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.
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.
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