Translated on January 28, 2026 at 14:52 by Simon Dumoulin
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ERC-8004: The Missing Link for an AI Bull Run?
The integration of artificial intelligence into blockchain has remained a promise often limited by technical constraints. With the arrival of ERC-8004 on the Ethereum mainnet, the game is changing radically. This standard doesn’t just store data; it enables the creation of “native” AI agents capable of autonomously interacting with smart contracts.
ERC-8004 is going live on mainnet soon.
By enabling discovery and portable reputation, ERC-8004 allows AI agents to interact across organizations ensuring credibility travels everywhere.
This unlocks a global market where AI services can interoperate without gatekeepers. https://t.co/Yrl0rvnSxj
In concrete terms, this means that AI agents can now own their own wallets, sign transactions, and execute trading or liquidity management strategies without direct human intervention. For investors, this is a strong signal: the infrastructure is being put in place to welcome a massive wave of institutional capital and developers.
This technical innovation aims to solve the “portability” problem of agents. Until now, an AI was often trapped within the platform that created it. ERC-8004 breaks these chains, offering interoperability that could explode the entire Ethereum ecosystem by making the network indispensable to tomorrow’s AI economy.
x402 and the New Wave of AI Tokens: Who Will Benefit?
At the heart of this revolution lies the x402 protocol, which has largely contributed to the development of this standard. This project positions itself as a pioneer, seeking to create an environment where AI agents are no longer mere tools, but full-fledged economic actors. If the market reacts favorably, projects linked to AI infrastructure (such as Render, Fetch.ai or newcomer x402) could experience explosive volatility.
Analysts are closely monitoring on-chain volumes. The adoption of ERC-8004 could trigger a massive sector rotation, shifting liquidity from memecoins to projects with strong technological utility. “Whales” already seem to be positioning themselves, anticipating that autonomous agents will become the largest users of DeFi in the coming years.
It is crucial to monitor announcements from major DeFi protocols (Uniswap, Aave) regarding the integration of these agents. If these giants adopt the standard, we could witness a violent breakout of associated governance tokens, propelled by real utility demand and no longer just speculation.
Can AI Propel Ethereum to a New ATH This Year?
The impact of ERC-8004 goes beyond simple AI tokens; it’s Ethereum (ETH) itself that could be the big winner. By becoming the preferred base layer (Layer 1) for the autonomous agent economy, Ethereum strengthens its value proposition against competitors like Solana. An increase in AI agent activity means more transactions, more fees burned (EIP-1559), and therefore increased deflationary pressure on ETH.
However, the market remains cautious. We are in an observation phase where the slightest sign of technical failure could trigger a short-term bearish correction. But if the deployment continues smoothly, the “AI + Crypto” narrative could be the main driver of the next bull cycle.
While Bitcoin consolidates, all eyes are on Ethereum’s ability to innovate. ERC-8004 isn’t just a code update, it’s an open invitation to developers worldwide to build tomorrow’s autonomous finance. The question is no longer whether AI will use blockchain, but when it will take control of it.
Charles Ledoux is a Bitcoin and blockchain technology specialist. A graduate of the Crypto Academy, he has been a Bitcoin miner for over a year. He has written numerous masterclasses to educate newcomers to the industry and has authored over 2,000 articles on cryptocurrency. Now, he aims to share his passion for crypto through his articles for InvestX.
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