BlackRock Sees Machine-to-Machine Economy Boom with Stablecoins Leading the Way

BlackRock has proposed a new economic framework called 'The Machine-Native Economy,' which posits that digital assets are 'machine-native money' and blockchain is the programmable infrastructure connecting AI, commerce, and compute.

The report's core thesis is that software agents (AI Agents) require a payment rail that doesn't rely on humans clicking 'confirm.' Traditional bank accounts and credit card systems can't serve software without IDs, but stablecoins and blockchain perfectly fill this gap.

BlackRock estimates that the combined revenue of AWS, Microsoft Intelligent Cloud, and Google Cloud will reach approximately $1.1 trillion by 2030. The report also suggests that tokenized compute could become a significant use case for digital assets in financing and programmable settlements.