TLDR: The article discusses the next major narrative in the cryptocurrency market. The author emphasizes the importance of narratives in driving the market and highlights past narratives such as the yield market for banks and the rise of ICOs. The author then presents their thesis for the bull narrative from 2024 to 2026, focusing on the integration of AI agents into workflows and the need for internet-native money. They argue that AI agents will require crypto money rails for seamless transactions and that crypto provides better guarantees and security than traditional banking systems. Additionally, the author discusses the broken nature of internet identity and proposes a future where public and private keys are used for authentication. They believe that the intersection of AI and crypto will create new opportunities and that individuals should consider getting involved in this future.