Animoca Brands co-founder Yat Siu argued this week that AI agents will become crypto’s biggest buyer, with altcoins positioned as the commodities that power an agent-driven economy.
Why Siu Thinks Tokens Become The Commodities Of AI
Siu’s thesis centers on inference tokens, the units people already spend using OpenAI, Anthropic, and Gemini.
He argues developers can turn those spending patterns into tradable commodities that represent compute and energy, with real burn mechanisms and genuine utility, much like semiconductor chips function as commodities in physical manufacturing.
“You’re already spending tokens for OpenAI and Anthropic and Gemini,” Siu said. “Imagine turning that into a commodity. It’s a representation of compute and energy and there’s real utility,” he added.
