The bigger signal is that institutions like BlackRock are starting to think about AI, tokenization and crypto as parts of the same system. That matters for DeFi because institutional participation can speed up the creation of entirely new onchain asset classes — compute today, potentially data, energy and other machine resources tomorrow. AI may bring the demand. Institutions can bring scale, legitimacy and capital. DeFi could end up sitting in the middle, turning those new machine-native assets into markets.
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