Foreign media: AI payments and tokenization may drive various altcoins

Foreign media commentary suggests that tokenization and AI-driven autonomous payments are intersecting, which could become a key catalyst for the next stage of certain altcoins. The core assessment of the article is that as machines begin to invoke services and complete settlements without human intervention, the demand for on-chain infrastructure related to cross-chain, compliance, payments, and computing power will grow first.

Chainlink bets on cross-chain and compliance

The article points out that Chainlink stands out in this new trend because it connects blockchains, institutions, and applications, covering data, cross-chain communication, and compliance tools. Its ongoing Runtime Environment initiative is also seen as able to serve AI agents and tokenization scenarios.

The author mentions that Chainlink has recently continued to expand institutional tokenization collaborations, involving projects or institutions such as Amundi, Visa, and Canton. If AI agents in the future need to transfer assets across different blockchains, the role of CCIP may become even more pronounced.

• Institutional tokenization projects continue to increase
• CCIP adoption scope expands
• Growth in AI agent payment demand

XRP and Stellar target machine payments

The article notes that XRP and Stellar are more directly aligned with low-cost, fast settlement scenarios. Ripple has integrated the XRP Ledger and RLUSD into the x402 payment standard to support AI agents autonomously initiating on-chain payments.

According to the article, the number of agent-type transactions on XRPL has recently surpassed 1 million. RippleX expects that as adoption advances, this figure could rise to 10 million or even higher. Meanwhile, Stellar has already been used for payment and tokenization networks, allowing XLM to benefit from both kinds of demand.

NEAR, Render, and others supplement infrastructure

Among other projects, NEAR is seen as leaning towards agent collaborative infrastructure. The article mentions NEAR's chain abstraction technology and AI agent marketplace, which aim to enable agents on different networks to coordinate tasks. ASI (FET/ASI) is more focused on the agent marketplace itself, emphasizing autonomous communication and interaction among agents.

Render takes a different route, providing decentralized computing power resources. The article also mentions Quant, which mainly connects blockchain-based payments with traditional financial infrastructure, while Avalanche combines tokenization ecosystems with AI infrastructure through partnership with Aether. Sui is also listed as a beneficiary, with the article noting it has completed stress testing with over 6 million concurrent transactions.