Crypto Long & Short: What will the AI agents run on?
Summary
AI agents may need financial infrastructure for autonomous payments, settlement, identity, ownership and asset management. The piece argues that blockchain, stablecoins and tokenized assets could support machine-to-machine economic activity, creating opportunities beyond AI applications. Investors should focus on useful infrastructure rather than projects relying on an AI-crypto narrative. The newsletter also notes traditional finance’s growing use of crypto infrastructure and shifting activity in tokenized equities.
