For Allaire, stable cryptocurrencies can “keep pace with technological change.” The manager says that stablecoins are being used in all sectors of the economic system. Within the framework of the World Economic Forum in Davos 2026, leaders from the financial and technology sector discussed the role of stablecoins in the transformation of the global economy. Jeremy Allaire, co-founder and CEO of Circle—the company that issues the USDC stablecoin—said this Thursday, during his speech, that these digital assets They represent the architecture necessary for the next evolution of the Internet.
According to the manager, these instruments are the only ones capable of efficiently processing the volume of operations that artificial intelligence (AI) agents will generate in the near future. Allaire explained that the impact of AI agents on stablecoins will be transformative. According to him, it will make them the default financial system for non-human entities. For the Circle executive, the proliferation of “agent economic activity” requires a payment system that traditional banking cannot offer. This due to its technical limitations. “Agentic economic activity” is a concept that describes an ecosystem where AI does more than just act as an assistant. Instead, it acts as an agent capable of making financial decisions and executing transactions on its own. «If you think about AI agents that make high-speed transactions at very low cost to do work or consume data, using your Visa card or triggering a bank transfer is completely absurd,» Allaire said.
The need for a programmable medium of exchange
Allaire explained that the real impact lies in the need for a programmable medium of exchange. «We need a medium of exchange that can scale to fractions of a cent, that has the speed of money and the speed of the Internet, that works in an open, global and interoperable way,» he said. Regarding the future of this technology, the manager was categorical. «In three to five years, one can reasonably expect that there will be billions, literally billions of AI agents conducting economic activity in the world on an ongoing basis.» «They need an economic system, a financial system and a payment system. So there is no alternative, in my opinion, other than stablecoins to do that right now. And that it can keep up with this technological change,” he added.
Allaire claims that stablecoins are capable of supporting the activity of AI agents. Source: WEF. AI agents are software systems powered by artificial intelligence that don’t just process information or answer questions. Instead, have the ability to act autonomously to meet a specific objective. The rise of these agents has been relevant in the last year. In fact, in September 2025, BitcoinDynamic reported that Google presented a payment system that works with AI and includes support for stablecoins and cryptoassets. It was an AI agent designed as a system for users, merchants and suppliers. It allows them to carry out transactions with different payment methods. With the expansion of regulatory clarity in key jurisdictions, Allaire emphasized interoperability and the establishment of common technical standards, representing the “final frontier” for these digital assets to achieve ultimate global scale. For Allaire, the convergence between stablecoins and artificial intelligence is not just a technical possibility. Rather, It is an imminent economic necessity.
«We are seeing the next generation of blockchain networks designed specifically for the financial activity of a world where there will be billions of AI agents. There is no other alternative than stablecoins to support this technological change,» he emphasized.
