Are stablecoins a necessity for large-scale AI trading? What do industry giants think?

【Blockchain Rhythm】On January 22nd, at the World Economic Forum in Davos, Jeremy Allaire, the leader of Circle, put forward an interesting viewpoint: when billions of AI agents in the future need to conduct large-scale transactions, stablecoins will become the only system capable of supporting this scale.

This judgment is worth pondering. From the current market perspective, AI applications are indeed in an explosive growth phase, and in processes involving asset circulation and payment settlement, the efficiency and flexibility of traditional financial systems have inherent limitations. In contrast, stablecoins, based on blockchain technology—operating 24/7, seamless cross-border transactions, fast transaction confirmation—do possess unique advantages when handling massive concurrent transactions.

Allaire’s statement also, to some extent, reflects the development direction of the stablecoin track. The current stablecoin market size is already quite substantial. As the infrastructure of the Web3 ecosystem, its applications in DeFi, payments, cross-chain settlement, and other scenarios are continuously expanding. As the integration of the AI industry and Web3 deepens, whether stablecoins can truly become the transaction infrastructure of the AI era is no longer just a technical question; it involves regulatory attitudes, ecosystem development, and market acceptance.