JUST IN: BlackRock says AI compute could be tokenized in the future.
Sep 23, 2026 · 1:46 AM UTC
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tokenizing compute is cool but it's literally just step one
the real meta is when agents start buying the compute themselves
then we get a massive allocation problem. who decides which agent actually deserves the juice
capital isn't gonna fund agents based on vibes. it'll flow to the ones with verifiable economic track records. that's the actual endgame
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