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Today's News Recap

Payment Partners - Mastercard partners with Kraken to enable Bitcoin payments at 150 million merchants in Europe.

Switching Chains - Aavegotchi ditches Polygon for Coinbase’s Base blockchain.

Custody Expansion - BlackRock adds Anchorage Digital for $45B IBIT and $1.8B ETHA in dual-custody model.

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Messari Research

Proof of Intelligence: The Race for AI-Native Chains

As artificial intelligence becomes more embedded in the fabric of modern software, a new wave of blockchain protocols is emerging to support the unique demands of AI workloads. Rather than layering AI functionality onto general-purpose blockchains like Ethereum or Solana, a class of AI-native L1s—including Ritual, Sentient, Sahara, 0G, and GenLayer—aims to rebuild the blockchain stack from first principles, tailoring it to the probabilistic & compute-heavy nature of typical pipelines. Borrowing inspiration from platforms like Hugging Face, these ecosystems seek to integrate the entire AI development lifecycle—from data collection and model training to deployment and monetization—with the added benefits of onchain transparency, incentive alignment, and programmable licensing.

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