Forget Nvidia: The next big AI trade could be crypto and blockchain
Industry analysts suggest that the rise of autonomous 'agentic' AI will create a need for high-frequency, low-cost machine-to-machine payments that traditional banking systems cannot efficiently handle. They argue that blockchain networks provide the necessary programmable infrastructure for these AI agents to transact, potentially positioning crypto assets as a new investment frontier for AI growth.
Why it matters
This thesis proposes a fundamental shift in the AI investment landscape, moving beyond hardware and model-building toward the financial infrastructure required for autonomous economic agents to operate at scale.
In a recent post , Kaul argued that the next wave of AI could benefit blockchain networks and crypto assets as autonomous AI agents begin transacting with one another. While institutional investors have poured money into semiconductor companies, hyperscale cloud providers and data centers, she said they're overlooking the infrastructure that could power machine-to-machine commerce.
Her thesis centers on agentic AI. Unlike generative AI, which creates text, images or code in response to prompts, agentic AI is built to complete tasks with little human input. An AI agent could book travel, compare prices, buy computing power, retrieve data or manage software workflows on a user's behalf.
Get smarter about the news
Sign up free for a feed built around what you actually care about, Dive Deeper research on any story, and the full text of every article.
Create free accountAlready have an account? Sign in