Good morning. How do you plan to move your company’s money when AI agents start doing the buying and selling for you? And how can you make sure that agentic commerce is accurate, compliant, fast, and smart? A year after the GENIUS Act passed, a wave of new stablecoins, platforms, and partnerships point to how the ecosystem is taking shape.
The most compelling scenario I’ve seen so far comes from Circle CEO Jeremy Allaire, who last week published an 18,500-word treatise called The Agentic Economy. (There are several iterations available, including a 60-second version.) He argues that the “planetary nervous system for information” must now be matched by a “circulatory system for value.” If AI is the new operating system for intelligence, blockchain is the new operating system for the economy. In other words, Allaire writes, “an economy run by software agents must run on software money, software contracts, and software governance, or it cannot run at all.”
Allaire, of course, makes the case for Circle’s USDC, a regulated stablecoin that can be redeemed 1:1 for U.S. dollars, along with the growing ecosystem around it. Among other things, the global fintech company just got approval to establish a federally regulated national trust bank. There’s a lot happening across this space that leaders should pay attention to:
