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The State of Web3 x AI: Q2 2026

The sectors, products, and market conditions shaping the next phase of AI and crypto adoption.

-- Justin Patel, Venture Investor at Decasonic

The market has tightened, but that’s exactly what’s clarifying where real value is being built.

Our Q2 2026 thesis: AI is becoming the interface layer, and Web3 is becoming the infrastructure layer for coordination, ownership, and capital. As models commoditize, value is moving up the stack to products that own workflows, memory, and distribution.

At the same time, crypto is maturing into financial and agent infrastructure, powering tokenized assets, stablecoin settlement, and programmable markets. The result is a sharper focus on where AI and Web3 actually intersect to create defensible systems.

Our six areas of conviction:

• AI Interfaces & Agents : orchestration, memory, and control layers

• AI Applications & Services : workflow ownership + domain execution

• Internet Capital Markets : onchain financial rails + stablecoins

• AI Networks, Platforms & Marketplaces : coordination + resource pricing

• Physical AI : machine economies and real-world deployment

• Consumer AI : attention, personalization, and user memory

We’re actively investing into founders building here.

Top of Mind

• Paul shares how AI and blockchain are reshaping venture capital by compressing the time it takes to build conviction and deploy capital. He argues that investors now need to interpret real-time signals, combine AI systems with human expertise, and move with speed as company formation, product iteration, and market leadership accelerate. Read the full blog.

Thanks for reading!

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Are you or someone you know building in crypto, AI or Web3? Get in touch with the investment team here.

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