Recently noticed a very interesting direction—payment infrastructure specifically built for AI agents. As various AI applications begin to require autonomous transaction capabilities, traditional payment rails clearly can't keep up with these real-time demands, so some teams have started working in this blank space.

From a technical architecture perspective, these solutions typically choose an EVM-compatible Layer1 as the underlying layer. The benefit is low migration costs for developers, along with targeted optimizations for the high-frequency, small-value transactions characteristic of AI agents. A core innovation lies in identity management—by a three-layer structure that separates user, proxy program, and specific session dimensions, each money flow can be precisely traced back to the initiator. This not only solves responsibility attribution but also effectively prevents identity forgery.

Practical application scenarios are already emerging. AI agents calling APIs, purchasing datasets, renting computing power—if each action requires manual approval, efficiency is directly hampered. But if agents can hold wallets themselves and automatically settle according to preset rules, the operation speed of the entire collaboration network can be elevated to a new level. More importantly, transaction rules can be encoded into smart contracts, so even the smartest agents must operate according to regulations—making it both flexible and controllable.

Regarding token design, early stages generally focus on ecosystem incentives—developers deploying applications receive rewards, and users participating in testing also get a share, aiming to quickly boost community engagement. Later, with the addition of staking, governance, fee sharing, and other standard features, token holders can genuinely participate in network decision-making, giving the token longer-term utility.

From my observations, the potential in this track is indeed significant. The number of AI agents is growing exponentially, and a microeconomic network formed among them requires a dedicated settlement layer to support it. If a project can take the lead in establishing network effects and attract most of these proxy applications, it effectively captures the AI economy's payment gateway. Of course, whether it can succeed depends on the team’s execution ability and ecosystem development speed, but the direction itself is solid.

My personal judgment is that the moat of such infrastructure projects lies in balancing security and performance—making agent transactions fast enough without sacrificing too much certainty due to decentralization. If this three-layer identity scheme can really be implemented, latecomers will need time to verify it, establishing a first-mover advantage. In short, the leap from concept to implementation for AI autonomous transactions definitely requires someone to pioneer the path.