Svmuu News a16z crypto partner Guy Wuollet stated in Fortune's Crypto Playbook program that the crypto industry is maturing and is currently in the "shirt era," not yet fully formalized but having moved beyond the early stages. He pointed out that the dominant trend in the current crypto industry is Wall Street's rapid adoption of blockchain technology. Traditional financial giants like BlackRock and Fidelity are not only offering Bitcoin ETFs but are also embracing blockchain technology in areas such as stablecoins and tokenized stocks.
Wuollet also noted that the integration of blockchain and AI is laying the groundwork for on-chain agent commerce. He mentioned that a significant number of talents from the consumer AI sector are entering the crypto industry because they believe the first agent payments will occur on-chain. Stripe also discussed agent payments in its annual letter. Regarding the potential fragmentation issue caused by different payment standards, Wuollet believes AI models excel at understanding different systems, so this is unlikely to slow down adoption.