BlackRock report says AI convergence with digital assets may make stablecoins useful for agent payments

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BlackRock:AI Adoption may become a structural catalyst for digital assets, while stablecoins and computing-power assets may become AI economic infrastructure

According to Beating AI news, BlackRock stated in its latest report, “The Machine-Native Economy,” that AI and digital assets are rapidly converging:AI represents “machine-native intelligence,” while digital assets represent “machine-native money.” As AI agents begin purchasing services autonomously and initiating financial transactions, blockchains can provide machine-readable assets and programmable settlement infrastructure.

BlackRock believes that stablecoins may first become the primary transaction tool for agents’ commercial activities. Compared with traditional payment networks, blockchains are better suited to around-the-clock, high-frequency, small-value machine-to-machine payments. Data shows that, as of 2026 September, stablecoin circulating market capitalization exceeded 300000000000 USD；2025 and adjusted transaction volume exceeded 11000000000000 USD，2020 to 2025 recorded a compound annual growth rate of 80%.

In addition, computing power may become a new major market for digital assets. Analysts expect the combined revenue of AWS, Microsoft Intelligent Cloud, and Google Cloud to reach approximately 2030 by 1100000000000 USD. In the future, rights to use computing power could be standardized and tokenized for transfer, collateralization, and programmable settlement; computing-power futures could also support price discovery and hedging.

BlackRock also noted that agent payments and liquidity in the computing-power market remain at an early stage, but as AI applications expand, digital assets may gradually become important infrastructure for the AI economy.

Original link https://m.theblockbeats.info/flash/369664

Key points

The material states that BlackRock said in its report “The Machine-Native Economy” that AI and digital assets are rapidly converging.
The material states that stablecoins may first become the primary transaction tool for agents’ commercial activities.
The material states that, as of 2026 September, stablecoin circulating market capitalization exceeded 300000000000 USD。
The material states that 2025 year stablecoin adjusted transaction volume exceeded 11000000000000 USD，2020 to 2025 recorded a compound annual growth rate of 80%。
The material states that the combined revenue of AWS, Microsoft Intelligent Cloud, and Google Cloud may reach approximately 2030 year. 1100000000000 USD。
The material states that rights to use computing power may be standardized and tokenized in the future for transfer, collateralization, and programmable settlement.
The material states that agent payments and liquidity in the computing-power market remain at an early stage.

AI-assisted interpretation

The following is analysis, separate from reported facts. Verify important claims independently.

This material defines AI agents as software capable of autonomously purchasing services and initiating financial transactions, and states that stablecoins may be used for high-frequency, small-value payments between machines; rights to use computing power may also be traded or pledged like other assets in the future.

Why it matters to readers

If the material’s assessment is gradually realized, stablecoins and computing-power-related digital assets may become part of the AI economic infrastructure.

It helps beginners understand the potential connection between AI and digital assets:AI executes transactions, while the blockchain records assets and handles settlement.

Risks and unknowns

The material is a secondhand account of a BlackRock report and does not provide the original report or an independent source for verifying the statistical data.
The material does not confirm whether agent payments will result in large-scale stablecoin settlement.
The material does not confirm whether tokenization, collateralization, or futures products for rights to use computing power have already been launched.
The material uses wording such as “may” and “could”; these long-term assessments have not yet been substantiated.

BlackRock report says AI convergence with digital assets may make stablecoins useful for agent payments

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