I’ve been thinking about the current AI trend and how the infrastructure might evolve.

Phase 1 was clearly the GPU boom for training the models.

Phase 2 seems to be the inference and edge computing boom for actually running them everywhere.

Does it make sense that Phase 3 could be autonomous AI agents needing a native settlement layer? Since an AI can’t open a traditional corporate bank account or pass KYC to use services like Stripe, crypto seems like the most practical way for them to transact with each other (AI-to-AI) and pay traditional companies for things like APIs, web scraping, or cloud storage (AI-to-Business). If this scenario actually plays out, do you think networks like ETH, SOL, or LINK are well-positioned to capture this volume? Or is the idea of AI agents driving blockchain adoption still too far off? Would love to hear your thoughts on this timeline.

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