Autonomous AI Systems Fuel Next Stablecoin Boom, BlackRock Observes

BlackRock has observed that autonomous AI systems will drive the next stablecoin boom. This growth is evident in the increasing demand for blockchain rails to support a machine-based economy. In June, Visa reported an adjusted stablecoin volume of $1.79 trillion, representing a 63% monthly increase and a 125% annual jump.

This significant surge suggests that the underlying economic growth is stronger than expected. The transaction size on different networks can vary significantly, with Ethereum handling transfers averaging about $45,700 compared to Solana, Base, and BNB chain which support transfer values ranging from approximately $1,200 to $4,200.

This flexibility in transaction sizes gives stablecoins the ability to serve both settlement and frequent payments. Tokenization further extends this utility by allowing stablecoins to provide access to financial markets, with tokenized RWA value near $39 billion.