Grayscale Says AI Adoption Creates Demand These 4 Networks Could Fill

Grayscale Research argues that AI adoption will increase demand for public blockchains, positioning Ethereum and Solana for AI-driven payments and settlement, Worldcoin for verifiable identity, and Bittensor for decentralized AI. The thesis suggests AI agents will need programmable wallets, instant cross-border payments, automated trading, and trusted identity/reputation systems. For crypto markets, the article is supportive of ETH, SOL, WLD, and TAO as potential beneficiaries of the AI narrative, with Grayscale framing these networks as core infrastructure for emerging agentic finance and open AI ecosystems. The piece is more of a thematic bullish outlook than a near-term catalyst, but it reinforces the convergence trade between AI and crypto.