Ethereum’s New ERC-8004 Proposal Sparks Excitement The Ethereum community is buzzing over ERC-8004, a new standard for "Trustless Agents." It aims to give AI agents a shared, secure language onchain, enabling safe collaboration via the A2A protocol. Here’s why ERC-8004 could be a game-changer for Ethereum’s AI ambitions.👇 ~~ Analysis by @wmpeaster ~~ NFTs have mostly been digital collectibles, collected, traded, and used for access, often functioning as Veblen goods, where price increases alongside demand. Here, though, NFTs are being considered as infrastructure. In AI, the fit is clear. NFTs let you own, transfer, and multisig-manage agents. They enable discovery, marketplaces, and composability, such as programmable revenue splits. This is already visible. Base projects @onchaingaias and @virtuals_io represent agents as NFTs. Virtuals even uses Immutable Contribution Vaults (ICVs), NFTs that track approved agent modifications. The "NFTs as infra" trend extends further. @ensdomains was Ethereum’s first NFT infra: domain names as composable identity. DeFi has followed. @Polymarket Conditional Tokens function as programmable outcome claims. @Uniswap V3 and V4 LP positions are NFTs for portable liquidity. @LiquityProtocol V2 borrow positions are NFTs for portable debt. @flaunchgg's Memestream NFTs package tradable revenue streams for memecoins. NFTs are an open format, usable in many ways. Collectibles are heating up again on Ethereum as ETH nears new highs, but NFT infra is also compounding as builders test composability, portability, and provenance. In a Bankless interview, @VitalikButerin noted he was surprised by NFTs’ rise. Likewise, many will be surprised by how much the NFT infra trend expands. Most integrations won’t be flashy, but they will reshape how we move onchain. Ethereum’s future will hinge less on tradable tokens and more on the infra tokens that make the rest of the app layer possible.