The future of AI commerce won't be shaped by wallet infrastructure alone. What matters is something deeper: authorization mechanisms, intent recognition, privacy preservation, and access to shared liquidity pools.

Kredo is building exactly this stack. The team recognized early that AI Agents need a fundamentally different operating environment than traditional DeFi users—one built on layered permissions, transparent intent signaling, and pooled liquidity sources.

Once you see how these pieces fit together, the investment thesis becomes compelling. This isn't just another infrastructure play; it's the connective tissue AI Agents will require to actually scale beyond isolated use cases. The more projects that adopt similar standards, the faster the whole ecosystem unlocks.