I’ve been seeing a lot of posts on X around AI agents starting to actually transact on their own, and it’s growing at a rapid pace. There’s nearly 205M transactions per day and over $53M in volume.

The argument: An AI can’t pull out a credit card, enter a CVV, wait for an SMS code or deal with banking hours. If agents are eventually paying for compute, data, APIs or even other agents automatically, they need money that works the same way software does.

Instant, global, programmable and available 24/7.

That’s where it seems crypto actually makes the most sense for the agentic economy. Stablecoins especially feel almost purpose-built for machines sending small payments to each other without a human approving every transaction.

The interesting question is what this looks like when there are millions of agents making thousands of tiny transactions every second.

Feels like we’re going to need completely different payment rails for that world. Who’s building this right now?

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