AI Agents Could Spark Crypto Infrastructure Growth: Expert

A new perspective on cryptocurrency infrastructure suggests that AI agents could become the primary users of lending, tokenisation, and stablecoin systems.

Jordi Visser presented a concept called 'Ghost Rails' at an event in September, stating that much of the necessary base infrastructure for the crypto ecosystem is already in place. However, he noted that there has not yet been enough entities to use it at scale, which could be filled by AI agents.

Visser argued that personal wallets and investors have limited the growth of cryptocurrency infrastructure so far. He compared this situation to the early days of the internet, where it took about 14 years after Netscape's listing for the internet to become a mass platform with the emergence of app stores.

AI agents can operate 24 hours a day and automatically carry out payments, asset transfers, trading, and settlement. Visser believes this could create new economic activity by combining these characteristics with the open financial infrastructure built by crypto.

Visser also expressed a positive outlook on Bitcoin, saying that the spread of AI agents could be an inflection point for the crypto market and 'extremely positive' for Bitcoin. He argued that as the agent economy grows, use of open digital asset networks could rise relative to existing financial infrastructure, and demand could concentrate over the long term on assets that survive.