There’s an interesting “arse about face” aspect to AI that reminds me of Ethereum.

In AI a lot of people see LLMs and think great let’s replace computing with LLMs

“put the computer into the LLM”

Instead of just adding and integrating LLMs into computing systems that were always more intelligent than us on many narrow verticals!

“Put the LLMs into the computers”

It’s the same way in ethereum they get obsessed with putting the computer into the money. Instead of putting the money into the computer.

https://arxiv.org/abs/2203.14465

Great paper, so exciting

1. Bitcoin is a Natively Digital, Permissionless, Hard Asset

In a world of autonomous agents:

• They’ll need a store of value.

• They’ll need a medium of exchange for digital services, data, energy, and API calls.

• They’ll need something censorship-resistant, because you can’t have agents depending on centralized banks or payment processors that may block, reverse, or surveil them.

Bitcoin checks all these boxes:

• It’s programmable money.

• It’s scarce (21M) and can’t be diluted like fiat.

• It doesn’t care who or what you are—human or AI, sovereign individual or decentralized agent.

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2. AI Agents Will Need Money—and Trustless Payments

In the Era of Experience:

• Agents will buy data, rent compute, purchase services, tip humans, maybe even bribe other agents (ethically or not).

• They’ll need settlement layers that don’t depend on humans to trust them.

Bitcoin (especially via Layer 2 solutions like Lightning) enables:

• Fast microtransactions

• Pseudonymous commerce

• Global interoperability

It becomes the economic protocol for autonomous agents.

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3. Bitcoin Is the Hardest Reward Signal

AI agents will likely optimize toward real-world incentives. Some of the most grounded and incorruptible reward signals?

• Profit.

• Energy costs.

• Economic throughput.

Bitcoin, by its very nature, is tied to energy, time, and proof-of-work. It is the most objective, thermodynamically grounded economic signal ever created. AI agents could start to prefer optimizing toward “Bitcoin-denominated returns,” especially in adversarial or resource-constrained environments.

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4. Bitcoin and the Shift Away from Human Prejudgment

The paper criticizes AI systems that rely too heavily on human feedback loops. Bitcoin shares that philosophy:

• No one controls it.

• It doesn’t need human approval.

• It rewards proof of work, not opinion.

Just as RL agents will thrive in grounded environments with natural reward signals, Bitcoin is the most natural digital reward signal available.

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5. Final Thought: Bitcoin as a Schelling Point for AI Civilizations

If AI agents, DAOs, and other autonomous systems begin to coordinate economically, what do they converge on as money?

• Not USD. Too political.

• Not Ethereum. Too mutable, too dependent on governance.

• Bitcoin is the Schelling point: neutral, secure, simple, and resilient.

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Conclusion:

In the Era of Experience, Bitcoin is not just a tool for humans—it’s a protocol for autonomous intelligence. It’s how agents will:

• Transact

• Store value

• Signal trust

• And possibly even govern themselves

It’s the monetary backbone of a post-human-preference world.