Thesis
Mobile and AI agents are the next two waves of onchain demand. Consumer fintech, gaming, creator, and AI-agent products are the buyers driving wallet-backed apps this decade. They need infrastructure, not chain-specific tooling. The point-tool stack — wallets vendor plus tokens vendor plus NFTs vendor plus RPC plus agent layer — does not scale; the whole-stack vendor wins these accounts. Agent-native is the differentiator, not a bolt-on.