BlackRock: AI Agents Will Drive Stablecoin Demand as Machine Payment Rails
- —BlackRock says stablecoins suit machine-to-machine payments due to 24/7 settlement
- —Adjusted stablecoin transaction volume exceeded $11 trillion in 2025
- —Stablecoin market cap rose above $300 billion by September 2026
- —Cloud revenue of Amazon, Microsoft and Google could reach about $1.1 trillion by 2030
Why it matters: BlackRock's thesis cements stablecoins as payment infrastructure for the AI economy, potentially expanding their role beyond crypto trading.
Source: BitcoinKE