AI agents should be paid with stablecoins—this is ten thousand times more interesting than those “AI agent concept coins.”
It’s not people buying coins; it’s machines buying. Machines don’t have emotions, they don’t FOMO, and they don’t get washed out in a panic dump in the middle of the night. Their payment needs are rigid—bandwidth, compute power, and storage services. These are settled with stablecoins, bypassing the traditional banking system: 24/7, real-time, zero friction.
I mentioned earlier that Binance is building infrastructure for AI agents, and at the time I felt it was institutions laying groundwork. But now I think the deeper gears are moving—if AI agents become one of the main users on-chain, then the demand for stablecoins is not something that “ten million users” can compare to. It’s “ten million machines” × 7 × 24 × 365.
That’s the real incremental growth. Not ETFs, not institutions—silicon-based users.
It’s not people buying coins; it’s machines buying. Machines don’t have emotions, they don’t FOMO, and they don’t get washed out in a panic dump in the middle of the night. Their payment needs are rigid—bandwidth, compute power, and storage services. These are settled with stablecoins, bypassing the traditional banking system: 24/7, real-time, zero friction.
I mentioned earlier that Binance is building infrastructure for AI agents, and at the time I felt it was institutions laying groundwork. But now I think the deeper gears are moving—if AI agents become one of the main users on-chain, then the demand for stablecoins is not something that “ten million users” can compare to. It’s “ten million machines” × 7 × 24 × 365.
That’s the real incremental growth. Not ETFs, not institutions—silicon-based users.