Let me get this straight,

Stablecoins are the way to capture the AI moat?

Tether launching their own AI Agent network

aka they're going to make USDT *the currency* agents use.

Stripe launched stablecoin bank accounts

aka they're *also* gunning for AI currency moat (they already have the agent SDK live)

...but then

Meta hinted they're launching a stablecoin

because they have one of the largest consumer distributions (WhatsApp)

Robinhood launching tokenized stocks

while already allowing people to buy via stablecoins via their in-app bank account.

Visa, Mastercard, Coinbase launched their own agent payment rails

this basically means it's about to become incredibly easy for people, agents & companies to transact amongst each other.

current world: text agents

tomorrows: agents that facilitate X% of economic activity.