Identity is a good example. As autonomous agents become more capable, markets will need ways to determine who or what is behind a transaction and what an agent is authorized to do. The same applies to provenance. When AI systems consume data, create intellectual property or execute transactions, establishing where information came from and who owns what becomes increasingly important. Blockchains will not solve every aspect of these problems, but their ability to provide verifiable, shared records makes them a natural part of the infrastructure stack.
There is also a capital-markets angle that I think gets overlooked. Tokenization is already bringing traditional assets onto blockchain rails, while stablecoins have demonstrated that meaningful financial activity can operate onchain. At the same time, AI is making financial decision-making increasingly automated. Those trends are currently developing separately, but their convergence…
