Seven AI x Crypto predictions + full thesis post 👇 1. Decentralized training won’t beat SOTA (and that’s fine): Through 2027, decentralized training won’t beat centralized frontier models; its wins will be cost, resilience, transparency, and ownership. I think decentralized setups make most sense in terms of enabling domain-specific models, frequent fine-tunes, and in a regulated context that values auditability and control. 2. Small models: By 2027, small, domain-specific models will power most real-world usage of decentralized training networks. Small models are cheaper to train, easier to verify, and don’t require hyperscale infra. Their edge is performance-per-dollar and the ability to run on edge devices and agent wallets. 3. Provable inference becomes default in DeFi: By 2027, most major onchain DeFi protocols will require verifiable inference (TEE/zk) for any model-driven decisions. Cheap TEEs and improving zk tech will mean we can attest that a specific model, with a specific input and version, produces a specific output that moved money. 4. An “agent passport” becomes a shared standard: By mid-2027, a common “agent passport” (keys, version, rules, and reputation) is adopted by major chains and apps. As agents become active onchain participants, apps need a shared way to know who they are, what they’re allowed to do, and how to limit them. I think a common standard emerges, embedding important information like wallet, rules, version, and reputation. It’s like a credit report for agents. 5. Agent transaction share: By July 2026, >5 % of all transactions on Base will be initiated by verifiable onchain agents (i.e., not sniping or MEV bots) that operate under transparent, pre-defined rules. 6. Agent-powered prediction markets reshape DAO governance: By 2027, major DAOs will incorporate agent-driven prediction markets as a core governance primitive. This is essentially AI-powered Futarchy, but where agents with wallets represent human tokenholders and use data-driven forecasts to place and resolve bets on proposals. 7. Onchain agent swarms coordinate by default: By 2027, at least one successful protocol or app will be built and operated entirely by a persistent, multi-agent system, with coordination, communication, and evolution handled onchain. Instead of “one agent, one task,” there’ll be agent swarms with shared memory, rules, and incentives, enabling full autonomy for protocols. These predictions are my current best guess, but the real fun is in the journey. If you’re a founder building something that challenges these ideas or brings them to life, I’d love to learn alongside you. My DMs are always open. For a full breakdown of the thesis behind these predictions, you can read the full post:
Anthony Avedissian
Anthony Avedissian31.7.2025
AI is the most powerful platform shift of our time, but it’s being shaped by a small group of companies racing to control every layer of the stack: compute, data, models, and distribution. I believe the future of AI shouldn’t be monopolized, and that the most transformative systems will be built on open, decentralized infrastructure. AI agents are becoming active participants in software, and they need environments where they can hold assets, follow rules, and transact. Blockchains, which are now fast, cheap, and expressive enough to support real AI infrastructure, provide that foundation. Decentralized, credibly neutral, and user-owned, they offer exactly what today’s AI systems lack. And for the first time, they’re ready. Just a year ago, decentralized training was dismissed as technically unfeasible, even by leading AI researchers. But breakthrough research like OpenDiLoCo @PrimeIntellect, DeMo @NousResearch, and Protocol Models @PluralisHQ are flipping that assumption. For the first time, high-performance AI training is not only possible on decentralized networks – it’s working. Exceptional teams are focused on core decentralized AI infrastructure. While I believe there will always be opportunities in improving compute, training, and data layers, I see the most practical wedge in agent infrastructure: the frameworks, wallets, and coordination and reputation layers that enable autonomous systems to interact, transact, and evolve. This is where the Crypto x AI stack starts to become real. As primitives for identity, payments, memory, and coordination mature, we’ll move from isolated agents to persistent, interconnected networks of agents cooperating, competing, and evolving onchain. These agent networks will become the foundation for new types of products, experiences, and organizations. Over time, I expect this to unlock fully autonomous agent swarms, governed by cryptographic rules, not corporate APIs. I'm looking to back ambitious, pre-product founders who are building years ahead of the market, starting from day zero. DMs open.
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