BlackRock isn’t talking about a new narrative this time—it’s placing AI and digital assets directly on the same industry chain.

According to PANews, citing a post by BlackRock on the X platform, its latest research report, <i>The Machine-Native Economy</i>, suggests that the widespread adoption of AI could bring new demand, utility, and application scenarios for digital assets. The report defines AI as “machine-native intelligence,” treats digital assets as “machine-native money,” and notes that AI agents capable of executing financial transactions would make digital assets a key piece of infrastructure for a self-governing digital economy.

What’s even more worth paying attention to here isn’t any single token, but where demand may go next. PANews also mentions that the current circulating market capitalization of stablecoins exceeds $300 billion, and after adjustments in 2025, trading volume reached $1.1 trillion. If the market continues to treat such statements as institutional-level signals, directions related to stablecoins, payments and settlement, and on-chain finance are more likely to see a reaction first. A more realistic question is: do you think stablecoin ecosystems will benefit first, or high-throughput L1/L2 chains will get noticed by capital first?

Image 1: BlackRock says it may open up new demand for digital assets · Source: partial screenshot of the page
Image source: https://www.panewslab.com/zh/articles/01a0cc1e-4d0c-70c4-91ad-c329524eedea