Trader consensus has coalesced around the 675-725T bin at 98.4% implied probability because sustained agentic workloads—now roughly seven times human traffic—combined with heavy adoption of low-cost open-weight models such as DeepSeek V4.1 Flash and GLM 5.3 Flash have locked weekly volumes near 130-168T through mid-October. High cache-hit rates approaching 90% on agent prompts further stabilize throughput by reducing novel inference demand while still registering full token counts. With only days left in the Sep 28–Oct 25 window, realistic disruptions would require an abrupt collapse in coding-agent activity or a broad provider outage, neither of which recent leaderboard data or OpenRouter’s own usage reports indicate is imminent.