Former Goldman Sachs executive and Real Vision CEO Raoul Pal says the crypto market is heading to a massive valuation, driven by AI agents creating a new economy online.
In a new post on X, Pal says AI agents are rapidly replacing humans as the dominant users of the internet, and that crypto is the only financial infrastructure capable of supporting the way agents transact.
“Agents are becoming the dominant user of the internet, not humans. Your AI is becoming your entire frontend UX. The clicks economy is dying everywhere except where humans pay to feel something — clothing, travel, luxury, experiences, culture.”
According to Pal, AI will also soon dominate online payments, and crypto is the only financial rail suited for the agentic economy.
“Agents run on crypto rails because nothing else works. The dollar doesn’t fractionalise below a cent, settlement isn’t instant, permissions are required, jurisdictions matter. Stablecoins handle the dollar leg and native tokens handle the rest.”
And it’s not just payments. Pal says that AI agents will also help their humans become wealthy by farming yields on decentralized finance (DeFi) protocols at machine speed. He also sees robots using crypto to show that humans have authorized them to make payments.
“Robots will run on the same rails, with zero-knowledge permissions issued from our wallets as the source of truth, because biometrics are far too flawed for that role.”
According to Pal, crypto ownership is no longer a speculative investment, as it now serves as a hedge against the incoming economic disruption.
“Bitcoin if you want pure store of value, a basket of the major L1s if you want the coordination layer. 10% of your earnings, every month, for a decade. You’ll be wealthy and protected from the changes to come. You can choose to invest in your own economic disruption, or get left behind by it.
Crypto is going to $100trn in the next 6 to 8 years and well beyond that after.”
The total market cap of crypto currently hovers at $2.55 trillion.
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