BlackRock: AI adoption may become a structural catalyst for digital asset adoption, with stablecoins and computing power assets potentially becoming the infrastructure of the AI economy.

Beating AI News Flash: BlackRock stated in its latest report "The Machine-Native Economy" that AI and digital assets are accelerating their convergence: AI represents "machine-native intelligence," while digital assets represent "machine-native currency." As AI agents begin to autonomously purchase services and initiate financial transactions, blockchain can provide machine-readable assets and programmable settlement infrastructure.

BlackRock believes that stablecoins may be the first to become the primary transaction tool for agent commercial activity. Compared with traditional payment networks, blockchain is better suited for round-the-clock, high-frequency, small-value machine-to-machine payments. Data shows that as of September 2026, the circulating market value of stablecoins exceeded $300 billion; adjusted transaction volume in 2025 exceeded $11 trillion, with a compound annual growth rate of 80% from 2020 to 2025.

In addition, computing power may become an emerging large-scale market for digital assets. Analysts expect that the combined revenue of AWS, Microsoft Intelligent Cloud, and Google Cloud may reach approximately $1.1 trillion by 2030. In the future, the right to use computing power could be standardized and tokenized for transfer, collateralization, and programmable settlement, and computing power futures may also support price discovery and risk hedging.

BlackRock also pointed out that liquidity in agent payments and the computing power market is still at an early stage, but as AI applications expand, digital assets may gradually become important infrastructure for the AI economy.