
The AI compute deals today aren’t just infra news — they’re a leading indicator of how much capital and conviction is flowing into the intelligence layer that will power the next wave of on-chain products and agentic workflows. For crypto and overall fintech, the key question is ---- are we building the rails and foundation that these agents will actually use at scale (identity, payments, verifiable execution, data access)? Demand is being locked in years out. Supply and interface layers that serve it will compound. These are all leading indicators.





















