AI Agents Could Become a Major Demand Tailwind for Ethereum

I think Coinbase devs are right to flag AI agents as a material new demand vector for Ethereum. Autonomous agents that transact, arbitrate and compose services on-chain could meaningfully increase sustained tx volume and MEV activity beyond human-driven patterns.

The immediate result will likely be stronger long-term utility for ETH and a rotation toward layer-2s, sequencers, indexers and privacy tooling — but also renewed pressure on fees and scalability in the near term. Technical and UX upgrades will determine which projects capture value.

I'm watching this trend closely: it is a positive structural catalyst for ETH and L2 ecosystems, but the timing and winners are uncertain, so I prefer monitoring adoption signals and accumulating selectively on weakness rather than chasing rallies.