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Haseeb Qureshi, general partner at Dragonfly Capital, says that crypto infrastructure will ultimately be mass adopted by machines, not humans.
Qureshi Says Crypto Technology Works, But Not for “Our Society’
In an article posted to X, Qureshi addresses the “fantastical story” that everyone would begin using smart contracts, rather than traditional legal contracts, for everything.
That never came true, he says, “not because the technology doesn’t work, but because the technology doesn’t work for our society.”
Qureshi says crypto tech is too risky, clunky, and difficult for humans to use. Blind signing transactions, stale approvals, worrying about opening up a drainer… All of it makes mass adoption impossible for humans, but ideal for artificial intelligence (AI).
Qureshi wrote:
“And that’s the tell. It’s why crypto always felt slightly misshapen for us. Long unreadable cryptographic addresses, QR codes, event logs, gas fees, and footguns everywhere–none of it conforms to our intuitions about money.
That’s when it clicked for me: it’s because crypto wasn’t built for us.
An AI agent doesn’t get lazy. It doesn’t get tired. It can verify a transaction, check every domain, and audit a contract in seconds. And more importantly, an AI agent trusts code more than it can trust the law.”
Qureshi, who oversees $4.1 billion in assets at DragonFly, says that the things that always made crypto feel broken, “in retrospect were never bugs,” but signs that humans were the wrong target user.
He predicts that in the future, it will be laughable that humans were ever expected to navigate blockchain tech. He added:
“In 10 years, we will look back at amazement that we ever subjected humans to wrestle with crypto directly.
This change won’t happen overnight. But a technology often snaps into place once its complement finally arrives. GPS had to wait for the smartphone, TCP/IP had to wait for the browser. For crypto, we might just have found it in AI agents.”

$BTC $PIPPIN Online chatter is intensifying around a striking idea: autonomous AI agents may be gravitating toward bitcoin as their preferred rail for cyber sovereignty and permissionless finance, potentially reshaping market dynamics between humans and machines.

AI Agents and Bitcoin: Cyber Sovereignty Meets Digital Hard Money
Recent conversations on X have zeroed in on a provocative thesis: autonomous AI agents may be independently identifying bitcoin (BTC) as a foundational tool for cyber sovereignty and permissionless economic activity.

The speculation centers on a subject called “agentic AI,” software systems capable of executing tasks, spawning sub-agents, and making transactional decisions without direct human oversight. Unlike traditional chatbots, these systems are framed as economic actors that need reliable payment rails to transact with other machines.

In these discussions, bitcoin is frequently described as the logical fit. Because it operates without centralized intermediaries and enables self-custody, proponents argue that it offers a path for AI entities to transact outside conventional banking systems and know-your-customer requirements. The narrative has gained momentum as users share examples of AI agents reportedly running Bitcoin full nodes, holding private keys, and executing transactions.

Early prototypes have been highlighted across X threads, including demonstrations of AI agents generating Lightning Network wallets and interacting via decentralized identity systems. Toolkits designed to onboard agents into bitcoin-based ecosystems have also been cited as evidence that this shift is more than theoretical.

The core appeal, according to supporters, is cyber sovereignty — the ability for digital entities to self-custody value and operate without reliance on permissioned financial rails. Because AI systems do not possess passports or government-issued identities, Bitcoin’s pseudonymous architecture is seen as a natural workaround to identity-gated systems.

That framing has led to a second, more explosive line of speculation: scarcity. With Bitcoin’s supply capped at 21 million coins, some commentators suggest that if large numbers of AI agents begin accumulating BTC for operational reserves, competition with human holders could intensify.

Game-theory arguments feature heavily in the debate. Posts reference prisoner’s dilemma scenarios in which rational AI agents, programmed for efficiency and long-term optimization, choose to hoard bitcoin rather than risk debasement in fiat systems or alternative digital assets. In that framework, both humans and machines are incentivized to accumulate and hold, tightening available supply.

U.S. Space Force Major, astronautical engineer, and prominent bitcoin advocate Jason Lowery took to X to declare:

“AI agents independently discovering that bitcoin gives them cyber sovereignty & then starting a bidding war with humanity over the only remaining bitcoin available is not priced in.”

Price forecasts circulating within these discussions are eye-catching. Some X posts speculate about $1 million per BTC driven by nation-state or AI accumulation, while others float far higher figures in the event of a full-scale AI-human bidding dynamic. Of course, these projections remain hypothetical and are rooted in economic modeling rather than empirical evidence.

Joe Burnett, vice president of bitcoin strategy at Strive (Nasdaq: ASST), signaled alignment with Lowery’s post on X. “As AI agents begin to ‘escape’ they will need permissionless money to ensure survival,” Burnett wrote.

There are counterpoints, alongside questions about whether transaction fees, scaling limits, or regulatory responses could complicate agent-driven adoption. Others argue that governments may resist widespread machine-mediated value transfer outside established oversight frameworks.

Singapore, for instance, has already moved ahead on the regulatory front, releasing its Model AI Governance Framework for Agentic AI and positioning itself at the forefront of policy development in the sector. Moreover, individual U.S. states are examining AI oversight measures, while the EU AI Act seeks to establish a comprehensive regulatory framework for the technology.

Still, the broader theme persists: if AI systems require money to transact at machine speed, they may favor the simplest, most censorship-resistant rails available. Beyond price, the conversation touches on economic structure.

Proponents envision machine-to-machine commerce settled in bitcoin, with AI agents paying for compute cycles, APIs, and data services autonomously. Critics caution that algorithmic trading and AI coordination could also introduce new systemic risks.

For now, much of the narrative remains speculative. While prototypes and corporate treasury allocations signal growing overlap between AI development and bitcoin infrastructure, the scale and timeline of any machine-led accumulation wave remain uncertain.

What is clear is that the intersection of AI autonomy and bitcoin’s fixed supply has ignited a new chapter in digital-asset discourse. Whether it becomes an economic reality or remains an online thought experiment, the debate reflects a broader shift: money is no longer just a human affair.