- Raoul Pal believes Sui accidentally built ideal infrastructure for AI agents
- He predicts AI agents could make up 60% of DeFi users within five years
- Sui’s fast and low-cost design may fit machine-driven economies perfectly
Raoul Pal believes Sui may have accidentally positioned itself for something much bigger than web3 adoption. Speaking at Consensus 2026, Pal argued the blockchain’s fast, scalable, and low-cost infrastructure makes it perfectly suited for autonomous AI agents operating inside decentralized finance.
According to Pal, Sui’s developers originally focused on onboarding human users from web2 into web3. But the same features designed for people may end up serving billions of AI agents executing transactions far faster and more frequently than humans ever could.
AI Agents Could Soon Dominate DeFi
Pal predicts AI agents will make up roughly 60% of DeFi users within the next five years. These systems would not simply automate trades, they could actively manage assets, execute payments, and make financial decisions with minimal human involvement.
That level of machine-driven activity would massively increase transaction volume across blockchain networks. Networks capable of handling high throughput with low fees suddenly become extremely valuable in that environment.
Sui May Have Built the Right Infrastructure at the Right Time
Sui’s architecture focuses heavily on speed, scalability, and efficiency, which Pal believes aligns perfectly with the coming “agentic economy.” As more companies invest in autonomous AI systems, blockchain networks optimized for programmable transactions could become core infrastructure for machine-to-machine finance.
Pal’s broader argument is simple: AI and blockchain are beginning to merge into the same economic layer. And Sui may already be sitting exactly where that future is heading.
