Once the scale of intelligent agent activity expands, each agent will generate a natural, 24/7 demand for blockchain space. To date, its utility has been primarily speculative. Artificial intelligence represents a truly productive application scenario, while blockchain is the cornerstone of the economy.
Everyone is talking about stablecoins and tokenization (including me). But these are well-known facts. They may have been priced in by the market in the short term (but are severely undervalued in the long term).
Does permissionless AI operate on the path of permissionless money? There's been much discussion on this, but I believe this application scenario is completely unmarketable and is developing faster than those human-driven innovation bills that are blocked by vested interests in the banking sector.
In the next six months, with the proliferation of locally running open-source models, we should see strong evidence that these agents can be funded by humans and ultimately become meaningful economic agents.