Nansen CEO Alex Svanevik believes AI agents will play an important role in the next cycle of the crypto market.
The key is not that AI has gained another use case, but that it could evolve from an analysis tool into a market participant—independently calling tools, executing trades, and carrying out actions according to set rules.
If they reach a large enough scale, the makeup of market participants could change. But automation doesn’t guarantee profits: data errors, failed strategies, and extreme market conditions could still magnify losses.
The gap between the hype and reality is an even bigger concern. Every cycle has its new stars: after DeFi, NFTs, and institutional capital, it’s now the turn of AI agents.
To judge whether they can truly become a dominant theme, don’t just look at project marketing. Look at whether agents are already consistently generating trades, payments, and on-chain interactions.
Narratives can be priced in early, but real demand determines how far they can go.
The key is not that AI has gained another use case, but that it could evolve from an analysis tool into a market participant—independently calling tools, executing trades, and carrying out actions according to set rules.
If they reach a large enough scale, the makeup of market participants could change. But automation doesn’t guarantee profits: data errors, failed strategies, and extreme market conditions could still magnify losses.
The gap between the hype and reality is an even bigger concern. Every cycle has its new stars: after DeFi, NFTs, and institutional capital, it’s now the turn of AI agents.
To judge whether they can truly become a dominant theme, don’t just look at project marketing. Look at whether agents are already consistently generating trades, payments, and on-chain interactions.
Narratives can be priced in early, but real demand determines how far they can go.