Pantera Partner: AI Agents Evolve into Customers, Who Will Dominate the Infrastructure?

Paul Veradittakit, a partner at Pantera Capital, argues that AI agents are transitioning from mere tools to economic entities with identities, budgets, and settlement capabilities. He outlines four critical layers for the intersection of AI and blockchain: currency and machine settlement (Circle, Coinflow, OpenFX), credit and capital (Morpho, Ondo, FalconX), identity and control (World, TransCrypts, Alchemy), and compute sovereignty (B3IQ, Orthogonal, Accountable). As AI agents take over tasks like programming, finance, and procurement, they require program