The Unpopular Opinion Many believe every AI agent needs its own token, but I disagree. Crypto is the currency for AI, but not every agent requires its own token. AI agents can simply charge fees in existing cryptocurrencies, BNB for example. Tokens should only be introduced after achieving scale and proving utility. Tokens Are a Distraction Tokens often distract founders from building real products. Managing a token demands significant time and diverts focus from user experience. Web3 games made this mistake by prioritizing tokenomics over gameplay—and AI agents risk falling into the same trap. Scale First, Then Consider Tokens Before launching a token, an AI agent should achieve scale by demonstrating clear value. True utility means users genuinely need and use the service. Consider an AI agent that launches meme tokens—it doesn't need its own token when users can pay in the native chain token. Adding another token just creates unnecessary complexity. The Reality of Tokenization While tokens enable fundraising, most AI agents don't need large capital for development. Too often, tokens become a vehicle for founders to cash out early—benefiting them at users' expense. Conclusion Build first, tokenize later—if at all. AI agents should focus on adoption, usability, and real value before considering tokenomics. A token isn't a path to success—the best AI agents will succeed because they provide genuine value, not because they have a token attached.
L1 vs L2. Was chatting with a founder this morning.
Does it matter if a new AI project is an L1 or an L2?
The project's core is not to develop a better blockchain, but to use a blockchain to help with AI economics.
Having your own L1 feels like you have more sovereignty, more decentralization, etc. But it's also a lot more work. Nodes, validators, etc. You are also kinda on your own island.
L2 saves you all that work. And doesn't seem to have much value leakage to the L1 you are on (like ETH). You get to use the DEX, perps, existing tools, and the community.
Is L1 cooler than L2 or the reverse? Old topic, but wondering if sentiment has changed or not.