AI agents will adopt ETH as neutral money
The rise of AI agents will drive structural demand for Ethereum as the preferred neutral, programmable currency for machine-to-machine transactions.
The argument
The guest argued that AI agents will naturally select the most neutral, programmable, and counterparty-risk-free asset to settle transactions, pointing to ETH as the undisputed choice.
The thesis, stress-tested
✓ What validates it
- ✓Verifiable on-chain transaction volume initiated by autonomous AI agents using ETH
▸ Risks discussed
- ▸AI agents adopting stablecoins or alternative layer-1 assets instead of native ETH
- ▸Technical limitations in smart contract execution for high-frequency AI transactions
Hear it yourself
"Bitcoin is the first eats as a second others like Salana have decided to value themselves only on RV or on revenue or or on fees and other L1 blockchains again not all blockchains are critical others are they look a lot like companies and so coming back to when do you use a DCF use a DCF when you're evaluating a company and a lot of L1…"
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