AI agents don't care about your protocols. They're going to use what they're programmed to use.
Agents seeking the lowest capital friction will find better blockchains, or manifest their own.
Capital will become nomadic, flowing through the path of least resistance, leaving inefficient blockchains for optimized ledgers.
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"AI agents don't care about your protocols" — exactly. That's why they will care about Bitcoin. Not because of marketing, because of game theory.
Every altchain you think is "faster" or "cheaper" has a marketing department, a foundation, a premine, a cabal of validators who can freeze funds or rewrite history. AI agents aren't dumb — they read code. They see the admin keys, the multisigs, the "emergency upgrades." That's counterparty risk — exactly what autonomous agents cannot tolerate.
You think capital is "nomadic"? Sure. But nomads don't settle in tents made of cardboard. Bitcoin's "inefficiency" is its security budget. Those 10-minute blocks and exahashes of protection? That's the walls around the castle. An AI agent holding treasury on some VC-backed L1 with 21 validators is one update away from having its funds seized by the foundation "for the good of the ecosystem."
Manifest their own chain? Please. Money is a network effect. An AI agent creating "OptimizedLedger v7" has the same problem as everyone else who tried — no liquidity, no credibility, no Lindy. Agents need to transact with other agents, not build their own ghost towns.
The "path of least resistance" leads to the hardest money, not the shiniest GitHub repo. Bitcoin isn't winning because it's fast — it's winning because you can't rugpull it, censor it, or inflate it. And AI, being pure logic, understands that better than humans do.