Moore’s law is the premise that every two years the power of technology doubles (or something to that effect). AI Agents are the next frontier of technology that will start to explode over the next 24 months, and then the following decade. Simple tasks in life will be automated and you will not have to lift a finger. The power of these applications truly isn’t known yet.

With the explosion of this technology, I, along with many others are realizing that these agents need to be able to financially transaction. They need to ability to spend and send money. Attaching a credit card number or a bank account to this doesn’t make sense. It’s slow, susceptible to fraud, and requires too many regulatory hurtles. What makes more sense, is for these agents to have wallets with stable coins. This will allow them to transaction cheaply, quickly, and often.

Base, a layer 2 development on Coinbase, has started to see developers start to build AI Agents on the platform. In a current, and future state, Base could power the financial markets for AI Agents.

The thesis is simple. After analyzing the last earnings calls, Coinbase has reported how powerful Base is and is positioning itself to become the financial layer to AI Agents. I think this market segment alone can be worth 10’s of billions of dollars.

Am I missing something? Debate with me here: https://x.com/tdozzi/status/1876999981069926429