machine economy
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X @Sui
Sui· 2026-07-30 05:06
Sui is building the rails for the machine economy.Join us at Sui Basecamp 2026 to see how.Singapore, Oct 7-8.Raoul Pal (@RaoulGMI):For years I've written that the entire economy is heading on-chain, and that the smart contract networks are the only rails it can possibly run on.Here's the thing people still haven't understood. Billions of AI agents are about to come online, and they're going to transact ...
X @Raoul Pal
Raoul Pal· 2026-07-29 18:06
I pulled together my entire thesis on crypto this week... why the machine economy needs these rails, and why the value of a far bigger economy ends up accruing into the L1s.It's all here: https://t.co/9pBYR6P9wbRaoul Pal (@RaoulGMI):https://t.co/wWBITHb76A ...
X @Raoul Pal
Raoul Pal· 2026-07-29 18:05
Market Trends and Industry Dynamics - Investors prioritize long-term trends, specifically focusing on Layer 1 (L1) blockchain networks to navigate market drawdowns [1] - The global economy is shifting toward a machine-driven model characterized by billions of AI agents conducting continuous transactions [2] - Traditional banking infrastructure—including three-day settlements and correspondent banks—fails to support the speed and operational requirements of automated machine economies [2] Investment Opportunities and Potential Risks - Layer 1 networks serve as the essential, programmable, instant, and always-on settlement layer required for the machine economy [2] - Current market valuations for Layer 1 assets trade at a fraction of the NASDAQ and semiconductor sectors despite underpinning the future economy [3]