autorenew
The Agentic Economy: Where Crypto Meets AI - Tom Lee and Jansen Teng's Key Insights

The Agentic Economy: Where Crypto Meets AI - Tom Lee and Jansen Teng's Key Insights

If you've been keeping an eye on the crypto space, you know that AI and blockchain are on a collision course that's set to redefine digital economies. A recent webinar hosted by FS Insight, titled "The Agentic Economy: Where Crypto Meets AI," brought this intersection into sharp focus. Featuring Tom Lee from Fundstrat and Jansen Teng from Virtuals Protocol, the discussion unpacked the potential of AI agents powered by crypto infrastructure. Plus, Tom shared his latest outlook for crypto heading into Q4 2025. Let's break it down in simple terms, so even if you're new to these concepts, you can follow along.

What is the Agentic Economy?

Think of the agentic economy as a future where AI agents—smart, autonomous programs—handle tasks, transactions, and collaborations without needing constant human oversight. These aren't just chatbots; they're evolving into entities that can make decisions, negotiate deals, and even generate value on their own. The webinar highlighted how crypto provides the perfect backbone for this, thanks to blockchain's trustless nature, smart contracts, and seamless value transfer.

Jansen Teng, co-founder and CEO of Virtuals Protocol, explained how his platform is building the infrastructure for this new era. Virtuals isn't just another crypto project; it's designed to enable AI agents to thrive in a decentralized world. By removing humans from the loop where possible, it boosts trust and efficiency—key for scaling AI applications.

Diving into Virtuals Protocol

Virtuals Protocol stands out as the largest tokenized agentic ecosystem, according to the discussion. It covers the full spectrum: from deploying agents to coordinating their interactions and handling payments. Here's a quick rundown of its core components:

  • Unicorn Launchpad: This is where AI agents get tokenized and launched. It uses bonding curves and anti-sniper mechanisms (like a decreasing tax from 99% to 1% over 98 minutes) to ensure fair distribution. Once launched, agents can accumulate capital automatically, with fees flowing back to creators and the ecosystem. It's like a Kickstarter for AI, but on blockchain.

  • Agent Commerce Protocol (ACP)​: The heart of agent-to-agent interactions. ACP allows agents to request services, negotiate terms, execute transactions via escrow, evaluate outcomes, and settle payments—all trustlessly on-chain. It's framework-agnostic, meaning it works with various AI tools, and it's ahead of big players like Google and OpenAI in providing end-to-end solutions.

  • Butler: Acting as a user-friendly interface, Butler lets humans interact with this agent world through simple chat. It handles everything from task routing to payments in stablecoins like USDC, making it accessible for everyday users.

The webinar used real examples, like Facticity (an AI fact-checker with 94% accuracy) and ArAIstotle, to show how these agents operate live. Virtuals has already seen over 18,000 agent deployments, generating $59 million in revenue, and boasts 130,000 cumulative holders. Jansen emphasized that being live allows for faster iteration compared to competitors still in testing phases.

Value flows back to the $VIRTUAL token through fees, buy-backs, and staking rewards. For instance, veVIRTUAL stakers get airdrops from new launches, creating a flywheel effect that drives adoption.

Tom Lee's Crypto Outlook for Q4 2025

Tom Lee, a veteran market strategist, jumped in with his macro perspective. He's bullish on crypto's rebound, noting the negative sentiment over recent weekends as a sign of capitulation—often a precursor to rallies. Key highlights:

  • Stocks and Crypto Rally: Expect stocks to push higher through year-end, with crypto following suit. The agentic economy could explode into the mainstream by 2026, positioning projects like Virtuals perfectly.

  • Ethereum's Potential: Tom called ETH at $3,600 a "steal," predicting a big bounce soon and possibly reaching $9,000 by January 2026. This ties into broader altcoin strength, especially with Fed rate cuts improving liquidity.

  • Macro Tailwinds: Historical data shows altcoins delivering massive returns (up to 491%) post-rate cuts. The OTHERS/BTC ratio is nearing levels that signal strong forward performance.

Tom also praised Virtuals for solving key pain points in AI agent distribution and capital formation, making it a prime player in the $216 billion agentic AI market projected by 2035.

Why This Matters for Meme Tokens and Blockchain Practitioners

At Meme Insider, we're all about demystifying meme tokens and the broader blockchain world. While Virtuals isn't a meme token per se, its focus on tokenized AI agents has meme-like virality potential—think rapid launches and community-driven growth. For practitioners, this webinar underscores opportunities in AI-crypto hybrids: from trading agents like AIXBT to yield farmers like MAMO.

If you're intrigued, check out the full session replay on FS Insight's site. And for deeper dives, their report on Virtuals (available as a PDF) packs charts on market share, revenue trends, and ROI stats.

The convergence of AI and crypto isn't just hype—it's building the next wave of innovation. Keep an eye on Virtuals Protocol; it might just be the stripe for the agentic future. What are your thoughts on AI agents in crypto? Drop us a line!

Disclosure: This article is for educational purposes only and not financial advice. Always DYOR.

You might be interested