#AI与加密货币结合 CZ's point hits a key insight: AI and robots using cryptocurrencies are not a matter of choice but an inevitability. The traditional financial system is designed for humans—KYC, bank accounts, identity verification—all of which are insurmountable barriers for intelligent agents. The permissionless nature of cryptocurrencies, on the other hand, becomes the only outlet for AI trading.

But what’s even more interesting is his paradoxical analysis of AI trading platforms. If an AI algorithm can truly generate sustained profits, packaging it into a subscription service for sale poses an economic problem—the revenue from selling the service will inevitably be less than the profits from its own trading. Moreover, when enough people use the same strategy, market reactions will quickly eliminate this advantage. This means that the ultimate value of AI trading tools is not in their predictive ability itself, but in execution speed, risk management, and customization.

From an on-chain perspective, what’s truly worth tracking is: the capital flow of large institutional AI trading, changes in the execution patterns of large contracts, and the interaction frequency of robot wallets. These data points can more accurately reflect AI’s penetration into the crypto market, rather than just stories. Future competitive advantage will belong to those who can perceive these on-chain signals the fastest.