DWF Labs Says Market Underprices AI-Crypto Convergence

DWF Labs' argument is essentially a claim about mispricing, and it leans on where venture money is currently going rather than on crypto-native fundamentals. The firm's own framing gives the tell: frontier capital prefers space, robotics and AI, so the convergence case rests on compute markets and agent payments maturing into something capital can underwrite. That makes the next year a test of execution, not narrative — whether on-chain compute markets attract real usage is the open question, and agent-driven trading and payments are the leading indicator worth watching.