According to Lennix Lai, institutional demand is making ETH's rise to $3,000 increasingly likely, with ETH derivatives volume at 45.2% surpassing BTC's 38.1% on OKX, driven by its role in bridging DeFi and TradFi. Glassnode analysts report long-term BTC holders are accumulating despite volatility, with over $930 million in daily profits not triggering sell-offs, indicating strong institutional conviction. CryptoQuant notes stablecoin reserves hit a record $228 billion, with Tron leading inflows due to its efficiency. Scott Duke Kominers argues blockchain technology is essential for interoperable AI agent economies, enabling transactions without human intervention. DappRadar highlights that Web3 gaming faces investment declines to $9 million in May, attributed to a lack of engaging gameplay.

According to Lex Sokolin (@LexSokolin), the real-time integration of AI leaders Anthropic and OpenAI is driving immediate demand for blockchain solutions in identity verification, payment infrastructure, and trust mechanisms. Blockchain technology is already being deployed to solve these critical needs, offering transparent, secure, and decentralized frameworks that facilitate seamless payments and authenticated user access. For traders, this trend signals increased utility and potential adoption for blockchain projects specializing in identity, payment, and trust—sectors that could see heightened transaction volumes and token demand as AI platforms scale. Source: Lex Sokolin Twitter, May 8, 2025.