At Consensus 2026, Raoul Pal said that humanity will usher in more intelligent AGI, while AI’s rate of growth continues to accelerate. By 2028, AI’s text output will exceed the total amount produced throughout human history, achieving this within five years. After replacing human labor, the solution is universal basic equity: using crypto infrastructure tokens to give ordinary people ownership of underlying networks, so the Agent economy and humans can benefit together. Institutional adoption will also enable people around the world to buy BTC/ETH/SOL. If he had to choose one, he would choose Solana, and within five years, the ratio of Agents to humans among DeFi users will be 3:2.

According to data from Bijié, the restaking boom has faded, and top protocols are expected to have almost no profits by the end of this quarter. In August, ether.fi cut ties with EigenLayer restaking and spun off weETH’s restaking functionality. Users who want to restake must create their own token on Symbiotic. The CEO said that restaking offers no significant returns and that risk perception is rising, so the company decided to exit. DefiLlama data shows that restaked assets totaled approximately $10 billion on September 8, while ordinary staking yields were approximately 53 times those of restaking.