I've been thinking about this more carefully—we're probably massively undervaluing the supply constraints heading toward the agentic economy.

Here's the reality: building onchain agents today still demands specialized technical talent. Rust. Solidity. These aren't trivial skill requirements, and they represent genuine bottlenecks right now.

The developer experience matters more than people realize. When you need seasoned blockchain engineers just to get an agent operational, you're looking at a seriously constrained talent pool. That's a supply shock waiting to hit as demand accelerates.

That's precisely why infrastructure plays—ones simplifying the developer experience—become critical. Lowering those technical barriers could unlock the next wave of growth in this space. The teams tackling this problem head-on will shape how fast the agentic economy actually scales.