Ethereum is a property rights system for machines.

Humans first, yes.

But bots will be the main users.

You think an AI agent can walk into a bank branch an open an account? Ethereum will bank the unbanked.

The machines will be bankless.

isn't this the ultimate bull-case for ETH on HTF? 

This M2M world needs an unstoppable hyperstructure to *trust* rather than a stop-and-go chain? And I mean specifically the L1 in after listening to your recent pod about decentralised sequences et al. What would a machine want? Get an AI expert on the pod?