Grayscale: As AI Disrupts Tech Stocks, Blockchain May Emerge as a Long-Term Winner
Svmuu News: As artificial intelligence triggers volatility in tech stocks and drags down the software sector, digital asset management firm Grayscale stated that blockchain and AI are not in competition with each other but are complementary in the long term, and that blockchain is poised to become a key infrastructure for the AI economy. Zach Pandl, Head of Research at Grayscale, noted that while recent price movements in crypto assets have been highly correlated with the decline in software stocks, this synchronized pullback masks a more constructive long-term relationship between the two technologies. So far this year, the S&P 500 Software Index has fallen by approximately 20%, with the market capitalization of software and services companies evaporating by about $1 trillion, putting pressure on crypto market valuations as well. Pandl believes that in the future, if AI agents are equipped with digital wallets, they will be more likely to conduct transactions via blockchain rather than the traditional banking system. Blockchain’s characteristics—including 24/7 operation, global accessibility, rapid settlement, and transparent verifiability—make it the ideal infrastructure for AI agents to perform automated payments and transactions. The growth in small-value, high-frequency stablecoin transactions may serve as a key indicator of this trend. Additionally, Grayscale believes that blockchain could help mitigate some of the risks associated with AI, such as the difficulty in verifying data sources, the proliferation of deepfake content, and the centralization of technological control. Public blockchains can provide verifiable records and a more decentralized infrastructure, thereby creating a system of checks and balances. However, the report also notes that AI technology may present new challenges for crypto networks, including the potential for more efficient on-chain monitoring to undermine privacy protections, as well as the possibility that AI tools could uncover new security vulnerabilities in smart contracts. Overall, Grayscale believes that the rapid development of AI will create new use cases for blockchain rather than replace the crypto industry.
No AI analysis yet. Tap the "AI Analysis" button above to generate one now.
Source:Odaily · Source Link
Disclaimer: This content reflects only the author’s personal views and does not constitute any investment or financial advice. If you discover any content that violates regulations,Click to Report
24H Trending
-
1
Goldman Sachs' latest research report: Maintains its year-end 2027 gold price target of $5,400, but lowers its year-end 2026 forecast to $4,650, stating that Federal Reserve rate hikes will only slow short-term gains, and central bank gold purchases are the core driver.
-
2
Fitch Raises Private Credit Default Rate to Record 6.3%, Pimco's "Shadow" Indicator Shows 19%
-
3
Hong Kong Financial Secretary Christopher Hui: The government is studying expanding the scope of RMB usage, including promoting RMB payment for stamp duty on stock transactions and an RMB counter for Stock Connect Southbound Trading.
-
4
Fed rate hike to 3.75%-4.00% pushes 1-year Treasury yield to 4.45%, making crypto lending less attractive
-
5
DxChain Token (DX) Project Analysis and Market Status
-
6
API3 Token: Decentralized Oracle Project Analysis and Market Status
-
7
FINIX (Definix) Current Status Analysis: Valuation and Long-Term Investment Potential Assessment
-
8
SHIBIC Coin Value Analysis: Zero Market Activity and Investment Risk Warning
-
9
BLAB Coin and LAB Token: Multi-Project Analysis and Market Status
-
10
HKMA: The total number of stored value facility accounts reached 90.38 million in Q2 2026, a quarter-on-quarter increase of 1.8%.
Markets Today
Recommended Reading







