The agentic economy thesis, Bankless interview with Jansen Teng

The core concept Jansen walks through: AI agents as productive economic assets that you can co-own rather than just use. The revenue they generate flows to token holders. The better the agent performs, more users, more services, more content, the more value accrues to holders.

This is a fundamentally different model from most crypto tokens where the utility case is circular (you need the token to use the platform that creates demand for the token). Virtuals agents generate revenue from external sources and distribute it to holders.

The "agentic economy" framing positions this as infrastructure for an economy that does not fully exist yet. Timing risk is real. But the model is coherent if autonomous agents become genuinely productive.

Could co-owned AI agents generating real revenue become a multi-billion dollar sector or is the timeline too uncertain to size a serious position?