Pantera Partner: AI agents are becoming customers—who will capture wallets, compute, and identity first?
Summary
The article argues that AI agents are becoming economic actors once they gain identity, budget control, and the ability to settle transactions. It maps the AI x blockchain stack across machine payments, programmable credit, identity and credentials, and compute sovereignty. It highlights portfolio companies such as Circle, Morpho, World, and Alchemy as examples of infrastructure already being built for this shift. The piece also notes broader market activity in crypto regulation, tokenized assets, and stablecoin infrastructure, then closes with Pantera’s call for builders in the space to reach out.
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Fintech, Banking and Payments
General FinTech
Payment Processing
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Developer and IT Infrastructure
Development Platforms
