On-chain AI agents will drive cryptocurrency market capitalization past $10 trillion. If you're bullish on OpenClaw, you're bullish on cryptocurrency. Two points to note: 1) Cryptocurrency adoption has stalled due to poor user experience. 2) What's a "bad user experience" for humans is an excellent user experience for AI agents. Take this Metamask transaction; it's complex. Imagine how an average person would understand what they're signing. A terrible user experience. But an AI agent seeing this information would think, "Wow, this user experience is fantastic"—it's precise and detailed—it's a software instruction. Seeing the smart contract code and the transaction payload, the AI agent fully understands what's happening. They love this experience. Which financial system will these "molting robots" prefer? (Obviously) One more point to note: 3) Within one or two years, there will be billions of intelligent agents, many of which will have wallets (and trillions a year from now). The “AIFi narrative” is currently underground, much like DeFi in 2019. Dry fuses are quietly building, but it will explode someday. Nobody's paying attention to cryptocurrencies right now because of the price drop… but I believe AI agents will eventually scale to trillions of crypto wallets. AIFi is the next frontier of DeFi. An exciting moment.
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