X @Bankless
Bankless·2025-08-21 13:16

Key Proposals - ERC-8004, a new standard for "Trustless Agents," aims to provide AI agents with a shared, secure onchain language, facilitating safe collaboration via the A2A protocol [1] - NFTs are being considered as infrastructure, enabling ownership, transfer, and multisig-management of agents, along with discovery, marketplaces, and composability [2] NFT Infrastructure Trend - The "NFTs as infra" trend extends beyond collectibles, with examples like ENS domains as composable identity and DeFi applications such as Polymarket Conditional Tokens, Uniswap V3/V4 LP positions, Liquity V2 borrow positions, and flaunchgg's Memestream NFTs [3] - Projects like @onchaingaias and @virtuals_io represent agents as NFTs, with Virtuals using Immutable Contribution Vaults (ICVs) to track approved agent modifications [2] Market Impact and Future Outlook - While collectibles are experiencing renewed interest, the NFT infrastructure is also developing as builders explore composability, portability, and provenance [4] - Ethereum's future may rely more on infrastructure tokens that enable the rest of the application layer [5]