# stablecoins — X 热门讨论 (2026-09-23 10:36 UTC)
## @RaoulGMI (Raoul Pal) · 09-23 10:19 · ♥103 ↻6 💬15 Funnily enough I wrote about this yesterday...
BlackRock gets the rails right:
- AI is machine native intelligence, crypto is machine native money - Agents cant use banks so they need blockchains - Stablecoins are the money they pay with - Compute becomes a tokenised asset class
But they stop at money and compute. The machine economy needs far more than that... identity, contracts, attention, energy, information itself. All of it gets tokenised, and most of those asset classes dont exist yet.
Everything will be a token. And I mean everything. > 引用 @BlackRock: Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. https://t.co/z5T88Orble https://t.co/GMxQqTVmUN https://x.com/RaoulGMI/status/2102704285905502616
## @DomOnChain (Dom T.) · 09-23 09:13 · ♥70 ↻3 💬24 Circle x Binance partnership in a nutshell 👇
🔵 W for USDC
@binance will push USDC across its global platform, especially in emerging markets
we're talking about the biggest crypto exchange in the world with >330 million users
don't forget that Binance is becoming much more than a crypto exchange... it's becoming a financial super app so USDC gets pushed into payments, savings, investing & much more
🟡 W for Binance
Binance gets even closer to one of the most regulated names in stablecoins
@USDC is already MiCA compliant in Europe while Circle also received approval this year to establish a US national trust bank
Binance also invested $100m directly into @circle so they're literally invested in its success now
Circle brings USDC, Binance brings the distribution
I wouldn't be surprised if the top stablecoin rankings look VERY different 5 years from now. > 引用 @circle: Circle 🤝 @binance
Circle and Binance are continuing to build together through a new five-year commercial agreement to expand USDC access across emerging markets.
Binance has also made a $100M strategic investment in Circle.
https://t.co/I0CIUBUoCZ https://t.co/zQ9f9EiYTk https://x.com/DomOnChain/status/2102687770254700682
## @SherifDefi (Sherif) · 09-23 10:03 · ♥64 ↻6 💬7 Blackrock gave CT favorite thesis an institutional stamp: "the machine-native economy."
The argument?!
Not "ai is bullish for crypto" in the abstract but existing rails choke on sub-cent, 24/7 machine payments, human account setup, fees that don't scale down, inconsistent settlement.
Stablecoins fit that gap specifically and we’re not talking about theory:
— x402 — tempo's machine payments protocol — circle's agent wallets — okx’s agent payments
All live, all processing concrete volume already.
Blackrock's naming a trend that's already running. https://x.com/SherifDefi/status/2102700358535454884