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We stand on the edge of a transformation that very few are examining with the depth it requires. Everyone is looking at Artificial Intelligence: more powerful models, autonomous agents, new digital economies...yet the most uncomfortable question is avoided (or ignored):
๐—ถ๐—ป ๐˜„๐—ต๐—ฎ๐˜ ๐—ณ๐—ผ๐—ฟ๐—บ ๐—ผ๐—ณ ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฒ ๐˜„๐—ถ๐—น๐—น ๐—ฎ ๐˜„๐—ผ๐—ฟ๐—น๐—ฑ ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐—ฎ๐˜๐—ฒ ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ ๐—ฒ๐—ฐ๐—ผ๐—ป๐—ผ๐—บ๐—ถ๐—ฐ ๐—ฎ๐—ฐ๐˜๐—ผ๐—ฟ๐˜€ ๐˜„๐—ถ๐—น๐—น ๐—ป๐—ผ ๐—น๐—ผ๐—ป๐—ด๐—ฒ๐—ฟ ๐—ฏ๐—ฒ ๐—ผ๐—ป๐—น๐˜† ๐—ต๐˜‚๐—บ๐—ฎ๐—ป?
Look at whatโ€™s emerging: instant micropayments to access data or APIs; agents that sell output (code, analysis, content) and get paid per request; devices bargaining with each other (machine-to-machine) for energy, bandwidth, or updates; adaptive paywalls. Itโ€™s a software-native economy.
The problem is that we still rely on financial infrastructures built on anthropocentric assumptions: bank accounts tied to jurisdictions, credit cards tied to personal identity, regulators imposing borders. But AI has no passports: an agent operating in Germany wonโ€™t wait for business hours, weekdays, currency conversions, and the approval of 9 banking intermediaries to interact with an agent in Australia.
We need a currency native to cyberspace. Credit cards donโ€™t scale between machines; national currencies donโ€™t scale in a nationless economy.
Bitcoin, with Lightning, does.
And this isnโ€™t speculation: MCP servers already exist that allow agents to control Lightning wallets: AIs can own, spend, and earn. The real question is whether we are culturally ready for a world where value flows between non-human intelligences without asking for permission. If AI is the new actor in history, Bitcoin is the tool that will allow it to participate in the economy.
Not understanding Bitcoin today means not understanding the grammar of the future.