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The Web3 x Physical AI Market Map

Early Innings Emerge of a $100B Market

-– Abdul Al Ali, Venture Investor at Decasonic

We also published a live interactive version of our market map here. If you are building at this intersection, reach out to us at Decasonic: link. 

Introduction

We are excited to introduce the Web3 x Physical AI Market Map. Decasonic is proud to be the first crypto-native venture fund to publish a market map of this intersection. We believe the integration of blockchain and web3 tokenization and coordination will enhance the trajectory of AI adoption in the physical world. This article follows a significant, recent announcement by Google. This announcement enables Google’s Cloud A2A protocol to be used and communicated by AI Agents, with the recent addition of x402 integration enabling agent-to-agent commerce. We believe this announcement increasingly expands the market opportunity at the intersection of Web3 x AI, but also is a measure of the potential machine-to-machine payments that will be enabled by the intersection of Web3 and physical AI. The intersection is emerging to create new market leaders and we believe, over time, market leaders building at this intersection will accrue and sustain long term value. 

Our latest deep dive into the Web3 x AI supercycles focuses our perspectives on Web3 x Physical AI, a landscape that includes AI robotics, wearables, devices and other vehicles as interfaces. It represents the expansion of the market from software, agentic digital to agentic physical, amongst the other opportunities actively emerging at the intersection. 

Top of Mind

• Paul shared his insights on the recent CoinDesk Policy & Regulation Summit in DC in a recent LinkedIn post here

• Abdul shared his key learnings on the SEC Commissioner’s remarks on crypto and AI at Chicago in a recent LinkedIn post here

• Eugene shared his experience at the Annual Quant Event hosted by Databento and Architect in a recent X post here

Where to Find Us

• Paul will be @ Executive House: AI, Cybersecurity & The Leadership, Sep 25, 2025

• Paul, Abdul and Eugene will be @ Token2049 Singapore, Sep 28 - Oct 2, 2025

• Abdul will be @ SF Tech Week, Oct 8 - 11, 2025

• Paul will be @ 1871 Emerging Tech Innovation Week, Oct 14, 2025

Thanks for reading!

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Are you or someone you know building in crypto or web3? Get in touch with the investment team here.

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