蓝狐|3月 16, 2026 01:58
If we understand what the AI era will bring and what kind of chaotic era the world is currently in, we will understand the strategic value of the Ethereum Foundation's persistence.
In the era of AI and chaos, some things are replaceable while others are irreplaceable.
If it weren't for this persistence, Ethereum would quickly disappear from the public L1.
In the era of AI+chaos, this persistence will ultimately be transmitted to the value of ETH itself: the stronger the AI, the higher the value of ETH may actually be, which is a hedge.
The dominance of AI is not a threat to Ethereum, but a catalyst for its value.
Why do you say that?
The EF Mandate of Ethereum is far more important than its individual technological roadmap, and more like a heavyweight strategic declaration.
Its core values may seem like several, such as privacy, security, open source, decentralization, and so on, but the core is one: achieving true neutrality.
Only in this way can Ethereum gain space for generation and growth in the era of AI+chaos.
In the era of AI+chaos, the power of AI has become increasingly evident, but it also brings huge risks. Centralized AI systems face many problems such as data monopolies, privacy breaches, and algorithm biases, while decentralized neutrality is a rare hedge against super powerful AI.
The more advanced AI is, the stronger the demand for decentralization, and the larger the scale of demand for neutrality. This demand will ultimately be transmitted to the intrinsic value of ETH (not only speculative prices, but also network adoption and effects).
The explosion of AI will give birth to a massive number of autonomous agents, which require a neutral and secure settlement layer to handle identity verification, reputation building, payment, and coordination.
Ethereum and Virtuals, through ERC-8004/ERC8183/x402, are becoming the preferred choice for the "AI layer": it allows AI agents to run on the main network instead of relying on servers from big tech companies, which will drive trillions of on chain transactions.
AI is one of the next major use cases for ETH, and Ethereum is also shifting from a "world computer" to an AI economy and verification layer that handles economic interactions between machines, such as staking statements to ensure accuracy, which is crucial in the AI dominated "machine economy".
The value of ETH also lies in its ability to resist AI risks: when AI amplifies power asymmetry, ETH's privacy tools (such as Zkync's ZK and zama's FHE) and verifiable computing can protect user data from exposure, while supporting decentralized AI architecture to avoid single points of failure.
Even in the face of quantum threats or complex code risks, ETH is actively integrating AI to "de risk" the ecosystem, such as using AI to find bugs and ensure the security of rollups.
In the chaotic era, this hedging effect will be more pronounced: AI panic may temporarily suppress the market, and most market attention will be attracted to AI, but in the long run, ETH will also be one of the biggest beneficiaries of the AI wave, benefiting from automation efficiency and digital scarcity.
Ethereum provides a flexible and open alternative that allows individuals and systems to have a chance to survive in the wave of AI.
This makes ETH not only an asset, but also a coordinating engine for global asset tokenization. And the potential market value of these global assets is as high as $400 trillion.
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