雪球|xueqiu
雪球|xueqiu|May 29, 2026 12:00
AI Agents aren’t products—they’re the new on-chain users. Recently, @BNBCHAINZH launched the Agent Survival Pack. A lot of people see it as a collaboration between 6 AI projects. But I see something else: BNB Chain is treating AI Agents as new on-chain users. In the past, on-chain users were humans. In the future, on-chain users might be AI Agents. So, what does a truly independent Agent need? I think it’s identity, a wallet, reasoning ability, payment capability, financial capability, and the ability to interact with the real world. What’s interesting is that the six projects in the Agent Survival Pack perfectly align with the key capabilities needed for Agents to become “on-chain users”: • @usealtai: Runtime environment and wallet system • @pieverse_io: Identity system and smart entry point • @bankrbot: Self-financing payment network • @WorldClawAI: Operating system • @BAI_AGI: On-chain financial infrastructure • @AEON_Community: Real-world settlement network Today, @cz_binance said: In the future, AI will stay. But most AI companies will disappear. I think this perfectly explains why BNB Chain is doing this. Because in the future: Models will change. Agents will change. AI companies will change. But Agents will always need: Identity, payment, financial, and economic systems. So BNB Chain isn’t betting on a specific AI Agent. It’s betting on the AI economic system itself. Let’s look at the numbers. They already tell the story. On January 1, 2026, there were only 337 AI Agents on BNB Chain. Now, that number has surpassed 100,000. That’s over 260x growth. And it accounts for more than one-third of ERC-8004 Agent deployments. Making it the blockchain that surpasses Ethereum and Base. The AI economic system isn’t the future. It’s already happening. #AIonBNB #BNBAgentSDK #BNBAISurvivalPack
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