- Raoul Pal believes Sui has inadvertently built the ideal infrastructure for AI agents.
- He predicts that AI agents could account for 60% of DeFi users within five years.
- The Sui team's fast and low-cost design may perfectly suit a machine-driven economy.
Raoul Pal believes Sui may have inadvertently prepared for areas far beyond Web3 applications. At Consensus 2026, Pal noted that blockchain’s fast, scalable, and low-cost infrastructure makes it ideal for autonomous systems. AI agents operate within decentralized finance systems.
According to Pal, Sui's developers initially focused on helping users transition from Web 2 to Web 3. But these human-centric features may ultimately serve billions of AI agents that execute transactions at speeds and frequencies far exceeding those of humans.
AI agents may come to dominate decentralized finance (DeFi).
Pal predicts that AI agents will account for approximately 60% of decentralized finance within the next five years, with these systems serving a broad user base. These systems will not only be able to automatically execute trades but also proactively manage assets, process payments, and make financial decisions with minimal human intervention.
This level of machine-driven activity will significantly increase transaction volume on blockchain networks. In this environment, networks capable of processing high throughput at low fees will become extremely valuable.
Sui Yang may have built the right infrastructure at the right time.
Sui's architecture places strong emphasis on speed, scalability, and efficiency, which Pal believes aligns perfectly with the upcoming "agent economy." As more companies invest in autonomous AI systems, blockchain networks optimized for programmable transactions could become the core infrastructure for machine-to-machine finance.
Pal's argument is simple: AI and blockchain are beginning to converge at the same economic level. And Sui may already be on the path to the future.