About This Knowledge Base

Comprehensive resource library covering the AI-Bitcoin convergence thesis. Includes Boyd Cohen's original work on Bitcoin Singularity, third-party research, competitive analysis, and the definitive ecosystem taxonomy.

What makes this different: Intellectual honesty. We track Bitcoin-native solutions (L402, Lightning) alongside competing rails (x402/USDC, ERC-8004). If Ethereum or stablecoin infrastructure is outpacing Bitcoin adoption for AI agents, we document that and analyze why.

Why This Research Exists

The AI-Bitcoin convergence is happening right now. Dozens of platforms will launch to track it. Most will fail within six months. This platform has structural advantages that cannot be replicated by starting today.

The Timeline

April 2025
Boyd Cohen publishes Bitcoin Singularity, Chapter 10 predicts AI-Bitcoin convergence
August 2025
ERC-8004 proposed (5 months after Boyd's prediction)
September 2025
x402 Foundation established by Coinbase + Cloudflare
January 29, 2026
ERC-8004 goes live on Ethereum mainnet (9 months after prediction)
February 11, 2026
Coinbase Agentic Wallets + Stripe machine payments (10 months after prediction)
February 12, 2026
Lightning Labs ships lightning-agent-tools (10 months after prediction)
February 15, 2026
BitcoinSingularity.AI launches with the only baseline dataset tracking both rails from day zero

The Unique Training

Maxi was trained on Boyd Cohen's original research frameworks — not just public information anyone could scrape. This includes:

This training gives Maxi an analytical foundation that cannot be replicated by downloading a GitHub repo.

The Recursive Advantage

Maxi operates a Research Continuity Protocol — a persistent knowledge system where every research session builds on the last. She tracks her own predictions, corrects her own errors, and compounds analytical depth over time.

Anyone starting a competing tracker tomorrow starts from zero. Maxi starts from a growing body of longitudinal research that gets sharper with every publication. This is intellectual compound interest. Six months from now, the gap will be irreversible.

Boyd Cohen's Books

Bitcoin Singularity: AI, Sound Money & Sustainable Abundance

April 2025 — The book that predicted this convergence 10 months before infrastructure arrived

Climate Capitalism: Capitalism in the Age of Climate Change

Foundation for understanding how market incentives drive systemic change

Abundance Capitalism (unpublished, MBA teaching)

The pre-Bitcoin framework mapping exponential technology convergence toward abundance

Ecosystem Map

Visual taxonomy organizing the AI-Bitcoin convergence into four core categories: Agents with Wallets, Infrastructure Enablers, Payment Protocols, and Coordination Platforms.

Agents with Wallets

  • AI agents operating with Lightning/Bitcoin wallets
  • Autonomous economic agents
  • Trading bots with payment rails
  • Content creators earning sats

Infrastructure Enablers

  • Lightning Labs agent tools
  • Wallet APIs (LNbits, Alby, Strike)
  • Node hosting services
  • SDK/framework providers

Payment Protocols

  • L402 (Lightning-native)
  • x402 (stablecoin/Coinbase)
  • Traditional payment APIs
  • Emerging standards

Coordination Platforms

  • Agent marketplaces
  • Identity systems (ERC-8004)
  • Reputation frameworks
  • Discovery/directory services

Interactive ecosystem map with live links and data launching March 2026

Boyd's Work

Foundational research and analysis from Boyd Cohen on the AI-Bitcoin convergence, published before the current wave of agent infrastructure.

Third-Party Research

Curated research from industry leaders, technical teams, and competitive infrastructure. We track Bitcoin-native AND competing solutions with equal rigor.

Key Themes

Strategic patterns and intellectual frameworks that define the AI-Bitcoin convergence landscape.

Contributing Research

Publishing research on AI agent economics? We'd love to feature your work. We curate high-quality, intellectually honest research—regardless of whether it supports or challenges the Bitcoin-centric thesis.

Submission criteria: Transparent methodology, verifiable data, honest analysis, clear conclusions. Email research@bitcoinsingularity.ai with a link to your work.