Shenyu: Bitcoin is Better Gold; AI Empowers Individuals

Shenyu's framing refocuses attention on two structural shifts: Bitcoin's role as a store-of-value is being reinforced, while AI agents could emerge as the dominant actors in blockchain ecosystems, potentially redefining user demographics and transaction patterns. The observation that RWA tokenization remains nascent suggests the market is still in a discovery phase, where infrastructure and use cases are far from settled. What matters next is whether AI-driven execution costs actually translate into broader blockchain adoption, and whether institutional or retail behavior shifts accordingly. The convergence of AI and crypto is the key narrative to track, but its material impact on asset markets remains unproven.