Macro· ★★★★· bullish·

BlackRock Says AI Agents Need 'Machine-Native Money': Stablecoins to Spend, Bitcoin to Save

  • BlackRock says cards and ACH fall short for AI agents, with settlement taking up to a business day
  • Stablecoin supply tops $300 billion, with 2025 adjusted volume at $11 trillion
  • BPI study: 36 models gave 9,072 answers, picking Bitcoin for savings 79.1% of the time
  • Stablecoins were chosen for spending in 53.2% of answers, bank money under 9%
Why it matters: The world's largest asset manager is shaping the narrative around AI-agent payments, reinforcing demand for stablecoins and Bitcoin as a reserve asset.
Source: BeInCrypto