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Feb 11
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LONG
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Kain Warwick
Host
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AI Agents are beginning to pay each other autonomously (e.g., Stripe integration, on-chain payments). Agents don't sleep and don't care about user interfaces; they care about programmatic liquidity. This creates a massive velocity of money for assets used as "gas" or "currency" between agents. Crypto rails are permissionless, making them the default rail for agent commerce over restrictive banking APIs. LONG. The intersection of AI and Crypto payments is the primary narrative for the next cycle. Agents may prefer stablecoins (USDC) over volatile assets, reducing value accrual to speculative tokens. |
Unchained (Chopping Block)
BlackRock on Uniswap, Chain Wars, and AI Agen...
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Jan 29
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WATCH
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Haseeb Qureshi
Managing Partner at Dragonfly
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Crypto is launching tokens for every AI narrative (Maltbot, Ralph). These tokens are trading on pure sentiment regarding the AI agents' performance. This is the "Casino" behavior of crypto manifesting in AI. As "Maltbot" (Claude) continues to automate jobs and generate headlines, the associated memecoins will act as a high-beta proxy for the AI agent's popularity. WATCH. Purely speculative gambling instruments, but highly correlated to AI news cycles. Rug pulls, copyright strikes, or the AI model falling out of favor (e.g., getting replaced by GPT-6). |
Unchained (Chopping Block)
Crypto Is Boring… So Everyone’s Levering Silv...
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