If you believe Jensen Huang, Sam Altman and Elon Musk,

then you already know that we're destined to inhabit a digital world

massively overpopulated with autonomous AI agents.

And it's not only the usual suspects who are super bullish on agents.

Matthew Prince, the CEO of Cloudflare,

recently projected that in 2027, the amount of bot traffic online

will exceed the amount of human traffic, which is only next year.

We just think that the use of the internet is going to explode over the next several years,

and what is using it is going to change dramatically.

What's funny is that crypto has already lived with this reality for years.

It's been the case throughout crypto's history that trade in bots, points farming,

algorithms, and automated smart contracts have at times made up the lion's share of on-chain for years. It's been the case throughout crypto's history that trading bots, points farming,

algorithms and automated smart contracts have at times made up the lion's share of on-chain activity for certain networks, particularly when it comes to transaction counts, which I suppose

explains why we've been so quick to take up the on-chain agentic meta and run with it.

And it's not that the agentic crypto crossover is not compelling, especially when you consider that it hugely spans crypto's total addressable market beyond a mere billion or so people that might adopt it to a hypothetically infer a number of AI agents that might use crypto rails to pay for all sorts of things, executing trades and arbitrage on behalf of, and maybe even in spite of, their human beneficiaries. It's all very optimistic and even somewhat plausible, but if OpenClaw is supposed to be the

fastest adopted open source software in history, then crypto should be in for a similarly

fast road to adoption.

So are they here yet?

Time to find out.

I'm your host David Canales and this is The Breakdown.

Let's get to it.

This episode is brought to you by Nexo.

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