AI agents could transact more than humans in the coming years, with agentic commerce projected to reach as much as $1.7 trillion by 2030. OpenClaw, an open-source AI assistant program, helped put AI agents on the map when it went viral earlier this year. AI agents can browse the web, use programs, and make purchases — all autonomously.
Solana accounts for at least 65% of all agentic on-chain payments made through x402, a Coinbase-developed protocol enabling autonomous payments. AI agents accounted for $31 billion in payment volume on Solana in 2025. Remember, each Solana transaction burns a small amount of tokens, which could influence token prices as activity grows.
In March, Coinbase CEO Brian Armstrong posted on X that there could be more AI agents than humans making transactions; they can’t open a bank account, but they can own a crypto wallet. Research from Edgar, Dunn & Company projects the total agentic commerce market, consumer-to-business transactions initiated by AI agents, will grow from an estimated $136 billion last year to $1.7 trillion by 2030. Major payment companies like Visa and Mastercard will fight for market share. Solana has captured such a large share of payment volume so quickly, suggesting early leadership but the risk remains as volatility persists.
Solana is down about 61% over the past six months, underscoring the volatility of cryptocurrencies even as AI-powered payments gain traction. Analysts advise treating Solana as a small piece of a diversified portfolio and adopting a buy-and-hold strategy.
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