AI agents are set to revolutionize the economy by autonomously making micro-transactions, and blockchains are poised to become the essential infrastructure enabling this shift. Sandy Kaul and Jeremy Allaire argue that as AI grows more capable of independent economic activity—buying, hiring, and exchanging value—blockchain networks, with their speed, security, and programmability, will be the critical backbone. This isn’t just theory: it’s a new frontier for investment, moving beyond AI model builders to the underlying financial rails that will power the next wave of AI-driven commerce.
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