Franklin Templeton a $1.5T investment firm just confirmed my $SUI thesis NOBODY IS BULLISH ENOUGH! AI's next phase is agents that act: shop, book, pay on their own. A potential $3-5 trillion market by 2030. Robot payments are tiny ($0.001 per compute-second). Credit cards charge 2-3% plus 30 cents. Useless. Blockchains: instant, dirt cheap, provable. Visa, Mastercard, Stripe, Google already signed the "x402" standard letting software pay software. agentic AI is blockchain's killer use case, and Nvidia stock can't capture it. Agents paying on a chain need that chain's coin. More agent payments, more coin demand.
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