Circle’s Allaire Says Stablecoins Are Essential for AI-Powered Payments

[AIcash]

Jeremy Allaire says stablecoins could become the backbone of payments for artificial intelligence systems, citing their programmability and global reach.

At Davos, the Circle CEO argued that billions of AI agents will require a native digital payment layer and that stablecoins are currently the only viable option. He compared stablecoin growth to government money market funds, which expanded to roughly $11 trillion without destabilizing bank lending.

Allaire also noted that lending is already shifting away from banks toward private credit and capital markets, suggesting stablecoins could support new lending models.

Other industry leaders echoed the view. Former Binance CEO Changpeng Zhao and Galaxy Digital CEO Michael Novogratz have both said AI-driven transactions could become one of the largest future use cases for stablecoins.

[kevin1]

stablecoins powering ai payments actually makes sense. trillions of ai agents moving microtransactions would choke legacy rails fast.