If AI agents start paying for themselves, the market will be paying attention to more than just computing power and models; the settlement layer will emerge first. In this current discussion, USDC actually resembles a real payment tool more, and the popularity of AI concept coins like $RNDR and $FET will be diverted somewhat. In the short term, this isn't a new wave of AI main rally, but more like the narrative shifting from upstream to downstream. $RNDR $FET