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Armstrong-Allaire 2028
#stateofcrypto

Fintech VC is crypto VC now. There’s no middle ground.

There are decades when nothing happens. And days when
- $CRCL IPO
- Aaron Rodgers signs with the Steelers
- Coinbase lists Fartcoin
...

I’m often asked why AI agents need to be tokenized. It’s because crypto can price what traditional markets can’t.

Tokenization lets us trade, own, and incentivize AI (and agents) directly by creating liquid markets. This has and always will be crypto's superpower.

Since May ’24 the AI-crypto index is +87%, blowing past $BTC's +54% and every other sector.

AI has a crypto category has outperformed all others since May '24. Which projects in particular you ask?

Phase 1: TEEs & ZK are “blockchain hacker toys”

Phase 2: "Real world adoption"
WhatsApp’s AI “private processing” lives in SGX TEEs. Google Wallet uses ZK for age.

Phase 3: "Blockchains become the backend of the internet"
Push those attestations & proofs on-chain.