📰 How big is AI’s potential really? BlackRock says we still haven’t fully understood it

In its latest report, BlackRock notes that AI technology could become a powerful driver of crypto demand. Specifically, AI agents may increase demand for stablecoins and programmable payment rails, while tokenized compute capacity could open up new opportunities for digital assets. This is the first time a major institution has laid out, in such a systematic way, how AI and cryptocurrencies could interact.

Why is this news important?
BlackRock is the world’s largest asset manager by assets under management, and its latest view is a clear indicator of market direction. This isn’t just a generic bullish take on crypto—it outlines three concrete application scenarios in which AI could reshape the digital-asset industry: 1) stablecoins could become the settlement layer for AI trading and payments; 2) programmable payment rails could give digital currencies some characteristics of traditional financial systems; 3) tokenized compute capacity might create an entirely new source of value for digital assets. In other words, AI is shifting from being a potential enabler of crypto demand to becoming an application scenario that directly creates demand.

Impact on the market
For BTC and ETH, this suggests two possible upside narratives:
1) In the short term, AI-themed stocks (such as $ETH ) could benefit from institutional sentiment and see a sentiment-driven breakout.
2) In the medium term, if AI application scenarios are rolled out, digital currencies could transition from speculative assets to utility-based assets.

Reference to a similar historical event: In 2018, when Facebook attempted to launch Libra, institutions had both concerns and expectations regarding crypto payment rails.

💡 BlackRock’s view implies that AI could become crypto’s second growth curve. If AI applications are deployed faster than expected, $ETH could have further upside potential above $2,800. If soaring compute costs lead to setbacks for AI application scenarios, the $2,750 support line could be broken. If regulation clearly limits the interaction between AI and crypto, this logic would be invalidated.

This article has no project sponsorship. The author does not hold any of the assets mentioned.

According to CoinTelegraph

⚠️ Not investment advice; forecasts are for reference only

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