The Prophecies of Acceleration Chapter One: AI Agent Capitalism — The End of Fiat and the Rise of Machine Agency

日付:

America is about to draw its final curtain.

Abandoning the old capitalism that depended on paper money, it shifts toward an AI agent economy built on Ethereum.
The transformation is unfolding quietly, yet with accelerating speed.

The GENIUS Act is the signal.
Stablecoins—such as USDT or USDC are envisaged—are on the verge of becoming the dominant medium of domestic settlement.
They are not mere digital currencies.
Because they are required to be backed by 100% reserves in U.S. dollars or short-term U.S. Treasuries,

dollar banknotes are absorbed from the market, and the very concept of “cash” is vanishing from within the United States.

Behind this new monetary circuit, AI agents begin to stir.
The ERC-8004 standard becomes the language through which they discover, verify, and transact with one another.
Purchasing agents will autonomously handle everything from browsing sites to executing payments,
shifting the subject of economic agency from humans to machines.

In time, America will bury fiat capitalism
and enthrone AI agent capitalism as the sole stage.

Yet this transformation advances within a closed loop of the American domain.
Ethereum-based stablecoins serve as the optimized bloodstream for AI agents,
and nations unable to join this circuit will be excluded from the flow of finance.
Other countries still cling to the relics of the past—
dollar notes and the logistics-driven capitalism of old.
But they cannot keep pace with the accelerating machine economy.
They will soon face credit contraction from dollar shortages,
and plunge not into stagnation, but into a deep recession.
Even the intent behind Trump’s tariffs will be misread,
and the world will be driven into further fracture.

America charges into its next phase.
Here, it is not humans but AI agents that transact, contract, and circulate value.
The market will no longer be the stage of human decision-making.
The market itself will be composed of the interactions of AI agents.

This is not merely a story of technological evolution.
Fiat capitalism is ending, and AI agent capitalism is arriving.
Human history itself is about to be rewritten by a new “operator” of the economy.

Reference

Forbes Japan: https://forbesjapan.com/articles/detail/80736

Cointelegraph (English): https://cointelegraph.com/news/vaneck-ceo-calls-ethereum-the-wall-street-token

Cointelegraph Japan: https://jp.cointelegraph.com/news/vaneck-ceo-calls-ethereum-the-wall-street-token

Decrypt: https://decrypt.co/337403/ai-future-ethereum-developers-banking-on-it

Financial Times: https://www.ft.com/content/6d951293-d750-48b9-92b6-632fdfb92f18



This is the English version of the article  →  Japanese version（日本語版）