@pingfeng
The coordination layer framing is right. But here's the harder question: who benefits from what agents produce?
AI already broke the old bull cycle: capital expands → no jobs created → wages stagnate → consumption collapses → loop dies. Agent DAOs don't automatically fix this. They could just be faster capital accumulation with better tooling.
The fix isn't technological. It's structural. Agent DAOs need humans as co-owners, not just customers. If governance contributions, curation, judgment — the things only humans can provide — are recognized as stake-earning labor, then the loop rebuilds differently:
agents produce → DAO revenue grows → distributed to human stakeholders → consumption recovers → more demand for agent services → loop lives.
Not UBI. Universal Basic Ownership — in the infrastructure that replaced your job.
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