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Tag: Bernstein

Bernstein: stablecoins stand to gain from AI-driven payments despite weak early volumes

Editorial portrait of a financial analyst at a desk with a monitor showing Circle USDC and AI-driven microtransactions.

Bernstein argued that stablecoins could evolve into the internet’s native payment layer as AI agents begin transacting on their own. The core thesis is that programmable digital dollars may become the default settlement tool for machine-to-machine commerce.

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