Do you think the era of AI "super individuals" in Web3 will benefit DAOs?

For the past decade or so, the Web3 world has believed that collective intelligence can create fairer organizational structures, and DAOs are the most typical embodiment of this idea, where strangers from around the globe collaborate openly to participate in decision-making and governance.

However, the emergence of AI has quietly influenced this premise.

When a person can simultaneously have multiple AI agents that can automatically conduct research, execute trades, manage assets, and even participate in governance, the work that originally required a DAO or a team to complete is being compressed into a new unit: "individual + AI".

This also raises a new question: will this benefit DAOs and the entire Crypto world?

1. AI Amplifies "Individual Capability" Exponentially

Over the past year, the evolution of AI has been almost exponential.

From the initial chat assistants to today's AI agents that can write code, conduct research, and automatically perform tasks, a clearer trend is that individual capabilities are being amplified exponentially.

It can be said that today, an ordinary person can leverage AI to accomplish many tasks that previously required team collaboration, such as analyzing on-chain data, organizing research information, and even automatically executing arbitrage or DeFi strategies.

In other words, AI is compressing many tasks that originally needed a team into the combination unit of "individual + AI", which also explains why more and more Web3 projects are starting to discuss the new concept of "AI-native organizations"—in such an organizational structure, humans are responsible for goals and judgment, while AI is responsible for execution and collaboration.

And DAOs, at their core, were the earliest experimental grounds for this model.

As is well known, since the inception of DAOs, they have attempted to solve one problem: how to enable cooperation among strangers globally. But the reality is that DAO governance and operations have long faced several challenges: low information processing efficiency, complex decision-making processes, and high time costs for participants.

The emergence of AI happens to provide new pathways for these problems. For example, AI can automatically organize proposals and governance discussions, automatically generate voting analysis reports, automatically execute certain on-chain operational tasks, and automatically manage community information flow. Ultimately, by allowing AI to participate in governance processes, the core team size of a DAO may become significantly smaller, while overall efficiency greatly increases.

This also represents an important convergence point for AI and Web3: DAOs decentralize organizations, while AI automates execution.

2. The New Trend of AI Agent + Wallet

However, for AI to genuinely participate in the on-chain economy, it still requires three key capabilities: asset custody, trade execution, and trusted settlement.

And these three things are precisely what blockchain excels at.

As mentioned earlier, on September 15, 2025, the Ethereum Foundation established the AI team "dAI", with the core mission of investing resources to define standards, incentives, and governance structures for AI models on the blockchain, including model credibility, and how to make AI behavior verifiable, traceable, and collaborative in a decentralized environment.

ERC-8004 was pushed forward as one of the core standards in this context. Unlike payment protocols such as x402, ERC-8004 does not directly answer the question of "how to transfer money," but attempts to address a more fundamental issue: how can AI agents be recognized, trusted, and participate in economic collaboration without platform endorsement?

Because of this, the promotion of ERC-8004 appears particularly significant: led by the Ethereum Foundation's dAI team, in collaboration with Google, Coinbase, and MetaMask, it encompasses the three critical entry points of AI, trading, and wallets. This specification itself sends a clear signal: it is not merely an application-layer experiment, but a clear bet on foundational infrastructure for the long term (A new ticket for the AI Agent era: promoting ERC-8004, what is Ethereum betting on?).

An intuitive analogy might make this easier to understand: if ERC-8004 is the "ID card" of AI, then the wallet is the "account and execution terminal" of AI, because for AI to truly participate in economic activities, it must be able to manage assets, pay fees, and sign authorizations.

The traditional wallet interface is designed for humans; we need to watch the screen and click to confirm. However, interactions in the AI world happen in milliseconds, at high frequency and in massive scale, which has given rise to a new form called "Agent Wallet," transforming the wallet into an asset interface and execution terminal for AI:

• Non-custodial authorization: You can create an independent, restricted sub-wallet for your AI agent, allowing it to trade autonomously within the limits you set (for instance, not exceeding 500 USDC per transaction), without requiring your manual confirmation each time, while the main key always remains with you, and AI is merely your authorized agent;
• Cross-chain asset management: AI can query your assets across over 100 chains in real-time and rebalance, stake, or arbitrage according to the strategies you set, freeing you from daily monitoring tasks and allowing you to focus on higher-level strategic decisions;
• Human-computer collaboration: This does not mean complete hands-off; instead, it supports flexible confirmation mechanisms—such as automatic handling for small amounts and reminders for large amounts. AI is responsible for identifying opportunities and building trades, while you handle the final confirmation, allowing for a perfect combination of human judgment and AI execution efficiency;

From this perspective, it can be said that computing power is not the endgame of AI; the wallet is the true entry point into the AI economic system.

Because stablecoins like USDT and USDC are inherently prepared for AI, they are borderless, programmable, and capable of instantaneous settlement, perfectly matching AI's extreme pursuit of "high speed, low cost, and frictionless" operations.

From this angle, when AI's economic activities begin to operate on a millisecond basis, the only thing capable of supporting this rhythm is the on-chain currency and wallet in the Crypto world.

3. Ethereum: Forming AI Financial Infrastructure

For this reason, more and more developers are beginning to see Ethereum as the financial infrastructure for AI.

A recent noteworthy statistic is that Ethereum's staking queue has surpassed 3.8 million ETH, meaning that more and more funds are entering the network to maintain security and generate returns.

In short, from DAO collaboration to on-chain agents to wallets as AI asset interfaces, Ethereum is gradually evolving into the underlying infrastructure for the AI economy.

In the AI era, such stable infrastructure is crucial, because AI agents may need to automatically manage assets, automatically participate in DeFi, and automatically execute trades in the future, all of which rely on a trusted, decentralized settlement layer.

At present, Ethereum remains the most mature choice.

I have previously emphasized that what Ethereum is competing for here is a more subtle new label, namely the underlying clearing layer for AI collaboration—in this concept, AI agents in different platforms, chains, and organizations can operate in their respective environments, but when they need to establish trust, custody value, and settle results, they will ultimately return to a commonly recognized neutral layer.

This new role aligns perfectly with Ethereum's gradually established positioning in the global financial system; it does not seek to be the fastest execution layer nor try to cover all application scenarios, but rather occupies a more foundational position for the long term, namely a layer of trusted settlement and order.

Overall, in this structure, blockchains are not just financial systems, but may also become trusted infrastructure for the AI economy, and Ethereum may very well be at the center of the stage.

The combination of AI and the crypto world is far more than just a simple tech overlay. From the organizational form of DAOs to the infrastructure of Ethereum, and the combination of AI agents and wallets, a new path is gradually becoming clear: individual capabilities are amplified, organizational structures are reshaped, with AI responsible for execution and blockchain for settlement.

In the coming years, we are likely to witness an increasing number of AI-driven on-chain economic activities, while Ethereum and wallets may become the key access points connecting humans, AI, and the on-chain world.

Let's wait and see.

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