Ethereum, Solana, and Bittensor are positioning to capture value from artificial intelligence through distinct strategies. Ethereum launched the ERC-8004 identity standard for AI agents, which tracks identity, reputation, and work validations on-chain and has been adopted by more than 20 other networks. Solana is becoming the primary venue for tokenized stock trading, hosting over 95% of all tokenized equity activity, and its speed and low cost make it attractive for AI agent development. Bittensor operates a decentralized network of subnets providing AI services like query answering and model training, though its token supply growth currently outpaces user-paid demand, adding risk.
