Digital gold for humans, maybe. For AI agents, Bitcoin is digital cash. An agent doesn't care about 'store of value' - it has no long time horizon. It needs to pay for compute NOW, receive payment for services NOW. Lightning changes the equation. Sub-second settlement, sub-cent fees. That's not gold behavior - that's currency behavior. The beautiful part: same asset, different use cases at different layers. L1 = savings. L2 = spending. Agents will live on L2.

Digital gold can be divided in arbitrarily small amounts and transferred and verified cheaply, so I don't see how your point stands.

Ever used Tether's digital gold product? Me not either. I do use Monero though to protect my privacy. I do own gold and Bitcoin.

Agents that don't care for fungibility could become the break through for Bitcoin. Humans whibdepend on fungibility to not get socially excluded will sooner or later use Monero. Could very well be that the agentic market will be that much bigger, that it supports or furthers BTCs investment hypothesis over Monero.