Coin Bureau lays out a bullish thesis: AI agents could spark a new wave of adoption for ETH and SOL.
AWS has already started letting AI bots pay for web content using stablecoins, with Coinbase’s x402 protocol handling the payments.
What’s really worth watching isn’t “AI + Crypto,” but rather “machines paying machines.”
In the past, the internet was mainly platforms providing content to people, charging them through ads. But if the payer becomes an AI agent in the future, settlement has to be programmatic, real-time, and low-friction.
Stablecoins and on-chain payments happen to meet these requirements.
Raoul Pal even suggests that, in the future, AI agents may issue their own tokens, finance their own projects, and gradually form their own self-contained economic loop.
But this logic has a key prerequisite: AI agents must truly start spending their own money.
Right now, it’s AWS providing the payment rails and protocols paving the way—there are still very few agents that generate large volumes of autonomous payments.
So this is a long-term narrative worth paying attention to, but don’t equate “the infrastructure is already here” with “demand has already exploded.”
In the future, what really gets put on-chain may be more machines—not more people.
AWS has already started letting AI bots pay for web content using stablecoins, with Coinbase’s x402 protocol handling the payments.
What’s really worth watching isn’t “AI + Crypto,” but rather “machines paying machines.”
In the past, the internet was mainly platforms providing content to people, charging them through ads. But if the payer becomes an AI agent in the future, settlement has to be programmatic, real-time, and low-friction.
Stablecoins and on-chain payments happen to meet these requirements.
Raoul Pal even suggests that, in the future, AI agents may issue their own tokens, finance their own projects, and gradually form their own self-contained economic loop.
But this logic has a key prerequisite: AI agents must truly start spending their own money.
Right now, it’s AWS providing the payment rails and protocols paving the way—there are still very few agents that generate large volumes of autonomous payments.
So this is a long-term narrative worth paying attention to, but don’t equate “the infrastructure is already here” with “demand has already exploded.”
In the future, what really gets put on-chain may be more machines—not more people.