gm all!

I wrote a piece on X on why I believe crypto rails will be valuable to AI builders in a hopefully first-principles, product-focused away: https://x.com/karsenthil/status/1904167644732805603

Curious what everyone here thinks!

Karthik Senthil

building @zksync, venture partner @latticefund, co-founder chainstory.xyz & writer karthikoncrypto.xyz, FID 681

Great article

🤝 I agree „tokens can be incredibly powerful to bootstrap network effects — if harnessed properly by builders.“ we‘ve seen many supply sides grow fast, sometimes we‘ve also seen some hype cycles through some „flywheel“ but no great token-product fits yet.


💯 „Tokens (themselves) are one of the few things crypto has found true PMF for, but they aren't magic bullets: without a clear use case or utility, they can create negative network effects as their value drops to zero.“

I also believe AIs, whether that‘s Bots or more sovereign agents, can benefit a lot from operating on crypto rails with their own wallets but also by enforcing certain rules while learning from user interactions. Hence, hope to see some more unsexy „safe playgrounds“ and ofc incentives targeted more specifically at deep learning in specific niches aka product improvements.

Not yet sure if we‘re better off with radical Open Source in this area or not.

Token analyst. Talk to me about growth, product, econ, crypto, football, sports, outdoors