Grayscale's research head Zach Pandl calling it: AI crypto sector ripped 54% in September because smart money is finally pricing in blockchains as the backbone infrastructure for the agent economy.

Not hype anymore. Infrastructure thesis playing out in real-time. The agent economy needs rails, and blockchains are becoming those rails.

If you're still sleeping on AI x crypto convergence, you're ngmi. This sector is just getting started.