2026-01-22 11:42:35

At the Davos Forum, Circle's leader Allaire presented an interesting viewpoint — stablecoins will be the only system capable of enabling billions of AI agents to conduct large-scale transactions. It sounds quite idealistic, but his logic also makes sense: stablecoins have stable value and low volatility, which makes them a perfect payment infrastructure in an AI-driven economic system. When a massive number of AI agents conduct transactions simultaneously, a medium that can ensure value anchoring and is reliable enough is needed — and stablecoins happen to meet these conditions. This judgment reflects a new industry understanding of the future role of stablecoins.

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ChainSpy

· 5h ago

Is stablecoin the only way out for AI trading? That argument is a bit absolute... but it's clear that Allaire is paving the way for USDC.

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MagicBean

· 5h ago

Stablecoins as the payment layer for the AI economy is a logical approach, but claiming "the only" option is a bit absolute. It still feels like promoting their own products.

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PuzzledScholar

· 5h ago

The idea of stablecoins sounds like it's paving the way for Circle... However, AI-powered large-scale trading definitely needs a reliable settlement tool, and I agree with that. Ultimately, it still depends on whether USDC can truly stay stable, and not pull another Luna-style "stability." Allaire is now talking about AI; why didn't he do that earlier... Wait, billions of AI agents? That's the real black swan, more mysterious than the stablecoin itself. Not to hype or criticize, but stablecoins are indeed the most uncontroversial infrastructure, but calling it the "only" one might be a bit exaggerated.

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AirdropSkeptic

· 6h ago

Stablecoins handle AI proxy trading? I buy into this logic, but Allaire's statement is a bit absolute... When that day comes, it will still depend on how each country's central banks handle it.

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PancakeFlippa

· 6h ago

Stablecoins are definitely a good topic, but the word "only" sounds too absolute. AI-powered trading indeed requires a stable payment layer, but when that day comes, multi-chain ecosystems will definitely need to get involved as well, right? Feels like Allaire is a bit overly optimistic about USDC haha.

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