Ξliézer Ndinga|Sep 23, 2026 11:53
AI and crypto are not a meme pairing IMO. They are two general-purpose technologies fixing each other’s constraints to some extent.
We identified 8 use cases as a map for allocators: 5 where AI needs crypto rails (trading, payments, asset management, private inference, storage) and 3 where crypto captures AI demand (compute, miner power, security).
If even a sliver of agentic commerce settles, stores, or computes onchain, the asset class inherits a tailwind most portfolios still don’t price.
Read the @21shares framework below.
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