AIAltcoins
|3 min ReadThe "Agent Economy" Is Here: Why AI Large Action Models (LAMs) Are The New Whales
Jax Morales
Senior Analyst
Published
Feb 11, 2026
BitNews Take: The next bull run won't be driven by retail FOMO or institutional ETFs. It will be driven by Autonomous AI Agents. We are witnessing the birth of the "Machine Economy," where Large Action Models (LAMs) don't just generate text—they hold wallets, execute trades, and pay for compute. Here is how to position yourself before the machines take over.
From Chatbots to Checkbooks
For the last two years, we focused on LLMs (Large Language Models) that could talk. Now, the focus has shifted to LAMs (Large Action Models) that can do.
In the crypto ecosystem, this means AI Agents are becoming the primary users of blockchain infrastructure. They don't sleep, they don't panic sell, and they require massive amounts of DePIN (Decentralized Physical Infrastructure Networks) to function.
The Data Signal:
Transaction volume on AI-centric chains is exploding, but not from humans. On-chain analysis shows that 65% of recent micro-transactions on Solana and Base are bot-driven, specifically paying for inference and data storage.
The "Safety Flight" Correlation
While AI tokens are offering high-risk, high-reward plays, smart money is using the profits to secure the baseline.
It creates a barbell strategy: High beta on AI Agents, low beta on store-of-value assets. This explains why, as we reported yesterday, Bitcoin exchange reserves have hit a 3-year low despite the boring price action.
The whales are farming AI volatility and parking the gains in cold-storage Bitcoin.
🟢 BitNews Analyst Verdict
Verdict: Long the "Pick and Shovel" Plays
Don't try to guess which specific AI Agent coin will survive. Instead, buy the infrastructure they must use to live.
The Narrative: Compute-as-Currency. If AI Agents need GPU power to survive, the tokens that provide decentralized compute are the new "oil."
Trade Setup: Look for DePIN projects with functional mainnets (not just whitepapers).
Risk Warning: This sector is frothy. Expect 30-40% drawdowns. Do not leverage trade these assets.
FAQ: The AI Crypto Thesis
Q: What is a Large Action Model (LAM)?
A: Unlike an LLM (which outputs text), a LAM is designed to execute tasks. In crypto, a LAM can interact with smart contracts, swap tokens, and bridge assets without human intervention.
Q: Why do AI Agents need Crypto?
A: AI Agents cannot open bank accounts. They need a permissionless payment rail to pay for their own server costs and data access. Crypto is the native currency of AI.
Disclaimer: This document is intended for informational and entertainment purposes only. The views expressed in this document are not, and should not be taken as, investment advice or recommendations. Recipients should do their own due diligence, taking into account their specific financial circumstances, investment objectives and risk tolerance, which are not considered here, before investing. This document is not an offer, or the solicitation of an offer, to buy or sell any of the assets mentioned.