Avalanche Treasury CEO: AI Agents Could Strain L1 Blockchain Capacity

The two claims are linked: if AI agents and round-the-clock TradFi settlement arrive on similar timelines, demand for blockspace becomes a structural question rather than a cyclical one, and L1s positioned as settlement venues face the same scaling debate that has long dogged Ethereum. The notable part is the source—a treasury vehicle for a specific L1 arguing capacity is insufficient, which implicitly argues for layered or alternative architectures rather than any single chain absorbing the load. Whether that framing gains traction among infrastructure builders, or is read as self-interested, is the open question.