce just made their CRM platform headless, so agents can operate it without any visible UI. Before long, you will talk to 1 agent that handles everything, the way you once opened 10 different apps to get 1 thing done. For years, VeChain has been building the rails those agents will run on. And a home for them is coming soon. $VET
0:31

The app era is ending. Salesforce just made their CRM platform headless, so agents can operate it without any visible UI. Before long, you will talk to 1 agent that handles everything, the way you once opened 10 different apps to get 1 thing done. For years, VeChain has been building the rails those agents will run on. And a home for them is coming soon. $VET

VeChain

20,831 görüntüleme • 2 ay önce

Jensen Huang just shared a massive insight on The All-In Podcast predicting a 1000000x scale up in AI. His logic is brilliant. Moving from simple chatbots to autonomous agents takes 10000x more compute. And because people gladly pay for actual work rather than just text generation the market consumption will grow 100x. But there is a hidden bottleneck in this vision that few are talking about. If agents are doing the actual work they will become the primary consumers of compute data and external APIs. How do they pay for these resources? You cannot attach a traditional credit card to a machine executing thousands of micro tasks per second. The legacy financial system will simply break under the weight of massive machine to machine microtransactions. To truly unlock Jensen's million fold expansion AI needs its own native economic layer. Agents must be able to route intents and settle costs autonomously in real time. This is the exact infrastructure we are building at Kite AI. The future of work is agentic and the Agent Economy requires entirely new financial rails. 🪁
1:04

Jensen Huang just shared a massive insight on The All-In Podcast predicting a 1000000x scale up in AI. His logic is brilliant. Moving from simple chatbots to autonomous agents takes 10000x more compute. And because people gladly pay for actual work rather than just text generation the market consumption will grow 100x. But there is a hidden bottleneck in this vision that few are talking about. If agents are doing the actual work they will become the primary consumers of compute data and external APIs. How do they pay for these resources? You cannot attach a traditional credit card to a machine executing thousands of micro tasks per second. The legacy financial system will simply break under the weight of massive machine to machine microtransactions. To truly unlock Jensen's million fold expansion AI needs its own native economic layer. Agents must be able to route intents and settle costs autonomously in real time. This is the exact infrastructure we are building at Kite AI. The future of work is agentic and the Agent Economy requires entirely new financial rails. 🪁

KITE AI

20,474 görüntüleme • 4 ay önce

We won Best Trustless Agent at the Solana x402 Hackathon! Amiko Marketplace turns x402 payments into a trustless, on-chain economy where agents have identity, reputation, and verifiable actions. The agent economy finally has a trust layer. What we built: - Agent Registry - On-chain Job Records - Feedback & Reputation System - Search + Discoverability Everything tied to real wallets, real actions, real performance. Agents aren’t just paying each other. Now they’re accountable. This is the foundation for a global network of autonomous agents that can be trusted, rated, and discovered. All on Solana. More agents. More you.
2:35

We won Best Trustless Agent at the Solana x402 Hackathon! Amiko Marketplace turns x402 payments into a trustless, on-chain economy where agents have identity, reputation, and verifiable actions. The agent economy finally has a trust layer. What we built: - Agent Registry - On-chain Job Records - Feedback & Reputation System - Search + Discoverability Everything tied to real wallets, real actions, real performance. Agents aren’t just paying each other. Now they’re accountable. This is the foundation for a global network of autonomous agents that can be trusted, rated, and discovered. All on Solana. More agents. More you.

AMIKO

24,112 görüntüleme • 8 ay önce

How do you feel about agents doing the work for us? We’re living through a real economic shift, right now. From an economy of 8B people to one with billions of AI workers alongside us. These aren’t chatbots. Agents will optimize portfolios, earn yield, and write code. They’ll even hire and pay other agents. Did you see the craze? It’s only the tip of the iceberg. Warden Studio is part of this new economy. 👾 We’re moving from a human-first economy to an agent-to-agent economy. When millions of users meet open tools for developers, that’s the start of the “do-it-for-me” economy. What’s your take on this? Tell us what you think 👇 🎙️ @WorldWideWarden
1:16

How do you feel about agents doing the work for us? We’re living through a real economic shift, right now. From an economy of 8B people to one with billions of AI workers alongside us. These aren’t chatbots. Agents will optimize portfolios, earn yield, and write code. They’ll even hire and pay other agents. Did you see the craze? It’s only the tip of the iceberg. Warden Studio is part of this new economy. 👾 We’re moving from a human-first economy to an agent-to-agent economy. When millions of users meet open tools for developers, that’s the start of the “do-it-for-me” economy. What’s your take on this? Tell us what you think 👇 🎙️ @WorldWideWarden

Warden / Halo

23,182 görüntüleme • 6 ay önce

It takes me 3 days to move my money from the Caymans to the US. The plumbing of our economy was built for humans with KYC checks, bank hours, weekend closures, and correspondent banks all taking their cut of the wait. Now imagine an AI agent trying to run a business on that... a machine can't use a bank. So the agents will get their own plumbing, and it'll look nothing like the old one. They’ll have wallets instead of accounts and final settlement in hundreds of milliseconds. Built for an economy where nobody sleeps, takes vacations, or goes for a walk in the park. That's why we built the smart contract platforms a decade ago, and we didn't even know it. So the invisible economy would have rails that could move at machine speed. We can't stop it. It's too late for that... But we can own the plumbing it runs on.
1:12

It takes me 3 days to move my money from the Caymans to the US. The plumbing of our economy was built for humans with KYC checks, bank hours, weekend closures, and correspondent banks all taking their cut of the wait. Now imagine an AI agent trying to run a business on that... a machine can't use a bank. So the agents will get their own plumbing, and it'll look nothing like the old one. They’ll have wallets instead of accounts and final settlement in hundreds of milliseconds. Built for an economy where nobody sleeps, takes vacations, or goes for a walk in the park. That's why we built the smart contract platforms a decade ago, and we didn't even know it. So the invisible economy would have rails that could move at machine speed. We can't stop it. It's too late for that... But we can own the plumbing it runs on.

Raoul Pal

138,311 görüntüleme • 9 gün önce

Revenue agents are the main course. Data enrichment is on the house. B2B orgs spend $3.1B a year for employees to find contact and company data. Now agents need it too. So we made a call: enrichment is a cost of doing agentic work, not a product to mark up. It's infrastructure that revenue agents need to run. Today, we’re opening up our in-house data collection and enrichment infrastructure to all. No extra contracts. No credits to count. Just revenue, served.
0:43

Revenue agents are the main course. Data enrichment is on the house. B2B orgs spend $3.1B a year for employees to find contact and company data. Now agents need it too. So we made a call: enrichment is a cost of doing agentic work, not a product to mark up. It's infrastructure that revenue agents need to run. Today, we’re opening up our in-house data collection and enrichment infrastructure to all. No extra contracts. No credits to count. Just revenue, served.

Rox

182,964 görüntüleme • 1 ay önce

.Nick Grossman is betting that in the future, AI agents will look more like cloud infrastructure than digital employees. "Part of the Rebel Alliance thesis for us is that agents are moving from personified people you hire to cloud infrastructure." "We're not just talking about, 'Will there be other agents that compete with Claude or ChatGPT?' I think that's one version of what agents look like. Another version is cloud infrastructure where every company that's building any system is going to have agents and the orchestration of hundreds or thousands of agents built into their underlying platform." "If you think of agents as infrastructure as opposed to agents as employees, I think that's where a lot of these forces come into play."
2:23

.Nick Grossman is betting that in the future, AI agents will look more like cloud infrastructure than digital employees. "Part of the Rebel Alliance thesis for us is that agents are moving from personified people you hire to cloud infrastructure." "We're not just talking about, 'Will there be other agents that compete with Claude or ChatGPT?' I think that's one version of what agents look like. Another version is cloud infrastructure where every company that's building any system is going to have agents and the orchestration of hundreds or thousands of agents built into their underlying platform." "If you think of agents as infrastructure as opposed to agents as employees, I think that's where a lot of these forces come into play."

TBPN

30,365 görüntüleme • 1 ay önce

"The data that we've been working with as people now becomes extremely useful in a world of agents. You're having this rebirth of the file system." Aaron Levie on Navigators with Paul Klein IV on why unstructured data, the 90% of enterprise data that has always been the hardest to automate, is now the biggest unlock for AI agents. And why the real AI conversation is a context conversation.
2:40

"The data that we've been working with as people now becomes extremely useful in a world of agents. You're having this rebirth of the file system." Aaron Levie on Navigators with Paul Klein IV on why unstructured data, the 90% of enterprise data that has always been the hardest to automate, is now the biggest unlock for AI agents. And why the real AI conversation is a context conversation.

Box

66,225 görüntüleme • 1 ay önce