Alchemy – Weekly Recap

Alchemy advanced its strategy as a core Web3 infrastructure provider this week, unveiling new products and partnerships targeting onchain finance, AI-driven markets, and agentic commerce. The company emphasized high‑performance rails with sub‑50 millisecond response times and 99.99% uptime that already support roughly $4 trillion in annual transaction value.

Alchemy announced a partnership with Privy to deliver an end‑to‑end onchain finance stack that spans seamless onboarding to transaction execution. Privy supplies embedded wallets, email and social logins, and progressive self‑custody, while Alchemy handles gasless transactions across EVM and Solana, allowing users to transact without managing private keys or native tokens.

Early adopters such as Slash and Gensyn are already running production workloads on the combined Alchemy–Privy stack, suggesting initial product‑market fit among developers building institutional and consumer finance applications. The integrated approach is positioned to lower friction for traditional financial and fintech players exploring blockchain‑based offerings and could support higher transaction volumes over time.

The company also highlighted its role in powering Delphi, an AI‑settled information market developed by Gensyn that uses artificial intelligence as a neutral arbiter of outcomes. Delphi is described as permissionless and verifiable, with creators owning their markets, participants earning rewards, and fees partly used to burn the $AI token while paying creators in USDC.

Delphi runs on the same Alchemy coordination infrastructure used by platforms such as Robinhood, Stripe, and Coinbase, extending Alchemy’s footprint into AI‑enabled prediction and information markets. All information generated on Delphi is public and available for AI training, underscoring a convergence of crypto and AI workloads atop Alchemy’s infrastructure.

In parallel, Alchemy aligned more closely with the Solana ecosystem by serving as a founding member of the Solana Research Institute. The firm promoted the Institute’s “Financial Institution’s Guide to Solana,” a due‑diligence‑style resource addressing technology, economics, governance, regulation, and key institutional concerns such as stability and concentration risk.

Alchemy is also targeting the emerging “agentic commerce” segment with its AgentPay open beta, a protocol‑agnostic payment proxy designed to unify fragmented agent payment rails. Merchants can register an existing API once, and Alchemy manages translations across multiple agent‑focused protocols without requiring code changes.

The company cited growing investment in agent‑driven payment infrastructures by players including Google, Stripe, Coinbase, Visa, Mastercard, and American Express, alongside a Morgan Stanley estimate that agentic commerce could reach $385 billion by 2030. AgentPay aims to act as an interoperability layer that reduces integration costs for merchants and automatically supports new protocols as they launch.

Collectively, these developments suggest Alchemy is deepening its presence in institutional onchain finance, AI‑driven markets, and emerging agentic commerce while reinforcing its performance‑driven infrastructure positioning. If adoption of these stacks and platforms grows, the company could see increased usage‑linked revenue and a stronger role as a foundational provider in the digital asset and next‑generation payments landscape.