BlackRock and industry participants discuss how tokenization is expanding into AI infrastructure, with assets like compute, treasuries, and credit moving onchain. Arbitrum is emerging as a key infrastructure platform for programmable tokenized markets, handling significant volumes of stablecoins and real-world assets across stocks, dollars, and credit.
Bitcoin trading discussions on X feature price forecasts reaching $87,000–$90,000, with BlackRock research highlighting AI compute as a major new demand driver for digital assets. Analysts project 3–5x gains in the upcoming bull cycle, while price action shows strong momentum.
BlackRock research argues that AI growth could create a massive digital-asset market around compute, with blockchains and stablecoins enabling AI agents to autonomously discover, finance, and pay for compute resources. The discussion also covers Block's application for a national trust charter focused on digital-asset custody and the importance of verifiable on-chain data infrastructure for decentralized finance.
AI infrastructure tokens rallied this week as revenue became a focal point, with Bittensor subnets generating $28–35M annualized revenue and x402 machine-payment layer expanding across multiple blockchains. Key developments included BNB Chain assembling a full agent stack, Zeta Chain migrating to Solana with private AI focus, and agent credit markets taking shape across platforms like Aave, Render Network, and Akash.