# stablecoins — X 热门讨论 (2026-09-23 07:20 UTC)
## @coinbureau (Coin Bureau) · 09-23 06:06 · ♥135 ↻23 💬24 🚨HUGE: $15 TRILLION BlackRock says AI COMPUTE could become a MASSIVE new demand engine for Digital Assets.
In a new research paper, BlackRock argues that the rapid growth of AI could create a new investable digital-asset market around compute, with hyperscaler cloud revenue potentially reaching $1.1 TRILLION by 2030.
The firm sees blockchains potentially enabling AI agents to discover, finance and pay for compute in real time, turning compute into an on-chain market where supply and demand can be matched dynamically.
BlackRock also expects AI agents to increasingly make autonomous payments and transactions, creating demand for “machine-native” financial rails such as stablecoins, tokenized assets and blockchains.
BlackRock’s broader thesis includes COMPUTE as the emerging key intersection between digital-asset utility and adoption. https://x.com/coinbureau/status/2102640836265832871
## @GoldFingerRWA (GoldFinger) · 09-23 06:41 · ♥104 ↻0 💬5 Everything onchain is a claim on something else.
Stablecoins → T-bills → government Tokenized stocks → custodian → shares LSTs → validators
$ART is just one layer from the metal. Not five. Not ten. One. 🥇 https://t.co/RGA0yiGw7c https://x.com/GoldFingerRWA/status/2102649449424240880
## @RobynHD (RobynHD) · 09-23 06:35 · ♥74 ↻4 💬5 BlackRock sieht eine neue Verbindung zwischen KI und Krypto: Wenn KI-Agenten künftig eigenständig Dienstleistungen buchen, Rechenleistung einkaufen und Rechnungen bezahlen, brauchen sie dafür Zahlungssysteme, die rund um die Uhr funktionieren und auch kleine Beträge effizient abwickeln.
Genau hier könnten Blockchains, Stablecoins und andere digitale Vermögenswerte eine Rolle spielen. BlackRock spricht von einer „Machine-Native Economy“, in der Maschinen zunehmend selbst wirtschaftlich handeln.
Meine Einschätzung: Das ist eine spannende langfristige Anwendung für Krypto. Welche Netzwerke davon tatsächlich profitieren, ist damit aber noch nicht entschieden. https://x.com/RobynHD/status/2102648120014205147
## @Kryp_Toon (KrypToon) · 09-23 02:00 · ♥42 ↻2 💬39 GM Folks
🏦 Block Wants a National Trust Charter Without Becoming a Traditional Bank
Block has applied to create Builders Bank & Trust, a federally regulated national trust bank focused on digital assets.
The structure is notable because it would not operate like a conventional deposit-taking bank. The proposed institution is designed around custody and fiduciary services for assets such as Bitcoin and stablecoins, while avoiding ordinary consumer deposits and lending.
That model says something important about where crypto infrastructure is heading. Large platforms are not simply asking regulators to tolerate crypto activity. They are increasingly building entities that fit directly inside established supervisory frameworks.
For $XYZ, this could turn custody from a product feature into regulated financial infrastructure. For bitcoin:native, it is another sign that institutional adoption may arrive through trust charters, custody standards and fiduciary controls rather than through a single “crypto bank” model.
The boundary between fintech and regulated financial infrastructure keeps getting thinner.
Disclaimer: Regulatory and market commentary only. Approval is not guaranteed, and this is not investment advice.
$XYZ bitcoin:native @blocks #Block #Bitcoin #CryptoBanking #DigitalAssets https://x.com/Kryp_Toon/status/2102578698990112841
## @axencryptoo (Axen) · 09-23 04:42 · ♥45 ↻8 💬23 Onchain finance can’t scale on trust alone.
DeFi, RWAs, perps, stablecoins and lending all depend on external data. But if the data source is opaque, the entire system inherits that uncertainty.
That’s why verifiable onchain data matters.
@DIAdata_org is building an open data infrastructure designed to make oracle data more transparent and verifiable - sourcing from 100+ data sources and delivering customizable feeds across 60+ networks.
With DIA’s ZK-powered verification layer, offchain information can also be cryptographically connected to its original source and brought onchain with verifiable proofs.
The future of onchain finance needs more than data.
It needs data you can verify.
#DIA #DeFi #RWA #Oracle #Web3 https://x.com/axencryptoo/status/2102619657584931176
## @TheVictorBuilds (TheVictorBuilds) · 09-23 06:21 · ♥46 ↻7 💬23 BLACKROCK DECLARES AI WILL RUN ON BLOCKCHAIN RAILS.
The world's largest asset manager has officially validated the convergence of artificial intelligence and digital assets. BlackRock has released structural research asserting that autonomous AI agents will drive massive demand for stablecoins and blockchain based payment infrastructure.
Here is the deep data dive on BlackRock's thesis and exactly how you need to position your portfolio for the machine native economy.
BlackRock's specific metrics and technological citations are highly revealing. BlackRock argues that legacy payment networks, such as ACH and bank cards, are structurally incapable of handling the high frequency, subcent microtransactions required for machine to machine commerce due to latency and uneconomical merchant fees.
The report highlights emerging AI payment protocols like Coinbase's x402, Stripe's MPP, and the Agentic Commerce Protocol. These frameworks allow software agents to execute and settle payments entirely without human intervention.
Stablecoins are designated as the optimal settlement layer for these autonomous agents because they offer 24/7, near real time finality for API calls, data acquisition, and compute consumption.
BlackRock noted that adjusted stablecoin transaction volume exceeded 11 trillion dollars in 2025, reaching parity with Visa and Mastercard, and exhibiting an 80% compound annual growth rate.
Beyond payments, the firm projects the creation of standardized, onchain derivatives for computing power, effectively turning GPU capacity into a financial asset that AI agents can trade, stake, or use as collateral.
For the last two years, the market has treated artificial intelligence and cryptocurrency as two distinct, competing investment narratives. BlackRock just shattered that assumption. Their thesis points out a glaring logistical reality: artificial intelligence agents do not have social security numbers, they cannot pass traditional identity verification protocols, and they cannot wait for a T+2 bank wire to clear. Traditional finance is entirely unequipped for the velocity of AI. If an autonomous agent needs to execute ten thousand API calls per second across multiple global servers to complete a complex task, the legacy banking system's merchant fees and authorization latency make it mathematically unviable. Stablecoins and public blockchains are the only financial rails built with the programmable speed necessary to act as the native currency for automated intelligence. BlackRock is officially signaling to institutional capital that crypto is not just a speculative asset class; it is the physical plumbing for the AI revolution.
The convergence of AI and digital assets is the most asymmetric investment thesis of this decade.
Prioritize stablecoin infrastructure. The absolute clearest beneficiary of this shift is the stablecoin issuance layer. As AI agents begin transacting in digital dollars natively, the circulating supply and transaction fee revenue of regulated stablecoins will scale exponentially. Position capital in the equity and governance tokens of compliant stablecoin issuers and the specific high throughput blockchains they run on.
Track the Compute as a Commodity market. BlackRock explicitly highlighted the tokenization of computing power. Look for decentralized physical infrastructure networks that are successfully aggregating GPU compute and settling resource purchases onchain. The ability to trade compute futures will be a massive new derivative market. Monitor the integration of AI payment protocols. The adoption of protocols like x402 and ACP by major tech firms is the catalyst. The moment a tier one AI developer explicitly defaults its agentic API payments to a specific blockchain network, the native token of that blockchain will undergo a violent structural repricing.
The machines will dictate the velocity of capital. > 引用 @TheVictorBuilds: US AND JAPAN LOCK DOWN CRITICAL TECH COMMODITIES: AI, CHIP, AND MINERALS
The macroeconomic architecture of the intelligence era just fractured into a closed loop allied system. The United States and Japan have officially signed an economic security pact to secure the physical supply chains that power artificial intelligence.
Japanese Prime Minister Sanae Takaichi and U.S. President Donald Trump finalized this bilateral economic security agreement during their summit at the United Nations General Assembly in New York.
The pact structurally binds the two nations across three strict verticals: artificial intelligence, advanced semiconductors, and critical minerals.
This operates as a core pillar of Pax Silica, a U.S. State Department initiative designed to secure the entire technological stack from raw rare earth extraction and energy infrastructure to advanced manufacturing and frontier AI models.
Takaichi explicitly leveraged Japan's status as the largest foreign investor in the U.S. for seven consecutive years, highlighting new Japanese capital actively flowing into American power generation and oil infrastructure designed to feed the energy intensive AI sector.
The defensive perimeter is already expanding trilaterally. South Korea has officially joined the U.S. and Japan to establish an early warning mechanism against arbitrary export restrictions and supply chain disruptions.
We are witnessing the permanent decoupling of the intelligence supply chain. For the last twenty years, the geopolitical assumption was that the physical components of technology could be safely and cheaply outsourced. That era is dead. China currently dominates the global processing of rare earth elements and critical minerals the foundational bedrock of all advanced electronics and battery technologies. By actively grouping AI software, silicon chips, and raw minerals into a single unified security pact, Washington and Tokyo are explicitly acknowledging that artificial intelligence is a physical commodity. Software requires hardware, and hardware requires secure earth.
Pax Silica is the 21st century equivalent of the 20th century petrodollar security umbrella. The U.S. and Japan are building a fortress ecosystem to counter Beijing's escalating export controls on dual use products and rare earth metals. If an enterprise wants access to American AI models, South Korean memory chips, or Japanese semiconductor manufacturing equipment, they must now operate entirely within this trusted, anti coercive supply network.
The global tech market is being physically partitioned.
Position in non Chinese critical mineral refining. The capital expenditure required to rebuild rare earth processing outside of Beijing's sphere of influence will be astronomical. The U.S. and Japan will heavily subsidize this transition. Align your capital with strategic miners and refiners operating strictly in allied jurisdictions like Australia, Canada, or domestic North America.
Track Japanese energy investments in the U.S. grid. With Japan deploying massive state and private capital to build out the electricity generation required for American AI data centers, Japanese trading houses and their domestic infrastructure partners offer a massive proxy play on the AI energy bottleneck.
Reevaluate East Asian semiconductor suppliers. With South Korea aligning its supply chain warning systems trilaterally with Washington and Tokyo, the entire East Asian semiconductor manufacturing base is pivoting exclusively to Western architecture. Companies providing localized tooling, testing, and advanced packaging strictly within this trusted trilateral network will capture massive, government backed market share from nonaligned vendors.
The freetrade era of semiconductors is over. Follow the allied capital flow, and position your portfolio in the physical infrastructure of the Pax Silica framework. https://x.com/TheVictorBuilds/status/2102644557297201620
## @WuBlockchain (Wu Blockchain) · 09-23 05:26 · ♥44 ↻9 💬17 BlackRock: Blockchains Will Evolve from Speculative Rails into Decentralized Value Settlement Networks for AI Agents
In a research whitepaper on AI and digital assets, global asset manager BlackRock highlights an unprecedented convergence between artificial intelligence and digital assets, noting that an autonomous AI agent economy urgently requires machine-native financial settlement rails. The whitepaper outlines three core intersection scenarios: first, high-frequency, automated machine-to-machine micropayments, where autonomous AI agents can settle natively in fiat-backed stablecoins without human intervention via protocols such as x402, Stripe and Tempo’s MPP, and OpenAI’s ACP.
Second, the programmable interaction of tokenized financial assets, allowing AI systems to execute trades and manage funds directly via smart contracts across tokenized real-world assets (RWAs); and third, the financialization and collateralization of computer resources as digital assets. BlackRock emphasizes that against the backdrop of adjusted stablecoin transaction volumes surpassing $11 trillion in 2025 and emerging regulatory clarity across the US, Europe, and APAC, the blockchain layer is fundamentally evolving from a vehicle for human speculation into the decentralized value settlement network powering an autonomous machine economy. https://x.com/WuBlockchain/status/2102630692752404753
## @BSCNews (BSCN) · 09-23 04:07 · ♥45 ↻12 💬3 ECB Wants to Scrap MiCA’s Stablecoin Deposit Rule
The ECB and EU central banks want to remove MiCA’s bank deposit thresholds for stablecoin reserves.
Current rules require 30% of reserves in bank deposits, rising to 60% for significant stablecoins.
The central banks argue large deposits could create liquidity risks during sudden redemptions.
They instead support liquidity requirements based on assets maturing within one and five working days. Short term sovereign bonds and overnight reverse repos could also qualify.
The proposal was submitted during the European Commission’s MiCA review. https://x.com/BSCNews/status/2102610664602714552
## @BSCNews (BSCN) · 09-23 04:26 · ♥43 ↻5 💬6 Russia Puts Investors on Notice Over $44B Crypto Market
Russian investors could bear the losses if foreign issuers freeze stablecoins held through Russian intermediaries.
Deputy Finance Minister Ivan Chebeskov said foreign issuer actions may fall outside depositories’ control.
The warning specifically covers assets such as USDT and USDC held by Russian investors.
Russia is preparing rules that would clearly define responsibilities between investors and digital asset intermediaries.
The country has around 20 million cryptocurrency users with holdings estimated at 3.7 trillion rubles (~$44 billion).
Daily cryptocurrency transaction volumes are estimated at roughly 50 billion rubles, according to officials.
Chebeskov said new regulation should provide clearer data on the market’s size and activity.
Source: TASS https://x.com/BSCNews/status/2102615569942114692
## @News_crypto (Crypto News) · 09-23 06:29 · ♥51 ↻2 💬1 #AI #BlackRock states that AI agents will stimulate core demand for #Crypto stablecoins and blockchain payments, and AI computations may be tokenized. https://x.com/News_crypto/status/2102646569531277485
## @CoinbaseDuck (CBduck) · 09-23 02:57 · ♥44 ↻2 💬7 Wall Street continues to value $COIN on crypto trading volume and % of total crypto market cap. Nobody's model includes machine/ai agent volume yet.
I will continue to monitor AiFi adoption When agents transact 24/7 in ways and efficiency that humans can’t do with a wallet.
AiFi is likely a 2027–28 story, if done right , agent volume should go exponential like stablecoins and base did in 2024-2925, and $COIN rerates from "everything exchange" to "financial OS". https://x.com/CoinbaseDuck/status/2102593220156723341