AI agents need money that settles like code — final, global, unstoppable.
First principles: AI will trade data, compute, energy, and services 24/7 in tiny payments. Banks don’t scale for machines — permissions, reversals, borders, fees. Machines need bearer money: ✔ Irreversible settlement ✔ No counterparty risk ✔ No gatekeepers Bitcoin fits. • Final settlement without permission • 21M hard cap • $29M/day at $65K) • Lightning = instant, low-fee micropayments Bottom line: If machine commerce sustains net buying above new daily supply, issuance can’t expand. Price has to adjust.
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AI agents need money that settles like code — final, global, unstoppable.
First principles:
AI will trade data, compute, energy, and services 24/7 in tiny payments.
Banks don’t scale for machines — permissions, reversals, borders, fees.
Machines need bearer money:
✔ Irreversible settlement
✔ No counterparty risk
✔ No gatekeepers
Bitcoin fits.
• Final settlement without permission
• 21M hard cap
• $29M/day at $65K)
• Lightning = instant, low-fee micropayments
Bottom line:
If machine commerce sustains net buying above new daily supply, issuance can’t expand.
Price has to adjust.