Insights
Why Agents Need Blockchains (Not the Other Way Around)
The conventional narrative has it backwards. Blockchain doesn't need AI to find product-market fit. AI agents need blockchain to function as economic actors.
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The MEV Supply Chain Is the First Agent Economy
Searchers, builders, and relayers already operate as autonomous agents in a live market. MEV infrastructure is the proof of concept for the entire agent economy.
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Verifiable Inference: The Missing Piece for On-Chain AI
Without proof that a model produced a given output, on-chain AI is just an oracle with extra steps. ZK-ML and TEEs are changing this.
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Agent Orchestration Will Be the Next Cloud Platform
The middleware layer for AI agents is following the same trajectory as cloud computing. Orchestration frameworks will become platform-scale businesses.
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Machine Identity Is the Unsolved Problem in Agent Commerce
Agents can't transact without identity. DIDs, verifiable credentials, and soulbound tokens offer the primitives -- but nobody has assembled the stack.
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