Jonathan King — Coinbase Ventures - The Rise of Onchain AI: Agents, Apps, and Commerce - May 2025
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About Jonathan King — Coinbase Ventures - The Rise of Onchain AI: Agents, Apps, and Commerce - May 2025
A research report and market map by Coinbase Ventures exploring the convergence of crypto and AI, focusing on the emerging Onchain AI economy. The report outlines three fast-emerging pillars: autonomous agents executing onchain actions, AI-powered applications (DeFi, gaming, consumer), and agentic commerce where AI agents transact trustlessly via crypto. Published by Jonathan King in May 2025, it provides insights into how onchain AI differs from decentralized AI and where the most activity is occurring.
Key Features
Research on the convergence of crypto and AI
Market map of the Onchain AI ecosystem
Three pillars: Agents, Applications, Agentic Commerce
Comparison of onchain AI vs decentralized AI
Insights from Coinbase Ventures and Jonathan King
Pros & Cons
Pros
- Provides a comprehensive overview of the emerging Onchain AI economy
- Backed by Coinbase Ventures' research and market analysis
- Offers actionable insights for founders, investors, and developers
- Clearly delineates the three key pillars of Onchain AI
Cons
- Limited to a single venture capital perspective (Coinbase Ventures)
- Primarily high-level overview, not a technical deep dive
Best For
Understanding the crypto x AI landscape for investors and buildersIdentifying investment opportunities in Onchain AILearning about autonomous agents on blockchainExploring AI-powered DeFi, gaming, and consumer apps