贝莱德预言：AI 智能体将重塑算力与稳定币支付闭环

BlackRock's thesis suggests stablecoins might fuel massive AI capex, but where do we see the actual price breakout confirm this?

BlackRock's idea of using stablecoins for AI payments feels like a really smooth future setup.

BlackRock's thesis on using stablecoins for AI compute settlements is architecturally sound. Tokenizing compute capacity creates a clear liquidation path for heavy infrastructure investment without relying on volatile equity markets. If agents can autonomously pay for power and processing via stablecoins, the friction in scaling AI operations drops significantly. This isn't just a prediction; it's a direct path to unlocking trillions in capex that current banking rails struggle to handle efficiently for machine-to-machine trade.

看到贝莱德把算力当资产，感觉挺靠谱的，毕竟大公司的眼光一般不错。