Strange! The whole internet is touting the AI agent economy as the next trillion-dollar trend, but 95% of agents don't know how to trade at all. Are we being sold a pipe dream again?

Brothers, have you all been flooded with the term “AI代理经济” lately? It feels like overnight, all the groups are talking about it, saying this is the next trillion-dollar big cake, where agents will trade and pay themselves, and stablecoins and crypto payments will take off. It got me fired up, almost ready to go all-in on some related concept coins.

But I took a step back, smoked a cigarette, and the more I think about it, the more something feels off.

Is this logical chain too smooth? Too smooth to be real. They say agents will appear in large numbers, need to trade, have wallets but no bank accounts, and since bank fees are sky-high, stablecoins are the only choice. Sounds plausible, right?

Big problem!

First, who told you agents have to spend their own money? That’s a huge misunderstanding. Market analysis shows that over 95% of agents won’t and don’t need to do any autonomous trading. Think about it, think carefully.

Why?

Because most agents aren’t the kind of freewheeling “electronic freelancers” you imagine in the market. They’re more like “digital employees” inside a company. Think about it: a company’s internal financial bot, would it run on-chain to buy USDT to pay suppliers? An internal sales AI, would it spend money to buy customer data? Come on! The boss wouldn’t agree. These agents operate within closed systems, following preset workflows, with permissions tightly controlled. They don’t just spend money; they might not even be allowed online freely. Their “expenses” end up as a monthly bill from the company’s IT department, bundled with cloud service fees and software licenses.

Granularity?

Companies don’t care how many API calls an AI makes today. They only care about how much they spent in total this month.

And what about personal consumer proxies? If you ask it to book a hotel, would it dare to charge your card without asking? Can you sleep peacefully? The reality is, it probably just searches for options, prices, reviews, and shows them to you. You still have to approve before it can place an order with your linked payment method. It’s just a smarter price comparison tool and a virtual assistant — the money always stays in your hands.

So here’s the question: who is the “crypto-enabled AI proxy” we’re hyping up actually empowering?

It’s probably less than 5% of truly “wild,” bottom-up AI that has emerged independently.

Only these fully autonomous “digital entities” — running tasks, earning tokens, paying for computing resources and data — really need a 24/7 system capable of handling massive micro-payments without human authorization.

That’s when the advantages of crypto payments truly shine.

But you think the advantage is just about tech prowess or low fees?

You’re thinking too small.

The fundamental advantage is “permissionless-ness.” Any AI, whether it’s a stray cat or a dog, as long as it has a wallet, can join in. No bank account approval, no KYC, no regulatory overlords watching over you. Visa, Mastercard — those old-money institutions — would dare to do this? Behind them are listed companies with compliance shackles. They can’t just open accounts for a bunch of unknown AI proxies.

Blockchain’s unregulated space is the best breeding ground for these wild AI entities.

But here’s the most frustrating part.

The real bottleneck isn’t the payment technology.

It’s humans.

It’s our societal rules, legal frameworks, corporate systems — all designed for humans. As long as humans are the dominant force, we’ll instinctively lock AI in cages, only letting them do dirty, tiring work. We won’t easily give away the core power of “spending money.” To truly make AI autonomous economies? They’d have to form “digital companies” so efficient they could crush all human firms, forcing humans to relinquish control.

How far away is that day?

Honestly, I don’t see it coming.

So, most of the so-called “AI proxy economy” hype will ultimately just be an upgraded version of enterprise software, with money still circulating in traditional corporate accounts and banking systems. Crypto payments? Maybe only in fringe scenarios, in those strange scenes we haven’t even imagined yet, quietly growing.

Thinking of getting rich quick with this concept?

First, consider: is the coin you’re investing in serving the 95% “caged AI,” or the 5% “wild AI”? Most projects probably don’t even know who they’re really serving.

It’s late at night. I watch the groups still passionately discussing which AI proxy coin to pump, and I quietly close my trading app. The hype is too big, too perfect. As an old hand, I’m afraid I might choke on it.

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