Forget Nvidia: The next big AI trade could be crypto and blockchain
Franklin Templeton’s Sandy Kaul and Circle CEO Jeremy Allaire argue that as autonomous AI agents start spending money on their own, blockchain networks will power the next big AI trade.
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Summary
- Investors looking for the next AI trade should consider blockchain networks and crypto assets as autonomous AI agents begin transacting with one another, according to Franklin Templeton’s Sandy Kaul.
- Kaul said agentic AI will require low-cost, programmable payment rails for machine-to-machine micropayments, making blockchains better suited than traditional financial networks.
- Her thesis aligns with Circle CEO Jeremy Allaire’s view that AI agents and blockchain are converging into a single economic system where software can transact, coordinate and exchange value autonomously.
