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In this reflective keynote at ETHBoulder, Alex Stokes explores a big question: What is Ethereum actually good for in 2026 and beyond? As AI accelerates, geopolitical systems fragment, and our information environment erodes, the world feels increasingly unstable. Rather than retreat, Alex argues that this turbulence is an opportunity. This talk covers three massive “new inputs” reshaping society: • The fast takeoff of AI and autonomous agents • Geopolitical regime change & multipolar instability • Epistemic collapse in the age of deepfakes and social media Alex explores how blockchains change the cost of trust, why credible neutrality matters more in a fractured world, and how Ethereum may be uniquely positioned to support: • Sovereign AI agents • On-chain identity & agent registries (ERC-8004) • Micropayments & programmable capital markets • Credibly neutral infrastructure • Privacy-preserving digital history • Rebuilding trust without surveillance panopticons This isn’t a technical roadmap. It’s a philosophical reflection on Ethereum’s next decade. Turbulence creates opportunity. Credible neutrality creates trust. The next chapter is unwritten. https://ethboulder.xyz/ https://x.com/ethereumboulder https://x.com/ralexstokes Timestamps: 00:00 – Opening & “Vibe-Coded” Talk 00:30 – AI Haiku & Fast Takeoff 01:30 – What Brought Us to Ethereum? 02:15 – Industry Fatigue & Missing Vision 03:00 – Blockchains Change the Cost of Trust 04:00 – Path Dependence & Cultural Momentum 05:00 – Why “What Is Ethereum Good For?” Is Hard 06:00 – New Inputs & Turbulent Times 07:00 – AI as the First Major Shift 08:00 – Fast Takeoff & Recursive AI Improvement 09:00 – Sovereign AI Agents & Crypto 10:30 – What Do Agents Want? 11:30 – Compute, Capital & Micropayments 12:45 – Always-On Infrastructure & Reliability 13:30 – Ethereum’s Position in the Agent Economy 14:00 – ERC-8004 & On-Chain Agent Identity 15:00 – x402 Micropayments & Crypto Skills 16:30 – Warning: Don’t Be Complacent 17:00 – Geopolitical Regime Change 18:00 – Multipolar World & Protectionism 19:00 – Blockchains as Trust Manufacturers 20:00 – Credible Neutrality Explained 21:00 – The Double-Edged Sword of Neutrality 22:00 – Epistemic Collapse & Deepfakes 23:00 – The Erosion of Shared Reality 24:00 – Surveillance Panopticon vs Crypto Alternatives 25:00 – Privacy-Preserving History 26:00 – Where Do We Go From Here? 27:00 – Solidarity, Patience & Building Together