Does the machine economy supply fuel to the next Ether Leeum boom?
Ether Liium is arranging the basic layer to adjust the autonomous agent to put the machine in the next year, and the movement to process the machine directly in the path.
This month, the Ethereum Foundation is a dedicated DAI that sends the agent identity, trust and payment, including support for the ERC-8004, which is a reference for the support of agent qualifications that can be fixed and proof at the level of agent credentials, including agent status, trust and payment. The team has organized.
Initiative is a settlement and adjustment class for the economy of Ether Leeum, and is open to censorship resistance and core design goals, while the draft of the community around ERC-8004 requires a way to negotiate, bond and execute escrow without an individual during management.
The short -term deliverable is the study and standard progress that can be adopted in 2026 wallets, middleware and DApps, creating a shared trust board for agent applications.
Token flow is already reflected in the AI slope in the encryption market.
AI -oriented tokens such as Bittensor, Fetch.ai (ASI), Internet computers and renderers have surpassed the larger altcoin during the recent market surveillance by maintaining warm chain and relative price stability through Q3.
KOINLY’s market RoundUps point out the continuous demand for distributed computing, reasoning, and agent frameworks, while the Ecosystem report shows that ICP’s default app hosting push and Render’s GPU market draws steady use on the AI workload.
According to the token indicator, Defi Total Value Locked rebounded from $ 72 billion to $ 100 billion in early 2025, and like Moby AI, which contributes to Avalanche, Sahara AI’s Blackhole Dex and Volumes and Peace Generation. The new AI-native Defi Rails has continued through volatility. Token metrics can rotate this extensively with automated liquidity and agent execution, allowing them to operate the chain by messaging and omica -in abstraction.
Payment stacks converge from the use of agent in the protocol boundary. Google introduced an agent in September so that the software agent can request and confirm consumer payment through the basic trend of software agents in September.
According to Google Cloud, the AP2 is designed around the reversible transaction for explicit user consent, verifiable agent ID and regulations, and the initial pilot includes Ether Leeum and ICP integration through a third -party connector that connects the FIAT account with a chain transmission.
As these pilots mature, their wallets can handle the agent as a first-class actor, and a policy that requires a human signature for a human signature for a time frame, limiting the other person, or a high value critical value.
The forward model now connects the piping upgrade to the measurable network demand.
Token Metrics’ September Scenario Task Project AI Smart Agents reaches 15-20 %of Defi Transaction ABTER in the second half of Q4, and if it is lasted and amplified by Ethereum’s DAI roadmap Place it by 2026 in the TVL range.
The same analysis, along with the gas consumption of agent identity and execution agreements, which such as the ERC-8004 rose 30-40 % over the quarter in the first quarter, consists of the basic layer of the base layer.
In fact, this means that the software agent, which operates with the risk limit of the chain, insurance and verifiable credentials, can execute governance, financial restructuring, commission routing and cross chain liquidity management.
Security results are another lever of adoption curve. Academic and industrial studies on Adaptive Adsisted contracts point out the rapid reduction in successful abuse when the contract can adjust the anomalies, parameters and detect suspicious trends in real time.
The initial model shows a decrease by up to 70 %in a successful attack of the system that pairs with rules -based control and learned hehstick compared to the static parameter system. This results depend on transparent update policies and monitorable hot chains that do not create opaque control surfaces, which are interested in supervision of smart contract audits and thinking reports.
The macro context is changing from the concept to the pilot.
The regulatory agenda in the US and Europe includes the release of Workstreams for automatic finance agents, transparency and model risk for adaptive contracts.
DLA PIPER’s September briefing and other legal trackers explain the path of identity, use policy and exception processing to the identity and response of the agency.
The recent execution theme focuses on control efficiency, not technical ban, and supports runways for adherence agent work with standard maturity.
The role of the AI and Blockchain intersections increased by 22 %in 2025 in 2025 consure blocker, data infrastructure, and Applied cryptography in 2025, with a 22 %increase in data recruitment data. It is maintained.
Cross market, machine economy lens is not limited to a single stack. Avalanche hosts the AI government liquidity through Blackhole Dex, and Ethereum focuses on identity and settlement, close and ICP coat -on chain app hosting and low delayed reasoning.
Koiny’s and Token Metrics Coverage plays a complementary role, not a direct replacement, and the demand for distributed reasoning and market adjustment is assigned with a paper that the agent is expanding as it becomes basic actors in the payment, implementation and protocol operation.
If the growth model of ICP for the default AI hosting is owned, the temperature reasoning cycle can reduce the waiting time by half by 2026, allowing user -facing to interact with user -facing applications such as routers, real -time hemp and supply chain or IoT payment.
| code | Basic AI function | Chain Volume or TVL, September 2025 | Forward focus |
|---|---|---|---|
| Ether Leeum | Agent identity and agreement, ERC-8004, DAI team | $ 38B+ | Trust and adjustment layer for agents |
| Bittensor, Tao | Distributed education and reasoning market | $ 1.4B. | Open AI Compute Exchange |
| FETCH.AI, FET | Autonomous Economy Agent, DApp infrastructure | $ 640m. | Machine vs. regulation |
| Render, RNDR | Distributed GPU and reasoning | ~ $ 985m | Calculation of the backbone of the whole chain AI |
| Internet computer, ICP | Basic on Chain AI app hosting | $ 800m+ | The waiting time of the agent DApp is low |
| Black Hole Dex, Eye Soldier | AMM and fluidity in which AI is managed | $ 193m | A representative of a licensed agent |
The scenario belongs to three buckets.
The basic case is to adopt automation with at least one quarter of the new DAPPS by 2026, and to integrate the identity and trust class as it adopts a program that is fixed to proof of governance, finance, fees and payment.
The bull path turns on the fuller machine economy that agents handle bilateral negotiations and implementation in consumers and corporate situations, and Defi tvL reaches more than $ 300 billion, and Defi tvL reaches important mass of long -range services.
The bear case focuses on the continuous centralization of agent regulatory licenses and computing and model access, which leads to a team that supports a small number of funds for public participation and bottleneck innovation.
Overview and policy trackers of the DLA Piper point to transparency and control standards, such as Fulcrum, not completely banned, but centralized centralization remains known as a known constraint.
Investors and builders switch from token stories to measured triggers.
In terms of standards, ERC-8004 is a core clock item. This is because wallets and custody providers must implement proof checks, recovery flow and policy enforcement so that agents can operate safely in consumer situations.
In terms of payment, the AP2 pilot will provide the initial repeated pattern between subscriptions, claims, and non -human actors when extended to encryption rails on scale, and can be pressure on bridges and account abstracting stacks.
In terms of security, on -site evidence that reduces the loss of adaptive control will unlock more autonomous governance for parameters tuning, especially in the volatile market. Each track has a public milestone that can be monitored without relying on the price chart.
The open question is beyond whether the agent will trade. This is where settlement and trust checks occur.
If identity, proof and policies are implemented in the chain, the machine economy is basically basic and defi is the operating system of non -human economic activity. If these checks remain on a closed platform, the role of Crypto collapses with bridges and payrails.
Due to Ether Lee’s DAI command, AP2 path to agent payment, and developers employing as an AI X encryption role, the center is moving to the verified chain adjustment that treats the agent as the first -class participant in the market.
