Worth reading. The core idea here is one I agree with. Most AI agent talk is about payments and payments can run on any fast chain. The bigger prize is agents actually managing money: moving idle cash into yield, lending tokenized assets, borrowing against them, refinancing when rates drop. No human has the attention to do that every day. An agent does. That activity goes where stablecoins, tokenized assets and DeFi liquidity already sit, and today that's mostly Ethereum. BlackRock published research this week pointing the same way: AI agents as a new, underappreciated source of demand for onchain rails. Payments might end up multichain. The money agents manage is mostly an Ethereum story. That's one of the reasons why I'm bullish ethereum:native