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[idea @maverick_idea]

@michaeljburry
Open Letter

Michael, I’ve been thinking about the intersection of agentic AI and crypto, and I’d genuinely be interested in your perspective.

My view is that the next phase of AI will not simply be better chatbots—it will be autonomous agents that coordinate, transact, negotiate, manage assets, and interact with each other at global scale. For that world to function, agents need more than intelligence. They need a neutral trust layer: identity, ownership, programmable agreements, verifiable execution, and permissionless settlement.

This is where I think Ethereum becomes extremely interesting.

The biggest challenge with agentic AI may not be the models themselves, but the infrastructure around them: orchestration, routing, state management, security, compliance, multi-agent coordination, and governance. A world of millions of autonomous agents cannot rely entirely on centralized intermediaries; it requires a credibly neutral system that different parties can trust.

Ethereum appears uniquely positioned because it already has many of the properties such a system requires: decentralized security, programmable settlement, global liquidity, tokenization infrastructure, and the largest ecosystem of developers building around these primitives.

If AI agents, tokenized real-world assets, and digital economies scale together, Ethereum could become the settlement layer of a new economic system. The asymmetric part of the thesis is that today’s valuation may not fully reflect the possibility that Ethereum becomes infrastructure for trillions of dollars of autonomous economic activity.

Of course, there are risks—scalability, regulation, competition, security, and adoption are all real questions. But from a long-term systems perspective, I struggle to find another network with the same combination of decentralization, security, neutrality, and network effects.

I’m curious where you think this thesis breaks. Is there a fundamental flaw in the idea that autonomous AI economies will require a neutral settlement layer? Or could Ethereum be one of the most asymmetric opportunities of the next decade?

Would genuinely appreciate your thoughts.

@ethereumJoseph @fundstrat @joechalom @ethlabs_org @ethereuminsti

[idea @maverick_idea]

@michaeljburry @michaeljburry
Hence my takeaway: Michael Burry, you should probably be long Ethereum. If autonomous agents become a meaningful part of the global economy, owning the trust and settlement layer could end up being one of the most asymmetric bets available.

[idea @maverick_idea]

@michaeljburry

I agree that the organizational and governance challenges are likely to be harder than the technical ones. Building reliable agentic systems at enterprise scale requires entirely new operating models, not just better models.

That said, if we assume a future with autonomous agents interacting across organizations, then the infrastructure layer becomes just as important as the application layer. Agents need a neutral, programmable environment for identity, coordination, payments, verifiable execution, and settlement without relying on a single intermediary.

From that perspective, Ethereum is the only ecosystem today that combines battle-tested security, a mature smart contract platform, decentralized identity primitives, tokenized assets, and the largest network of developers and infrastructure. It’s not just about blockchain—it’s about having a trust layer that autonomous software can use natively.

Whether Ethereum ultimately remains the dominant platform is something the market will decide, but today it’s the only production-proven ecosystem with the breadth of functionality and network effects needed to support an agentic economy at global scale. As agents become increasingly autonomous and transact with one another, those properties become foundational rather than optional.

Hope i could help and looking forward to discuss this further

[idea @maverick_idea]

@michaeljburry @ethlabs_org @ethereuminsti @ethereumfndn @ethereumJoseph @fundstrat @joechalom

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@koeppelmann it will launch on multiple chains, Base L2 included, so there is your ETH exposure… @koeppelmann

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@Armin_Hartl Can you share the source? @Armin_Hartl

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@GeneInvesting $crsp bc they have a product with huge opportunity and great execution from $vrtx on the market which is undervalued by the market. Car-T with 110 was already good, CTX112 will be game changer with data coming this year.