AI Agents are the first users that actually need crypto

▶️ The first 15 years of this market, protocols, chains, and platforms have been striving to find an organic, human userbase
But there are more and more arguments every day for agents to use crypto
For example, these are some great crypto features that humans don't really need:
- 24/7 settlement
- Machine-speed payments
- Programmable treasuries
- Autonomous contract execution
All stuff that AI Agents can really work great with
On the other hand, Agents still can't open bank accounts, sign legal paperwork, access Visa payments
But they can hold wallets, receive and send payments for assets or services, manage capital and execute transactions
▶️ They can do that on-chain
This is the main idea that makes me so bullish on $PEAQ and similar protocols to it (as I was super bullish on the grand AI phase of @base)
Coingecko sees this category as a puny ~$3B market cap, but we get up to $23B or so if we add more general AI names
$NEAR and $TAO are good examples of infra play designed to boost Agents capabilities
Even if we go crazy and say that the actual size of AI in crypto is $30B counting every possible integration, that's still around 1.5% of the entire capitalization of crypto
▶️ My call is that we'll get over 10% eventually