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AI agents in focus as crypto companies target a second on-chain demand cycle

8/9/2026

The infrastructure thesis driving crypto's current build phase has a new angle in focus.

Crypto companies are working to position AI agents as the next wave of users, a bid to construct a second growth engine that would reduce the sector's exposure to the retail participation cycles that have historically defined demand.

The agent-as-user thesis Agents, in this framing, are on-chain actors: software programs that sign transactions and settle payments without a human in the approval chain.

The demand story crypto has historically pitched relied on adoption waves among retail participants. The agent model rewrites that calculus entirely.

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