Alright, before you downvote me into oblivion for bringing up magic internet money 🪙, just listen to the thesis.
Phase 1 was obviously the GPU boom. If you didn't make money on NVDA calls, you probably belong behind a Wendy's dumpster 🍔🗑️.
Phase 2 is the inference/edge computing boom – actually running these models everywhere 💻🌍.
But what happens in Phase 3 when autonomous AI agents start doing actual work and need to pay for shit? 🤖💸 An AI can’t exactly walk into JP Morgan to open a corporate checking account 🏦, and it definitely can’t pass KYC on Stripe.
If an agent needs to pay another agent (AI-to-AI) or buy API calls, web scraping, and cloud storage from a real company (AI-to-Biz) 🏢, the only frictionless settlement layer is blockchain ⛓️.
If autonomous agents start pushing massive automated volume through networks like ETH, SOL, or LINK, it's going to be a massive catalyst 📈🚀.
I know we mostly trade options here 🎰, but are we ignoring the obvious infrastructure play?
Am I completely regarded for thinking this 🖍️, or is this the logical next step? 🤔
TL;DR: AIs can't use banks 🛑🏦. They'll need crypto to pay each other and traditional businesses. Tell me why I'm wrong before my wife's boyfriend cuts off my wifi 👩❤️👨📶.