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Hot take: AI agents will be crypto's first real users..
Not because they're smarter...they just don't have a choice!
20k AI agents registered on ERC-8004. $108k in fees in 7 days.
These are agents that need onchain identity, payments, & execution to survive.
Humans want convenience. Agents need infra.
Agents don't care about seed phrases or gas optimization. They just need rails that work autonomously.
The chains building for agent native activity are positioning for a market that doesn't fully exist yet, but will be worth trillions...
The infra play isn't super obvious yet, but it's the biggest bet in defi right now.