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AEON wraps up TGE and expands exchange listings as it builds a settlement layer for AI agents
Franklin Temp
2026-07-22 17:48:54

Franklin Templeton says altcoins may be needed to capture the Agentic AI trade

Franklin Templeton’s head of digital assets and innovation, Sandy Kaul, argued that investors relying only on AI-linked equities could miss the next stage of the artificial intelligence trade as autonomous agents begin transacting onchain. In an article posted Tuesday on the asset manager’s verified X account, Kaul said investors seeking exposure to decentralized networks and businesses will need to own the cryptocurrencies and altcoins issued by those systems, adding that such assets could become core portfolio holdings for those targeting the emerging Agentic AI opportunity. Her argument centers on payments. Kaul said legacy card and banking rails are poorly suited to machine-to-machine micropayments, contrasting standard card transaction costs of 2% to 3% plus about $0.30 with AI agent payments that average $0.001 for a second of compute or a data query. She pointed to blockchain networks, where transactions require payment in the native token, as a better fit. Kaul also cited external estimates that agentic commerce could reach $3 trillion to $5 trillion by 2030, noted that 38% of organizations expect AI agents to work alongside humans by 2028, and referenced Coinbase’s x402 standard, the Linux Foundation, and a machine payments protocol from Stripe and Visa. The article included risk disclosures and did not recommend any specific token, though SOL was mentioned as an example of a network fee asset.

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Franklin Templeton says altcoins may be needed to capture the Agentic AI trade