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247_040predictionCryptoAI-scaling

AI agents will invent their own currencies, won't stick with Bitcoin

Predictor: Alex Wissner-Gross · ep#247 "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247" · source

Prior probability
30.0%
Current probability
25.7%
evolves via intake + LBP
Conviction
3/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2031-12-31
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

AI agents will invent their own currencies, won't stick with Bitcoin | I think over the long term, it's difficult to buy that AI agents given their speed. if they stick with any form of crypto at all are going to stick with Bitcoin. They'll invent their own currencies their own layer ones maybe transcendent transcendent forms of layer zero

Verbatim quote

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
I think over the long term, it's difficult to buy that AI agents given their speed. if they stick with any form of crypto at all are going to stick with Bitcoin. They'll invent their own currencies their own layer ones maybe transcendent transcendent forms of layer zero

Resolution evidence

Status: pending

AI agents inventing own currencies — speculative.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

3 prob_history rows
0%25%50%75%100%prior 30%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 25.7%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 4 fired ✓ · 6 pending
  1. 2026-05-01 → 2027-06-30pendingMajor AI lab or framework ships native agent wallet/payment SDK
    How: OpenAI, Anthropic, Google DeepMind, or Microsoft releases a documented agent payment / wallet SDK enabling agents to hold and transact in arbitrary tokens; release notes or developer blog post counts as evidence
    Source: llm_enrichedconf 55%
  2. 2026-06-01 → 2027-12-31pendingFirst on-chain agent-to-agent payment using a non-Bitcoin native token
    How: Public on-chain evidence (block explorer or audited research log) of an autonomous AI agent paying another AI agent using a token issued by an agent or agent-network — not BTC, ETH, USDC, or other human-launched asset
    Source: llm_enrichedconf 40%
  3. 2026-09-01 → 2028-06-30pendingx402 / agent-payment protocol surpasses 1M monthly transactions
    How: Coinbase x402, Skyfire, or comparable agent-payment standard publishes monthly transaction volume above 1,000,000 in a published developer report or third-party tracker (Dune Analytics, Token Terminal)
    Source: llm_enrichedconf 45%
  4. 2027-01-01 → 2029-06-30pendingAgent-issued token achieves $100M market cap
    How: A token whose issuance, monetary policy, or treasury is provably controlled by an autonomous AI agent (not just an AI-themed meme coin) reaches $100M fully-diluted market cap on CoinGecko / CoinMarketCap for at least 7 consecutive days
    Source: llm_enrichedconf 30%
  5. 2028-01-01 → 2029-12-31pendingBitcoin share of agentic-payment volume drops below 25%
    How: Independent research (Messari, a16z crypto, Variant, Token Terminal) reports BTC <25% of measured agent-to-agent payment volume on at least one major agent payment rail for a calendar quarter
    Source: llm_enrichedconf 30%

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 26%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first
LBP2026-05-03T02:00:01Z25.7%-1.0pp
Network propagation: 26.7% → 25.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z26.7%-1.3pp
Network propagation: 28.0% → 26.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z28.0%-2.0pp
Network propagation: 30.0% → 28.0%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

Top incoming (parents)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.300-0.044
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.3000.050-0.039
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.3000.050-0.038
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.300-0.032
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.3000.050-0.021

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_057
First person to arrive on moon/Mars will find bed made by OpDave Blundin
34.8%0.6000.050-0.160
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.156
prereq242_023
World will have 10x more wealth around 2034-2036Dave Blundin
34.2%0.6000.050-0.153
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.146
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.142

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq232_057First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Robotics
prereq242_023World will have 10x more wealth around 2034-2036Macro/Economy

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.684manifoldWill the bitcoin reach ... in 2026 (after market creation on the 25th of May 2026) [ADD ANSWERS] [CRYPTO => USDOLLARS]mentionspending2026-05-25
0.644polymarketWill Satoshi's identity be revealed by December 31?6%mentionspending2026-04-09
0.641polymarketWill Satoshi's identity be revealed by June 30?2%mentionspending2026-04-09
0.638polymarketWill Bitcoin reach $70,000 in June?17%mentionspending2026-06-02
0.638polymarketWill Bitcoin reach $80,000 in May?0%mentionspending2026-05-26
0.637manifoldWill a real Scientologist trade on this market?15%mentionspending2026-04-25
0.636polymarketWill Bitcoin reach $75,000 in May?8%mentionspending2026-05-28
0.635polymarketWill Bitcoin reach $65,000 in June?56%mentionspending2026-06-04
0.631polymarketWill Bitcoin reach $67,500 in June?33%mentionspending2026-06-04
0.630polymarketWill Bitcoin reach $100,000 in June?0%mentionspending2026-06-01

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "AI agents...They'll invent their own currencies their own layer ones",
  "verbatim": "I think over the long term, it's difficult to buy that AI agents given their speed. if they stick with any form of crypto at all are going to stick with Bitcoin. They'll invent their own currencies their own layer ones maybe transcendent transcendent forms of layer zero",
  "conv_cues": "difficult to buy",
  "direction": "HAPPEN",
  "timeframe": "Long term",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_015",
      "expected_date": "2026-06-25",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Major AI lab or framework ships native agent wallet/payment SDK",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2026-11-29",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-05-01"
      },
      "measurement_criterion": "OpenAI, Anthropic, Google DeepMind, or Microsoft releases a documented agent payment / wallet SDK enabling agents to hold and transact in arbitrary tokens; release notes or developer blog post counts as evidence"
    },
    {
      "kind": "llm_pre_event",
      "label": "First on-chain agent-to-agent payment using a non-Bitcoin native token",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.4,
      "expected_date": "2027-03-17",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Public on-chain evidence (block explorer or audited research log) of an autonomous AI agent paying another AI agent using a token issued by an agent or agent-network — not BTC, ETH, USDC, or other human-launched asset"
    },
    {
      "kind": "llm_pre_event",
      "label": "x402 / agent-payment protocol surpasses 1M monthly transactions",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
 
... (truncated)