AI may be the hottest story in the tech world, but its true financial backbone could be Ethereum. With dominance in the stablecoin, DeFi, and tokenization spaces, Ethereum is leading the AI wave and is positioned to become the infrastructure driving trillions in AI-driven financial flows.
Why Ethereum is Suitable for the Role of AI Payment Layer
Artificial Intelligence (AI) is on track to become one of the most valuable industries in human history. This is a trillion-dollar opportunity, and Ethereum is uniquely positioned to capture it. As Eigen Layer developer Nader Dabit has emphasized on X, AI has been integrated into almost every corner of existing software infrastructure, and its rate of adoption will continue to accelerate.
The introduction of ERC-8004 is a turning point, laying the groundwork for bringing the vast design space of AI directly onto Ethereum. Dabit notes that implementing ERC-8004 into Ethereum is a positive outcome as it expands the utility, potential, and value of ETH, while also opening up new directions for AI itself.
Amid this breakthrough, developers are confident that an AI service marketplace could be introduced in the near future, potentially on Ethereum. This marketplace would function as a decentralized agent app store, where anyone could search for and hire specialized agents for specific tasks. These services include legal document analysis, high-rated legal AI agents, code reviews, programming agents, and research support.
Moreover, there will be no need for a central entity, no hidden algorithms, just open, trustless, and verifiable AI. This development implies that every interaction in the past will be publicly verifiable, with historical data on performance, accuracy, and reputation available on-chain.
According to the developer, the idea of verifiable AI could generally become one of the most successful applications in the entire field of cryptocurrency. The role of Ethereum as the backbone of trustless computing and coordination makes it a natural home for this revolution.
Why This Matters for ETH's Next Move
With significant developments on the Ethereum blockchain coming soon, the price of ETH may rise significantly in the coming months. Cryptocurrency analyst Mags has highlighted ETH's bullish outlook, predicting that this altcoin will reach a target of $15,650.
In the previous cycle, after ETH surpassed its previous all-time high (ATH), the price skyrocketed +211% and eventually reached the Fibonacci extension level of 3.618. Meanwhile, in this cycle, ETH has once again surpassed the ATH for the first time in the cycle, bringing the Fibonacci extension level of 3.618 at $15,650 into focus.
Even a more cautious forecast indicates strong upward momentum. If ETH only achieves half of the growth seen in the previous cycle, the price range could be between $10,146 and $11,600, corresponding to Fib extensions from 2.272 to 2.618. A very cautious target for Ethereum would be based on the Fib extension of 1.618, hovering around $7,500.
