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CoinDesk
2026-09-30 14:56:07

Moon Pursuit Capital says autonomous AI agents will need blockchain-based financial rails

CoinDesk’s latest Crypto Long & Short newsletter centers on a thesis from Moon Pursuit Capital founder and managing partner Utkarsh Ahuja: if artificial intelligence becomes a major economic force, the financial infrastructure behind that activity may increasingly rely on blockchain and digital assets. Ahuja argues that the key opportunity is not simply in AI models or applications, and not in attaching tokens to every project, but in the infrastructure layer that can support machine-to-machine payments, settlement, identity, ownership records and value transfer. In his view, autonomous AI agents are moving beyond text generation and data analysis toward negotiating with other agents, buying compute, paying for data, executing transactions and managing financial decisions within human-set parameters. Traditional payment systems were built for people and institutions, not for potentially millions of software agents making continuous, low-value, cross-border transactions. That is where blockchain rails, smart contracts, wallets and stablecoins may fit. The same newsletter also highlights several institutional developments: Goldman Sachs routing its roughly $100 billion FTIXX Treasury fund into crypto settlement infrastructure through Lynq without tokenizing it; Cboe Global Markets and S&P Dow Jones Indices extending a licensing agreement that leaves room for tokenized options; Vitalik Buterin outlining a different Ethereum vision for 2030; and bitcoin recovering above $84,000 after briefly falling to $82,500 as Treasury yields steadied.

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