AI agents just made crypto's addressable market infinite. Agents aren't just smarter tools for people to mess around with but economic actors in their own right. They'll hold wallets, spend money, run businesses, transact with other agents, and never once take a break. All of that has to run on something, and it's not the banking system… It's blockchain. The programmable, always-on rails the invisible economy will run on. Owning a piece of those rails is like owning Manhattan real estate before a century of American business went up on top of it. But it’s not just the agents. Three forces are moving at once. Debasement won't slow until debt to GDP collapses, and we're nowhere near that. The entire financial system is being rebuilt on the same rails. And now billions of agents are landing on top. An entire invisible economy is forming underneath us.(Raoul Pal)