Grayscale Research believes AI adoption will generate demand that public blockchains are well positioned to meet. Head of Research Zach Pandl identified four networks likely to serve this need: Ethereum, Solana, Worldcoin, and Bittensor. He outlined three convergence areas: programmable financial infrastructure for AI agents, verifiable record-keeping for identity and reputation, and open decentralized AI ecosystems. Ethereum and Solana are positioned for agentic finance, Worldcoin for identity verification, and Bittensor for decentralized AI. Pandl emphasized that public blockchains offer neutral and transparent infrastructure rather than control by a single corporation or government.
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