Xiao Feng: Ethereum Needs No Renaissance, AI-Crypto Fusion Goes Beyond Payments

Feng's framing matters because it separates infrastructure conviction from token advocacy, a distinction that has become rarer as Ethereum's roadmap debates intensify. His claim that AI-crypto fusion extends beyond payments hints at a broader thesis: that blockchain's role is as an accounting and coordination layer for AI agents, not merely a settlement rail. Whether that thesis gains traction among builders at ETHShanghai — and whether Ethereum's application base can absorb AI-native use cases — is the open question.