After researching the basic infrastructure of the AI sector: Agents are digital individuals. Public blockchains are nations. Oracles/DEXs/cross-chain mechanisms are international organizations. Then the problem becomes simple: nations deserve sovereign currencies, but citizens don't. If every Agent issues its own token, it's like everyone printing money, inevitably leading to a flood of inflation where nothing is valuable. Therefore, the truly scarce resource in this sector is never intelligence, but underlying resources. Computing power, storage, bandwidth, data entry points, and identity verification—these are the real hard currency. Agents can be replicated ten thousand times, but GPUs don't magically appear, and on-chain permanent storage won't become infinitely cheap. So, in 2026, the real focus should be on those who provide the resources, not those who pan for gold. Computing Power Layer: Platforms like Akash Network and Render Network are essentially power plants. The more Agents there are, the more explosive the demand for inference becomes, making computing power a necessity. (AKT RENDER) Storage and Data: Arweave and Filecoin are memory repositories. The Graph is a query system. Agents have no memory, no index, and simply cannot function. (AR GRT) High-performance "nations" Solana is a high-throughput transaction nation. Ethereum is the settlement layer. The chain is the land; only land has pricing power. (SOL ETH) Coordination networks Bittensor and the Artificial Superintelligence Alliance are more like the United Nations; they are network layers, not individual agents. (TAO LINK) Conversely, models where "each agent comes with its own coin" essentially tokenize infinitely replicable capabilities. If capabilities are not scarce, tokens will not be scarce. Short-term speculation is possible, but long-term oversupply is inevitable. If 2026 truly is the year of Agent traffic, money will flow to three places: First, computing power Second, identity and settlement Third, the traffic-carrying chain Funds will not flow to tens of thousands of independent agent coins. Agents are the traffic; infrastructure is the charging point.