Helo Binance ...

🧠 Where is smart money actually going in 2026?

At *Binance Online 2026, CZ, Chamath Palihapitiya, and Pomp* sat down for one of the most insightful panels of the year - and the AI angle was impossible to ignore.

📍*Here's what stood out*:

👉Chamath's "dirt to token" framework breaks AI infrastructure into 4 layers: physical data centers → critical hardware (batteries, rare earths) → the AI control plane (software where agents meet humans) → distributed compute. He's betting on all of them.

👉CZ is playing picks & shovels. While everyone debates which AI model wins, CZ is focused on the infrastructure powering all of them.

His take? AI is the catalyst for the next leap in robotics and biotech- but the real opportunity is in what sits underneath.

👉The AI x crypto convergence is already happening. CZ wants all of Binance's infrastructure to be "agentic-ready" - so AI agents can hold wallets, move stablecoins, and execute trades autonomously. The future isn't human vs AI in finance. It's AI running the backend.

👉 Read the full article with insights from CZ and Chamath's panel here:

https://s.binance.com/vZMdkvwD