Forget Nvidia: The next big AI trade could be crypto and blockchain
CoinDesk 2026-07-22 13:32:40
Context: Franklin Templeton's Sandy Kaul and Circle CEO Jeremy Allaire are predicting that blockchain networks will be the driving force behind the next significant trade in artificial intelligence. They foresee a future where autonomous AI agents will be capable of spending money independently, leading to a surge in demand for blockchain technology. This emerging trend could potentially shift investment focus away from traditional AI players like Nvidia.
Key Facts
- Franklin Templeton's Sandy Kaul and Circle CEO Jeremy Allaire are advocating for blockchain networks as the key to unlocking the next major opportunity in AI trading.
- Autonomous AI agents are expected to gain the ability to spend money on their own, which will create a new demand for blockchain technology to facilitate these transactions.
- The predicted shift in investment focus could move away from established AI players, such as Nvidia, and towards companies and technologies that are developing blockchain infrastructure to support autonomous AI agents.