OKX Founder Star Xu: In the Coming Years, Bitcoin's Main Price Drivers Will Be Twofold: Traditional Finance Going On-Chain and AI Agents Adopting Blockchain-Native Financial Infrastructure
OKX founder Star Xu stated that in the coming years, Bitcoin's main price drivers will be twofold: traditional finance going on-chain and AI agents adopting blockchain-native financial infrastructure.
He pointed out that once users become accustomed to on-chain operations, they will naturally demand Bitcoin, and since AI agents cannot open bank accounts, Bitcoin, as a high-quality on-chain asset, will organically grow with the proliferation of technology.
This perspective is event-driven, with market discussions focusing on the long-term narrative of crypto, and capital paying attention to the intersection of on-chain and AI, benefiting Bitcoin and related infrastructure while putting pressure on purely off-chain financial models.
Source: Public Information
ABAB AI Insight
Since founding OKX in 2013, Star Xu has continuously emphasized "everything on-chain" and self-custody. Recently, OKX launched an AI agent market that further combines agent payments with on-chain settlements.
On the capital path, exchanges are promoting the on-chaining of TradFi assets and the AI agent economy, directing resources towards compliance and infrastructure, motivated by the desire to expand the use cases of Bitcoin as a settlement and reserve asset.
Similar cases can be seen with MicroStrategy and institutions positioning Bitcoin as a digital reserve, currently in the early expansion phase of the integration of AI agents and on-chain finance.
Essentially, this is a technological substitution, as AI cannot access the traditional banking system, forcing value settlements to shift to the permissionless Bitcoin network.
ABAB News · Cognitive Law
- AI agents will ultimately need on-chain native currency
- User habits determine asset demand
- Agents that cannot open accounts only recognize Bitcoin.