Grayscale's head of research, Zach Pandl, published a note on August 11 arguing that AI adoption will drive demand for public blockchains. The note names Ethereum, Solana, Worldcoin, and Bittensor as networks positioned to benefit, and lays out three areas where the two technologies overlap. It's a bet that the next wave of crypto users won't be people at all — it'll be software agents.
Three areas where AI meets crypto
Pandl's note identifies agentic finance, verifiable record-keeping, and decentralized AI as the three areas where AI will push demand for blockchains. Agentic finance covers the messy business moving money
