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I don’t think AI agents create automatic demand for every AI coin. The payment loop has to touch the chain. 🤖⛓️ Grayscale expects agents to drive demand for Ethereum and Solana in finance, Worldcoin for identity and Bittensor for decentralized AI governance. My filter is simple: does the agent actually pay fees, hold collateral or verify identity on-chain? If yes, usage can create structural demand. If the token only sits beside an AI narrative, the connection is mostly marketing. #CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99%ValueFromAI $BTC $ETH $APR