Foreign media commentary suggests that tokenization and AI-driven autonomous payments are converging, potentially becoming a key catalyst for the next phase of certain altcoins. The article’s central assertion is that as machines begin to invoke services and complete settlements without human intervention, demand for on-chain infrastructure around cross-chain interoperability, compliance, payments, and computational power will initially surge.
Chainlink bets on cross-chain and compliance
The article argues that Chainlink stands out in this cycle because it connects blockchains, institutions, and applications, covering data, cross-chain communication, and compliance tools. Its developing Runtime Environment is also seen as capable of serving AI agents and tokenization scenarios.
The author notes that Chainlink has recently expanded its institutional tokenization partnerships, involving projects or institutions such as Amundi, Visa, and Canton. If AI agents need to transfer assets across different blockchains in the future, the role of CCIP could further increase.
- Institutional tokenization projects continue to increase.
- CCIP scope expansion
- Growing demand for AI agent payments
XRP and Stellar target machine payments.
The article argues that XRP is more directly suited than Stellar for low-cost, fast-settlement scenarios. Ripple has integrated the XRP Ledger with RLUSD into the x402 payment standard to enable AI agents to autonomously initiate on-chain payments.
The article states that the number of proxy transactions on the XRPL has recently surpassed one million. RippleX expects this number to rise to ten million or more as adoption continues to grow. Meanwhile, Stellar has been used for payments and tokenization networks, benefiting XLM from demand in both areas.
Supplementary infrastructure such as NEAR and Render
Among other projects, NEAR is viewed as leaning toward agent collaboration infrastructure. The article notes that NEAR’s chain abstraction technology and AI agent marketplace aim to enable agents across different networks to collaborate on tasks. ASI (FET/ASI), on the other hand, focuses more on the agent marketplace itself, emphasizing autonomous communication and interaction between agents.
Render takes a different approach by providing decentralized computing resources. The article also mentions that Quant primarily connects blockchain-based payments with traditional financial infrastructure, while Avalanche, through its partnership with Aether, integrates tokenized ecosystems with AI infrastructure. Sui is also listed as a beneficiary, with the article noting that it has successfully completed a stress test handling over 6 million concurrent transactions.