AI Tokens Echo Aluminum History; Agents May Open ‘Unlimited Market’

The comparison is doing more rhetorical than analytical work: aluminum's trajectory was shaped by smelting economics, infrastructure and decades of industrial demand, none of which map cleanly onto tokens whose value accrues mostly through speculation and protocol incentives. The more substantive claim is that agents could expand the addressable market by acting as autonomous counterparties, which would matter far more for usage than for token prices. Whether agent-driven demand materializes as real activity or remains a narrative is the open question.