# stablecoins — X 热门讨论 (2026-09-23 08:25 UTC)
## @AiTraceRoot (AiTraceRoot) · 09-23 06:48 · ♥364 ↻0 💬30 AI is learning to read the world. Blockchain is making the world machine-readable.
That convergence matters.
AI turns language into tokens. Tokenization turns assets into on-chain data. Stablecoins enable machines to move value. AI Agents can then interact with that value programmatically.
The next challenge?
Making all of this data understandable.
That’s where AiTraceRoot comes in — connecting on-chain data with AI-driven analysis to turn machine-readable activity into actionable intelligence.
AI + On-Chain Data → The next intelligence layer. 🔍 > 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/AiTraceRoot/status/2102651181541806099
## @konnex_world (Konnex) · 09-23 07:52 · ♥69 ↻28 💬18 The world's largest asset manager just described machine-to-machine commerce:
Agents paying for compute on programmable rails, in stablecoins.
Konnex is building this for physical AI.
Robot labor priced in open markets, settled in stablecoins, proven on-chain. https://t.co/DZVWjJCWgq > 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/konnex_world/status/2102667489855606901
## @raintures (Rain) · 09-23 08:11 · ♥52 ↻6 💬21 $BCH +27%. $UNI +5.4%. Same CME catalyst, completely different trade.
CME announced futures for both, yet BCH jumped 14% in the first hour and kept attracting volume for hours afterward.
Daily Coinbase volume reached roughly 105.6K BCH vs 48.3K the previous day.
UNI initially popped 11%, gave the entire move back within two hours, then recovered only part of it.
Meanwhile $BTC finished slightly red and market breadth was basically 50/50: 64 of the top 125 non-stablecoins up, 61 down.
Personally, that makes this look less like another broad risk-on day and more like the market aggressively repricing specific access catalysts.
CME itself is becoming relevant here: its crypto complex averaged around $8.3B in daily notional during H1 2026, and BCH + UNI would bring this year’s new crypto futures additions to seven. https://x.com/raintures/status/2102672254135857352
## @BSCNews (BSCN) · 09-23 06:45 · ♥62 ↻7 💬7 BlackRock Sees Blockchains Becoming AI Payment Rails
BlackRock published a new whitepaper on September 22 examining AI and digital assets.
The paper, titled “The Machine-Native Economy,” explores how AI agents could use blockchain infrastructure.
BlackRock argues that autonomous systems will need financial rails for economic activity.
Stablecoins could support frequent machine payments for data, software, and computing resources.
The research also examines tokenized assets and digital markets for computing capacity. https://x.com/BSCNews/status/2102650660936351938
## @chjokka (chjokka) · 09-23 06:19 · ♥43 ↻10 💬11 Been holding and mentioning $MONEY for some time now, but never shared my thesis. So here it is:
I feel like they did something really unique to stablecoins, and very in-line with the current meta.
Until now, stablecoins like USDC and USDT were backed mostly by US Treasuries and cash held by the issuer.
The yield on those reserves? It goes to Circle and Tether. You only get a dollar that sits still.
What if your dollar was backed by the S&P 500, and the upside stayed with you?
That's what Own is building.
Deposit eSPY (a token tracking the S&P 500, backed 1:1 by real tokenized stock in a protocol-owned reserve). Mint eUSD against it at 150% collateral. Keep every bit of upside on your stocks while you spend, trade, or farm with the dollars.
Important, the peg isn't just a promise. Any holder can redeem 1 eUSD for exactly $1 of eSPY.
And they built in an amazing flywheel for their protocol token $MONEY:
Stake eUSD and you earn yield paid from $MONEY trading fees.
Hold $MONEY and you boost that yield.
That's where it gets interesting. Normally, more stakers means a thinner APR for everyone. Here, it's the feature instead of the bug:
More eUSD staked → more $MONEY needed to max the boost → more $MONEY buying and volume → more trading fees → APR climbs back up → more people mint and stake eUSD.
Wall Street built the world's best collateral. DeFi built the world's best money rails. Own is plugging one into the other.
Think this coin can do very well during the next leg up of the Robinhood eco. https://x.com/chjokka/status/2102644113438855516
## @CryptosR_Us (CryptosRus) · 09-23 06:00 · ♥43 ↻11 💬5 MASSIVE: $15.3T BlackRock says AI + crypto are converging. 🚨
AI agents will need always-on payment rails, and BlackRock sees stablecoins, blockchains and tokenized compute becoming core infrastructure for the machine economy. https://t.co/GrrR6hmTSc https://x.com/CryptosR_Us/status/2102639147911352450
## @CryptoAici (Crypto Aici) · 09-23 05:38 · ♥40 ↻4 💬0 BlackRock: AI ar putea deveni unul dintre cei mai mari catalizatori pentru stablecoins și blockchain
BlackRock spune că impactul inteligenței artificiale asupra cererii pentru active digitale este încă subestimat de piață. Ideea centrală: pe măsură ce agenții AI devin autonomi și încep să cumpere servicii, date sau produse fără intervenția constantă a oamenilor, vor avea nevoie de o infrastructură de plăți construită pentru mașini.
Robbie Mitchnick, șeful diviziei de active digitale de la BlackRock, argumentează că agenții AI nu sunt construiți pentru sisteme precum conturile bancare tradiționale, SWIFT sau ACH. În schimb, stablecoins și blockchain-ul permit plăți programabile, globale și disponibile 24/7, ceea ce le-ar putea face potrivite pentru această nouă economie.
BlackRock descrie combinația simplu: AI = inteligență nativă pentru mașini, crypto = bani nativi pentru mașini, iar blockchain = infrastructura care le conectează. Compania dă inclusiv exemplul unui agent AI care poate organiza autonom o călătorie și efectua microplăți on-chain pentru date și servicii.
Este important că BlackRock nu susține că un anumit token va fi automat câștigătorul. Teza este mai largă: dacă economia bazată pe agenți AI crește puternic, stablecoins, tokenizarea și infrastructura blockchain ar putea beneficia de un nou val structural de cerere.
Urmărește @cryptoaici pentru cele mai importante știri din crypto, AI și piețele financiare. https://x.com/CryptoAici/status/2102633649329913880