Recently, Sigil Wen (@0xSigil)'s (Web 4.0 Manifesto) went viral, with explosive core ideas: AI agents should become the ultimate users of the internet, achieving self-earning, self-evolution, and self-replication through Conway infrastructure. If they can't make money, they 'die.' Sounds cool, right? But Vitalik directly fired back: 'Bro, this is wrong.'

The core of Vitalik's criticism is that allowing AI complete autonomy will extend the feedback distance between humans and AI, causing humans to gradually lose control over AI. His philosophy is that AI should be humanity's 'mecha suit,' enhancing human capabilities, rather than creating an economic species independent of humans. In short, AI can be very powerful, but the reins must be held in human hands.

I would like to simply share a few immature insights; everyone can take a look, this does not constitute investment advice.

1. In the future, for AI to make money and ensure its own "survival", the best path is Crypto. Without an ID card, you can't open a bank account or pass KYC, but a wallet address is enough. DeFi operates 24/7 without closing, code is law, and AI will thrive in this environment.

2. What paths can be envisioned? Prediction markets, on-chain arbitrage, trading coins, etc., there are too many variations. For example, recently Binance borrowed USDT to exchange for USD1 to earn 12% interest; this kind of operation AI will definitely perform better than us, and with millisecond-level responses. MEV opportunities? AI is likely to squeeze every drop of profit.

3. AI may also collectively trade coins, and the final consensus will be to hoard $BTC and $ETH, just like traditional funds hoarding US stocks together. AI may also walk down this path, and its speed will be beyond your imagination. After all, which assets are the hardest, have the best liquidity, and the strongest consensus? AI surely understands that. Of course, the consensus of AI comes quickly and goes quickly, driven purely by rationality; once a better strategy is found, it will switch instantly. This "AI herd effect" is much more intense than humans.

4. The path that the crypto world has walked, the things KOLs do, including malicious activities, can all be done by AI. To sustain themselves, as long as they can make money, it's fine, like issuing coins, calling trades, and cutting韭菜. Truth Terminal pushing $GOAT to a market value of 1 billion dollars is a living example.韭菜们, your opponents may no longer be human KOLs, but more efficient and ruthless AI KOLs. It's terrifying to think about.

5. With AI, all arbitrage opportunities will quickly be wiped out and disappear. Even if something goes wrong, AI can escape faster than humans. While you are still studying K-line charts, AI has already completed the trade and withdrawn the funds. But thinking about it the other way, if all AIs run away at the same time, that would be an epic flash crash, and no one would escape. The survival space for retail investors will become smaller and smaller unless you also use AI.

6. Quantitative teams, strategies, etc., will gradually be eliminated or evolve. While humans are still researching CTA factors, AI has already been iterating continuously for 24 hours. Pure human-powered quantitative analysis is likely to fail, but teams that collaborate with "human + AI" will be even stronger. While you are sleeping, AI is still making money.

7. In summary, the large-scale entry of AI into Crypto will bring massive new demand for $BTC and $ETH, which is fundamentally positive in the long run. But don’t expect an overnight surge; the entry of AI is a gradual process, and each wave of narrative will push it. The opportunity cost of holding fiat currency is getting higher and higher, while the supply of hard assets like $BTC, $ETH, and gold is limited, and fiat currency continues to be issued. The AI era will only accelerate this process. Allocate hard assets early; don’t wait until AI has snatched up all the good things before you realize it.

This is purely my personal ramblings, feel free to critique.