Circle CEO Jeremy Allaire States AI Agents and Onchain Economy are Merging into a Programmable Economy
AI agents, as autonomous economic entities, require an economic operating system and full-stack coordination; the Agentic Economy and Onchain Economy are essentially the same.
Circle has launched infrastructure like Agent Stack to support agent wallets, markets, and nano payments, enabling real-time programmable transactions and value flows between machines.
ABAB AI Insight
Jeremy Allaire has long promoted USDC as a stablecoin infrastructure. This paper continues Circle's path from payments to AI economic operating systems, with Agent Stack providing components like agent wallets and markets.
On the capital front, Circle is building an agent financial layer by mobilizing on-chain resources through USDC and Arc, motivated by capturing the exponential trading demand of AI agents, strategically positioning stablecoins as machine-native settlement assets.
Similar to early blockchain infrastructure discussions, this event is in the phase of AI agents transitioning from concept to economic participants, with Circle leading in stablecoins and programmable finance.
Essentially, this is a reconstruction of the industrial chain: blockchain + AI reshaping economic coordination mechanisms, where the mechanism relies on programmable contracts and on-chain trust to enable autonomous machine trading, breaking traditional centralized intermediaries and concentrating capital towards open protocols.
ABAB News · Cognitive Law
When agents are autonomous, the on-chain is the economic operating system.
Human coordination relies on contracts, while machine coordination relies on code and stablecoins.
In a programmable economy, infrastructure surpasses individual applications.